FOR ADVISORS

The planning depth your clients deserve,
built for your practice

WealthTrace for Advisors brings comprehensive retirement planning to your practice, with collaborative client portals and flat-fee pricing that stays the same as your client base grows.

See advisor pricing
Every feature of WealthTrace Deluxe is included, plus the advisor tools below.
1 Client Portal 2 Custom Reports 3 Model Portfolios 4 AI Advisor

Client Portal

Give clients a window into their own plan

Each client gets a secure portal where they can log in, view their plan 24/7, track progress, and run their own scenarios.

  • Clients view their dashboard anytime

  • They run their own what-if scenarios without changing your work

  • Fewer status-update calls, and clients can be better-prepared for review meetings

Screenshot of a digital client portal for Susan & Mark Reynolds displaying their retirement planning overview, including plan success at 86%, net worth of 2.1 million dollars, and next review date of March 12, with options to run a scenario and view full plan.

Custom Reports

Reports that carry your brand

Build custom report templates. Choose which pages to include, set the order they appear in, and brand every report with your firm's logo.

  • Choose exactly which pages appear in each report

  • Drag and drop pages into the order that tells your story

  • Add your logo for fully branded client deliverables

Screenshot of a report template for quarterly review with sections for various financial metrics, including options to toggle visibility on or off.

Model Portfolios

Assign allocations in one click

Build model portfolios once, then use them to set a client's asset allocation or future reallocations.

  • Create model portfolios for the strategies you want to implement

  • Assign a model to set a client's allocation and let WealthTrace handle performance projections

  • Schedule future reallocations as clients glide toward retirement

Financial dashboard displaying asset allocation strategies, with a focus on U.S. stocks which make up 6.2% of the portfolio, showing a proposed mix compared to the current 6.3%, along with reallocation recommendations.

AI ASSISTANT

Ask AI about your plan

Get clear answers about your plan in seconds. Ask planning questions, understand projections, compare scenarios, and get plain-English guidance based on your unique plan.

  • Explain why your projections changed

  • Compare retirement and spending decisions

  • Spot planning gaps and next steps

Screenshot of a digital investment platform interface showing a question about the user's biggest holding across investments, with details about Apple (AAPL) stocks, and buttons for viewing top holdings, account holdings, and portfolio concentration, along with a prompt to ask an investment question.

Licensing that fits your practice

From solo advisors to multi-advisor firms. Pick the option that fits you best.

  • Generic user icon with a white person silhouette on a blue background.

    Solo Advisor

    One advisor, the full platform. Every client, every feature

  • A stylized face with two eyes and a mouth on a yellow background.

    Solo Advisor + Assistant

    Give your administrative assistant access to help manage client plans.

  • Purple app icon with a white, stylized face that has two circular eyes and a curved line resembling an open mouth with two small upper curves.

    Advisor Ensemble Practice

    For firms with more than one advisor. Leverage shared clients, shared models, and manage multiple licenses under one roof.

  • Green icon with a white phone handset symbol.

    Phone support included

    Every advisor plan comes with premium phone support. Talk to a real person when you or a client needs help.

Advisor pricing

Flexible pricing for every practice

Choose the license that fits the way your firm works.

Solo practice

Solo Advisor

One advisor, the full platform. Every client, every feature.

Solo Advisor One advisor
$1,049 / year
Solo Advisor + Assistant One advisor + one assistant2
$1,500 / year

Included features

  • Retirement planning
  • Monte Carlo guardrails
  • Tax planning
  • Roth conversion optimization
  • Insurance planning
  • Investment planning
  • Business planning
  • College planning
  • Lead generation
  • Custom branding
  • Phone, email, and chat support
Multi-advisor firm Most popular

Ensemble Practice

For firms with more than one advisor, with shared clients, shared models, and multiple licenses under one roof.

$1,049

first advisor

+ $750 each additional advisor · annual only3

Everything in Solo Advisor + Assistant, plus

  • Shared clients and shared models
  • One team login
  • One assistant or admin for data entry
  • Customize reports for each advisor
Larger organization

Enterprise Firm

Contact our team to discuss the right licensing arrangement for your organization.

Contact us

Pricing provided after consultation

We will help you identify the right licensing arrangement for your firm.

1 Subscriptions renew automatically for one additional term at the then-current price, unless you cancel.

2 A solo advisor is a single financial planner practicing in his or her own firm, with no other planner as a partner, shareholder, or employee. Group practices may not share a solo license.

3 For firms with more than one advisor working as a team: one team login, plus one assistant or admin for data entry. The link client accounts feature is a flat cost, not per advisor.

Resources

Go deeper on running your practice with WealthTrace.

Frequently asked questions

  • WealthTrace advisors receive responsive, high-quality support from our team to help them get the most out of the software. Whether you need help setting up plans, understanding features, or working through a client planning question, our team is available to provide knowledgeable support when you need it.

  • Yes. Advisors can switch from a quarterly subscription to an annual subscription if they prefer. Add-on features can be selected later.

  • Advisors can create as many client plans as they need. They can also create customized reports for client meetings and give clients access to their plans through the client portal. Advisors can choose whether each client has view-only access or permission to make changes.

Two women having a conversation at a wooden table in an office with a brick wall background. One woman is wearing glasses and a blue top, and the other has long black hair. There is a laptop and a notepad on the table.
Two women having a conversation at a wooden table in an office with a brick wall background. One woman is wearing glasses and a blue top, and the other has long black hair. There is a laptop and a notepad on the table.

Bring WealthTrace to your clients

Request a demo or explore the advisor version with a fully built sample client plan that matches your clientele.

Start free trial
Explore a sample plan
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