Home
Advanced Capabilities
By adding WealthTec Suite and/or WealthTec PlanXPRT to your arsenal you’ll be better positioned to serve your most valued clients at the highest level.
Responsive Support
As a user of WealthTec products and services, you can expect to receive timely and personalized case-building and tech support from an experienced pro.
45-Day Free Trial
We invite you to take our unparalleled wealth planning suite for an extensive test drive. The demo and standard editions of the software are identical.
[nz_single_image img_size=”full” alignment=”center” image=”6141″]
A Proven Track Record
Since January 2000, WealthTec has specialized in providing leading edge financial, tax and estate planning software solutions to professionals serving the ultrawealthy. Founding president, Howard L. Eisenberg, CPA/PFS, CFP®, CDFA®, CPWA®, CIMA®, RMA®, CTFA, CLU®, ChFC®, CEPA®, is a former financial and estate planning practitioner who has driven WealthTec to become a leader in the advanced financial and estate planning software industry. WealthTec has a stellar reputation for offering quality products and services at competitive prices.