WealthTec Suite

Planning Software For Elite Professionals

WealthTec Suite is a dynamic wealth planning system that can be used effectively in serving high-net worth and ultrahigh-net worth clients and families. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the high-end segment of the market.
Developed over the past 25 years for professional wealth advisors who serve an upscale clientele, WealthTec Suite produces quantitatively rigorous and detailed, but colorful financial, tax and estate planning client deliverables that can help you build your practice, while delivering timely, cutting-edge advice.
As a member of the elite financial and estate planning communities, you know how important it is to have powerful tools at your fingertips. WealthTec Suite incorporates power, precision, style and clarity into an all-in-one wealth planning package that can keep you on the cutting edge—where you belong. Your clients need answers. They need direction. WealthTec Suite can help you satisfy those needs in a unique manner that will make you proud.

WealthTec Suite Support

In addition to having unrivaled power at your fingertips, you can also count on WealthTec’s top-notch support. The comprehensive online guidance integrated with WealthTec Suite is second to none, and the author of the product is the person with whom you’ll be working to help make your case-building experience as rewarding as possible. Before founding WealthTec Howard spent years serving wealthy clients directly, so he understands how to help you make a positive impact on your clients’ lives.
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WealthTec Suite Functional Areas

 
STRATEGIC & TACTICAL ESTATE PLANNING

  • Basic to advanced estate planning
  • Outright gifts and ILITs
  • CLATs, CLUTs, CRATs, CRUTs, NIMCRUTs, FlipCRUTs
  • GRATs, QPRTs, IDGTs, SCINs, private annuities
  • Estate and gift tax valuation discounts
  • GST planning
  • Income in respect of a decedent
  • Estate planning case comparisons
  • Comprehensive and focused planning flowcharts

STRATEGIC CASH FLOW PLANNING

  • Integrated lifetime cash flows
  • Uneven cash inflows and outflows
  • Vested and restricted employer stock
  • Different exercise methods for NQSOs and ISOs
  • Closely held businesses and investment real estate
  • RMDs and SEPPs
  • Roth IRA conversions
  • Nonqualified deferred compensation plans
  • Monte Carlo simulations and analysis

INCOME TAX PLANNING

  • Updated for TCJA 2017, SECURE 2019, CARES 2020, ARPA 2021, and SECURE 2.0
  • Graduated tax rates and the alternative minimum tax
  • Social Security and Medicare taxes, including the NIIT
  • Separate tax treatment for different types of income
  • Allocation between short- and long-term capital gains
  • Lump-sum distributions of employer stock with NUA
  • Qualified business income deduction
  • Tax basis tracking and postmortem basis adjustments
  • Extensive adjustments for computing state taxable income

ASSET ALLOCATION PLANNING

  • Customized asset classes
  • Customized model portfolios
  • Calculation of weighted-average portfolio returns
  • Calculation of portfolio standard deviations
  • Different methods for entering current portfolio data
  • Composite and per-portfolio asset allocation statistics
  • Comparison of current and recommended allocations
  • Asset allocation pie charts
  • Export of portfolio data to strategic planning tools

WealthTec PlanXPRT

In lieu of, or in addition to, licensing WealthTec Suite you may be interested in WealthTec’s back office consulting services. When you encounter complex client situations that call for specialized financial and estate planning illustrations, consider relying on WealthTec PlanXPRT to satisfy your most pressing needs.