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 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.
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 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.