WealthTec

Software DevelopmentUnited States2-10 Employees

Since January 2000, WealthTec has been providing advanced financial and estate planning software solutions to professional wealth advisors serving ultrawealthy clients. Founder and President, Howard L. Eisenberg, CPA/PFS, CFP®, CIMA®, CPWA®, RMA®, CTFA, CLU®, ChFC®, is a highly credentialed, former financial and estate planning practitioner who has driven WealthTec to become a leader in the field of financial modeling. 

During the years he successfully served business owners and corporate executives directly, Howard learned a great deal about incorporating financial and estate planning software into the service delivery process. The result of his unique vision is WealthTec® Suite, the most sophisticated package of financial and estate planning tools and presentations available.

WealthTec Suite was created by someone like you, an experienced advisor who serves an upscale, demanding clientele. Thus, nothing is lost in the translation between the subject matter expert and the software developer. As a WealthTec Suite user you can expect to have a great deal more modeling and presentation capabilities than you have ever had.

Please visit https://wealthtec.com for more information. A 45-day free trial of WealthTec Suite is available for download.

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