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.

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For Advisors

• Get started immediately with the easiest to use, most intuitive retirement planning application in the industry.

• Client-interactive approach will make your clients part of the process and leave them much more confident in their plan.

• Show your clients, don't tell them, how they can reach their retirement goals.

• On-screen answers and scenario results, not buried in pages of reports, will show your clients immediately what can happen when variables change over time.

• Assign your own probabilities to scenarios and show clients probability-weighted results.

• Run Monte Carlo analysis and have full control of total return inputs, standard deviations, and correlations used.

• Use our unique Asset Allocation Scenarios feature to create your own allocation strategies and scenarios. Show clients how you can create a more secure retirement plan for them by changing their allocation mix.

• More client interactivity means less frustrated, happier clients.

• Quit using unrealistic, static assumptions: Vector inflation rates and total returns to any number you wish in any year.

• Use goals-based planning. Let the software show you and your clients with easy to understand graphs and outputs how the plan changes as spending on goals changes.

• Create your own model portfolios and easily reallocate client investments to the model you choose.

• Use our unique Solving Tool to quickly figure out multiple ways clients can achieve a goal.

• Import client information from multiple third parties that we have integrated with.

• Give your clients online access to their plan using our client portal. You choose the level of access they have.