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Planning software

WealthTec Suite

Financial, tax and estate planning software for advisors who serve very wealthy clients.

Made by WealthTec LLC Visit WealthTec Suite's website
Starting priceFrom $3,495/yr for two users
One person: about $291.25 a month (our sum)
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listedNone found
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What their website looks like

Screenshot of WealthTec Suite's homepage
WealthTec Suite's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Two users $3,495/yr for two users
per year for a two-user licence
 Annual license fee
The smallest license listed; no one-user price is shown.
Three users $4,995/yr for three users
per year for a three-user licence
 Annual license fee
Four users $6,195/yr for four users
per year for a four-user licence
 Annual license fee

Five or more users: $1,399 per user per year

45-day free trial on request

Source: WealthTec licensing and pricing page. Checked on the vendor's site, Oct 6.

Where WealthTec Suite sits on price

WealthTec SuiteOther planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

Connection cost: not stated on the WealthTec Suite pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of WealthTec LLC's site we read. Ask WealthTec LLC how account data gets into it.

Moving to WealthTec Suite from another tool

What WealthTec LLC's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the WealthTec Suite pages we read

We looked on Oct 8. Before you sign, ask WealthTec LLC which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on WealthTec LLC's site.Not found

Fits best if

Our judgement

We haven't assessed fit for WealthTec Suite yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare WealthTec Suite with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
WealthTrace
From $1,049/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

Corrections

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