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WealthTec
What AI says about WealthTec
WealthTec specializes in delivering sophisticated software solutions tailored for financial, tax, and estate planning professionals. Their flagship products, WealthTec Suite and WealthTec PlanXPRT, empower advisors to serve high-net worth and ultra-high-net worth clients effectively.
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Products & Services
WealthTec Suite
A comprehensive wealth planning platform that combines strategic and tactical planning tools with estate and charitable planning presentations.
WealthTec PlanXPRT
Back-office consulting services that provide advanced wealth planning illustrations for complex client situations.
Common Questions
What is WealthTec Suite?
WealthTec Suite is a dynamic wealth planning system designed for high-net worth and ultra-high-net worth clients, offering strategic and tactical modeling tools.
Is there a free trial available?
Yes, WealthTec offers a 45-day free trial for users to test the WealthTec Suite.
Who can benefit from WealthTec products?
WealthTec products are designed for financial planning professionals, including CFPs, CPAs, trust and estate attorneys, and wealth advisors.
What kind of support does WealthTec provide?
WealthTec offers responsive and personalized case-building and tech support from experienced professionals.
What types of planning does WealthTec Suite cover?
WealthTec Suite covers various planning areas including cash flow modeling, income tax analysis, estate planning, and charitable planning.