WealthTec Suite Gallery

[nz_single_image img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6126″]

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

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6022″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6023″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6024″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6025″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6159″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6026″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6027″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6028″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6029″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6030″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6160″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6031″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6033″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6034″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6035″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6161″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6036″]

[nz_single_image img_link_large=”true” img_size=”Montserrat-Ninzio-Whole” alignment=”center” image=”6037″]

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.