WealthTec Suite. Advanced Planning & Presentation Tools. For Professional Wealth Advisors. WealthTec LLC
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1 WealthTec Suite Advanced Planning & Presentation Tools For Professional Wealth Advisors WealthTec LLC (301) 725
2 WealthTec Suite Overview Advanced modeling and presentation system Pinnacle - asset allocation planning and global control Synergy - cash flow planning and gap analyses Cash Flow & Estate Planner - strategic wealth planning EstatePro strategic estate planning Tactical Planners modular, focused planning Presentations covering estate planning and planned charitable giving topics Authored, developed and supported by a former practitioner specializing financial, tax and estate planning 1
3 Pinnacle Overview Central repository of balance sheet data Establish asset allocation parameters Custom asset classes and model portfolios Asset class correlations matrix Asset allocation planning and reporting Composite portfolio pie charts Current vs. recommended allocations and pie charts Net Worth Summary and asset mix charts Establish other global planning assumptions 2
4 Cash Flow Analysis & Monte Carlo Synergy Cash flow planning for retirement and survivor income Gap analysis for each scenario Trend analysis for each scenario Income and expenses tied to inflation Sensitivity analyses Monte Carlo simulations Portfolio Simulation Planner Streamlined modeling tool developed specifically for Monte Carlo simulations 3
5 Strategic Wealth Planning Cash Flow & Estate Planner Integrated lifetime cash flow and net worth projections Detailed income tax calculations, including the AMT Extensive employer stock modeling capabilities Lump-sum distributions with net unrealized appreciation Roth IRA conversions Estate freeze, planned charitable giving & GST planning Monte Carlo simulations Executive Summary Planner Side-by-side strategic wealth planning case comparisons 4
6 Strategic Estate Planning EstatePro Comprehensive, advanced estate planning tool Specific bequests, A/B trusts, ILITs, outright gifts Family entities, split-interest trusts, planned giving Valuation discounts, GST planning Comprehensive and technique-specific flowcharts Lifetime cash flow projections Net worth projection DesignPro Side-by-side strategic estate planning case comparisons 5
7 Tactical or Focused Planning IRA Planning Stretch IRAs Roth IRA conversions Inter Vivos and Testamentary Planned Giving CLAT and CLUT models CRAT, CRUT, FlipCRUT and NIMCRUT models Estate Freeze Planning GRAT, IDGT & QPRT models GRAT vs. IDGT case comparisons Generation-skipping transfer planning 6
8 WealthTec Suite Screenshots 7
9 WealthTec Suite Presentations A variety of wealth management topics are covered Estate planning (strategic and tactical) Planned Charitable Giving Distributions from qualified plans & IRAs Integrated with linked planning tools Presentations can be launched in a context-sensitive manner or in standalone mode Presentations include dynamic illustrative examples Content is customizable inside PowerPoint 8
10 Other Attractive Features Customized planning reports via export to Excel Reports can also be exported directly to PDF User-defined report sets for exporting and printing Multiple planning cases are stored in a single data file Flexible navigation via WealthTec Toolbar Extensive lifecycle-event triggers for what-ifs Timely tax updates Comprehensive user manual and online help Responsive product support via or phone 9
11 WealthTec Suite Summary Comprehensive wealth planning suite that includes basic and advanced planning tools and presentations for professional advisors Tactical and strategic planning Flexible, sophisticated modeling In-depth reporting with integrated presentations What-ifs and side-by-side case comparisons Timely updates Top-notch customer support 10
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