WealthTec Suite Gallery

Sample Reports

• Cash Flow & Estate Planner – strategic planning for business owner and corporate executive

• Executive Summary Planner – strategic planning case comparison

• EstatePro – comprehensive wealth planning for ultrahigh-net worth couple

• DesignPro – wealth planning scenario comparisons

• Synergy – life insurance needs analysis

• Retirement Simulation Planner – Monte Carlo simulation illustration

• GRAT vs. IDGT Planner – comparison of a GRAT and an installment sale to a grantor trust

• GST Gift Planner – lifetime gifting to a dynasty trust illustration

• Partnership NIMCRUT Planner – NIMCRUT funded with a FLP or LLC interest

• Roth IRA Conversion Planner – conversion of a traditional IRA to a Roth IRA

• Estate Planning – overview of the estate planning process and transfer tax system

• Charitable Remainder Unitrust – overview of a standard charitable remainder unitrust

• Multigenerational Retirement Distribution Planning – overview of planning with QRPs and IRAs

Screenshots

WealthTec Suite Exporting

The sample reports were created by WealthTec using the program’s flexible exporting feature. By exporting your final reports to Excel® you have the ability to customize the program’s output before creating PDF files for your client deliverables. Alternatively, you can export the program’s output directly to PDF files.