Don't leave your retirement up to inaccurate software or calculators.

Comprehensive retirement planning software

WealthTrace's retirement planning and financial planning software not only gives the most accurate projections, but also allows you to track your investment holdings, performance, transactions, and fees.

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 you how to overcome retirement hurdles. We have versions for financial advisors and personal use by consumers.  Our retirement planning software makes it easy to model real estate, refinancing, college education costs, 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. Linking your investment accounts is the best way to get an accurate sense of where your investments are and where they will be in the future.

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, and Roth conversions. WealthTrace adjusts to changing data in real time. The WealthTrace retirement planning app works on a PCS, Macs, 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 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

Read full review here.



 
Voted Best Retirement Planning Software by AdvisoryHQ

"...WealthTrace is the rising tide that lifts all boats."
AdvisoryHQ Reviews

Read full review here.

 
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 is the most accurate and best retirement planner on the market. It is accurate, comprehensive, and flexible. With the ability to link investment accounts, track your wealth, and easily run retirement projections, it is retirement planning software for everybody.