How Are We Different?
No other financial planning application or calculator offers the unique combination of ease of use, accurate results, and powerful scenarios. There are two versions of the WealthTrace Retirement Planner: One for advisors and one for individuals who want to create their own plan.
The advisor version has more functionality and settings, while the individual version was designed with ease of use in mind while maintaining accuracy.
In just minutes you can get an overview of when funds will likely run out in retirement and what the total shortfall will be. Then using our scenario capabilities you can easily compare before and after simulations and run multiple scenarios at one time. This will generate ideas and solutions in order to make retirement goals a possibility.
Use powerful, yet easy to use Monte Carlo analysis to determine the probability of funds never running out in retirement. See the probability of meeting all retirement goals for every what-if scenario you run. These results are easy to see on the screen and are not buried in pages of reports.