Planning Software For Elite Professionals
WealthTec Suite is a dynamic wealth planning system that can be used effectively in serving high-net worth and ultrahigh-net worth clients and families. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the high-end segment of the market.
Developed over the past 25 years for professional wealth advisors who serve an upscale clientele, WealthTec Suite produces quantitatively rigorous and detailed, but colorful financial, tax and estate planning client deliverables that can help you build your practice, while delivering timely, cutting-edge advice.
As a member of the elite financial and estate planning communities, you know how important it is to have powerful tools at your fingertips. WealthTec Suite incorporates power, precision, style and clarity into an all-in-one wealth planning package that can keep you on the cutting edge—where you belong. Your clients need answers. They need direction. WealthTec Suite can help you satisfy those needs in a unique manner that will make you proud.
WealthTec Suite Support
In addition to having unrivaled power at your fingertips, you can also count on WealthTec’s top-notch support. The comprehensive online guidance integrated with WealthTec Suite is second to none, and the author of the product is the person with whom you’ll be working to help make your case-building experience as rewarding as possible. Before founding WealthTec Howard spent years serving wealthy clients directly, so he understands how to help you make a positive impact on your clients’ lives.
WealthTec Suite Functional Areas
- Comprehensive cash flow modeling
- Income tax analysis and planning
- Distributions from qualified retirement plans and IRAs
- Roth IRA conversions
- Executive compensation
- Education planning
- Basic estate planning techniques
- GRATs, IDGTs, BDOTs, ILITs, QPRTs
- Generation-skipping transfer planning, dynasty trusts
- CLATs, CLUTs, CRATs, CRUTs, FlipCRUTs, NIMCRUTs
- Comprehensive and focused estate planning flowcharts
WealthTec PlanXPRT
In lieu of, or in addition to, licensing WealthTec Suite you may be interested in WealthTec’s back office consulting services. When you encounter complex client situations that call for specialized financial and estate planning illustrations, consider relying on WealthTec PlanXPRT to satisfy your most pressing needs.