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, 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.