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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.

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®, CEBS®, 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.

About WealthTec Suite

WealthTec Suite is a wealth planning platform that can be used effectively in serving everyone from the mass affluent to high-net worth and ultrahigh-net worth clients. It combines tactical and strategic planning tools with a series of estate and charitable planning presentations and is second to none in the high-end marketplace. This suite was developed by Howard L. Eisenberg, a seasoned software developer who is also an experienced wealth planner, having spent a decade with Ernst & Young LLP serving affluent clients before founding WealthTec.

WealthTec Suite consists of planning models in the following major groups:

  • Global – Pinnacle, the global planner, is also an asset allocation planning tool
  • Cash Flows and MCS – includes basic planning tools for retirement and/or survivor cash flow planning and Monte Carlo simulations (MCS)
  • Strategic Wealth Planning – anchored by the Cash Flow & Estate Planner, a strategic planning tool with powerful cash flow, income tax, insurance and estate planning capabilities, including MCS
  • Strategic Estate Planning – anchored by EstatePro, a strategic planning tool with powerful cash flow, insurance and advanced estate and charitable planning capabilities, including MCS
  • Qualified Plans & IRAs – this group of tools compares qualified plan & IRA distribution planning scenarios for financial and estate planning
  • Tactical Planning – this group includes focused charitable and estate planning tools.

In addition to the planning tools listed above, the suite also includes a series of presentations covering topics pertinent to estate planning, charitable planning, and retirement plan distribution planning.