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.

WealthTec Suite Demo




• Product Overview: Brochure

• Release Notes: Notes

• System Requirements: SysReq

• Technical Guide: TechGuide

• Prior-Year Notes: PYNotes


• Setup File: WealthTec Suite

• Version: 2024.5 | Size 34.9 MB

• Updated: 1-July-2024

• 2-User License: $3,495

• Sample Reports: Gallery


WealthTec Suite Licensing

After working with the demo, we invite you to become a WealthTec Suite subscriber. To do so, please submit the WealthTec Order Form or contact WealthTec. The annual cost of a WealthTec Suite subscription is $3,495 for up to two users. Product updates and support during the subscription period are included in this fee.