WealthTec® Suite is a dynamic wealth planning system that can be used effectively in serving everyone from the mass affluent to high-net worth and ultra high-net worth clients. 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 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 way that will make you proud.