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 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.
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 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.