Financial planning software for everybody

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 and how to overcome retirement hurdles. We have versions for both financial advisors and for personal use by consumers. Our retirement planning software makes it easy to include a budget, college education costs, real estate, complex sales of assets, and more. 

Link your investment accounts

Link Your Accounts & Plan with Confidence

Link your accounts and have them update automatically every day. Track your asset allocation, performance, and transactions. WealthTrace is accurate, considering complex tax laws and every account type you can think of. Being able to link your investment accounts is the best way to get an accurate sense of where your investments are currently and where they project to be by the time you reach your desired retirement age.

Retirement planning what-if scenarios

Run Powerful Scenarios

This is no ordinary retirement calculator. Our retirement planning software allows users to 
run Monte Carlo simulations and what-if scenarios on market downturns, life insurance, retirement income analysis, safe withdrawal rates, and Roth IRA transfers. Retirement modeling isn’t always a linear process. WealthTrace adjusts to data in real time The WealthTrace retirement planning app works on a Mac, PCs, tablets, and mobile phones.

Find solutions using WealthTrace retirement planning software

Find Solutions to Tough Questions

Quickly change assumptions in our financial planning software for retirement 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 live chat, email, or by phone. Real financial planning experts will answer your questions.

Best retirement planning software
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.