Financial Planning For Everybody

Whether you're a financial advisor or a do-it-yourself individual, you can use WealthTrace's comprehensive financial 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.

Plan With Confidence

No dangerous shortcuts here. 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, tablets, and smart phones.

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.

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. On screen results change in real time. WealthTrace is a retirement and financial planner that guides you toward a stress-free retirement.

Voted Best 2016
Retirement Planning
Software by
AdvisoryHQ
"...WealthTrace is the rising tide that lifts all boats."
AdvisoryHQ Reviews

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, planning software for everybody.