I reviewed many financial management packages and chose WealthTrace many years ago. While it is powerful enough to be used by CFP's, I have been using it as my go-to software for managing personal pre-retirement and retirement financial plans. I am more hands-on than some, and prefer to manage my own portfolio.
It's very clear, the controls for building and testing scenarios are excellent. I am able to easily bring together all accounts of my portfolios with minimal effort from 401K's, IRA's, Mutual Funds, Stocks, Bank Accounts and more. I like the analytics. Importantly, I trust it. The company is small enough to listen to feedback and I have seen some of my suggestions implemented over the years.