Wealthtec

WealthTec is a leading provider of advanced financial, tax, and estate planning software solutions, dedicated to serving the unique needs of professionals who work with the ultra-wealthy. Since our founding in January 2000, we have been committed to empowering our clients with the most sophisticated and user-friendly tools to help them achieve their financial goals.

Founder's Vision and Proven Track Record

Our founder, Howard L. Eisenberg, CPA/PFS, CFP, CEPA, CPWA, CIMA, RMA, CTFA, CLU, ChFC, has become a renowned subject matter expert in the advanced financial and estate planning software industry. With a background as a former financial and estate planning practitioner, Howard has driven WealthTec to become a leader in the industry by providing quality products and services at competitive prices. His unwavering commitment to client service and extensive professional and industry experience have been instrumental in shaping WealthTec's offerings and reputation.

Experienced Team and Specialized Focus

At WealthTec, our dedicated team of professionals brings decades of industry experience in providing unparalleled wealth planning solutions. We specialize in serving the ultra-wealthy, ensuring our users have access to the most advanced modeling and presentation capabilities tailored to their specific needs. Our unique focus on this market segment has allowed us to develop a deep understanding of the complexities involved in serving high-net-worth individuals and families, making us the go-to partner for professionals in this space.

Advanced Capabilities with WealthTec Suite and WealthTec PlanXPRT

We offer two powerful planning tools, WealthTec Suite and WealthTec PlanXPRT, designed to help professionals serve their valued clients more effectively. By incorporating these tools into your practice, you'll be better positioned to provide sophisticated and personalized financial, tax, and estate planning services at the highest level.

The WealthTec Suite is the most comprehensive, advanced planning application available for licensing. Developed by an experienced family wealth planning advisor who understands the needs of a demanding clientele, WealthTec Suite offers an extensive set of modeling and presentation capabilities to help you deliver customized solutions to your clients.

WealthTec PlanXPRT is our back-office strategic partner service, providing advanced wealth planning illustrations using proprietary software. Our team of experts works closely with you to produce tailored illustrations that meet your clients' specific financial needs.

Responsive Support and 45-Day Free Trial

At WealthTec, we pride ourselves on offering timely and personalized case-building and technical support from experienced professionals. Our commitment to client success is evident in the responsive support we provide, ensuring that you get the most out of our products and services.

We invite you to take advantage of our 45-day free trial of the WealthTec Suite, which includes the demo and standard editions of the software. This risk-free trial allows you to experience firsthand the many benefits of incorporating WealthTec's advanced planning tools into your practice.