ADVANCED PLANNING CAPABILITIES
By adding WealthTec to your arsenal you’ll be better positioned to serve your most valued clients.
RESPONSIVE, PERSONALIZED SUPPORT
As a user of WealthTec products, you can expect to receive unrivaled case building and technical support.
Why Choose WealthTec?
For nearly 20 years WealthTec has specialized in providing leading edge financial and estate planning software solutions to professionals serving the ultrawealthy. Founding president, Howard Eisenberg, is a highly credentialed, former financial and estate planning practitioner who has driven WealthTec to become a leader in the advanced financial and estate planning software industry.
During the years he successfully served business owners, corporate executives and other high-net worth individuals directly, Howard learned a great deal about incorporating financial and estate planning analytics into the service delivery process. The result of his unique vision is WealthTec® Suite, the most sophisticated package of planning tools and presentations available for serving the ultrawealthy.
WealthTec Suite was created by someone like you, an experienced family wealth planning advisor who serves an upscale, demanding clientele. Thus, nothing is lost in the translation between subject matter expert and software developer. As a WealthTec Suite user you can expect to have a great deal more modeling and presentation capabilities than you have ever had.