Advanced Planning Tools A Mouse-Click Away

Thank you for being a loyal WealthTec client. Below is a link to, and pertinent information about, the current WealthTec Suite setup file. By downloading and installing setup files maintained on this site, you agree to be bound by the terms of the applicable licensing agreement. WealthTec releases updates continuously throughout the year, so please visit this page on a regular basis to keep your setup current.

WealthTec Suite Demo

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PRODUCT NEWS & TECHNICAL GUIDANCE

• Product Overview: Brochure

• Release Notes: Notes

• Requirements: SysReq

• Technical Guide: TechGuide

• Prior-Year Notes: PYNotes

PLANNING TOOLS & PRESENTATIONS

• Setup: WealthTec Suite

• Version: 2018.16 | 29.7 MB

• Updated: 3-Aug-2018

• Price: $1,595

• Samples: Gallery

 

WealthTec Suite Licensing

After working with the demo, we invite you to become a WealthTec Suite subscriber. To do so, please submit the attached order form or contact WealthTec. The annual cost of a WealthTec Suite subscription is $1,595. Product updates and support during the subscription period are included in this fee.