Financial Planning For Everybody

Whether you're a financial advisor or a do-it-yourself individual, you can use WealthTrace's comprehensive financial and retirement planning software. Easy to understand results show if you will outlive your money. We have versions for both financial advisors and for personal use by consumers.

Link Your Accounts & Plan With Confidence

Link your accounts and have them update automatically every day. WealthTrace is accurate, taking into account complex tax laws and every account type you can think of. Include a budget, college education costs, real estate holdings, complex sales of assets, and more. Works on a pc, Mac, and tablets.

Run Powerful Scenarios

This is no ordinary retirement calculator. Run Monte Carlo simulations, what-if scenarios on market downturns, life insurance needs, retirement income analysis, safe withdrawal rates, and Roth IRA transfers. Use the solution finder to overcome planning roadblocks and for your retirement modeling.

Find Solutions To Tough Questions

Quickly change assumptions such as retirement age, savings, rates of return, and spending to see how each change impacts the plan. WealthTrace is a retirement and financial planner that guides you toward a stress-free retirement. Use our best-in-industry customer support by phone, live chat, or email. Real financial planning experts will answer your questions.

Ranked in Smart Asset's "Best Financial Planning Software Programs"
"WealthTrace allows you to run scenarios on things like market downturns, life insurance needs and retirement income."
SmartAsset Reviews

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Voted Best Retirement Planning Software by AdvisoryHQ

"...WealthTrace is the rising tide that lifts all boats."
AdvisoryHQ Reviews

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Most Comprehensive Financial Planning Software: Yahoo Finance

"...the most comprehensive platform. It leaves no stone unturned when formulating its life scenarios."

Read full review here.

WealthTrace has the power and accuracy that advisors demand, but with an interface that consumers can enjoy. Advisor Financial Planning and Personal Financial Planning Software: Flexible, interactive, financial and retirement planning software for everybody.