Press & Testimonials

WealthTrace is the Best We've Seen- We have spent years trying different planning software packages...We have just begun using the WealthTrace system and believe we have finally found what we have been looking for. We are able to apply our methodology and produce the results we need to be consistent with what we are communicating to our clients. The ability to change inputs and get immediate results is a huge time-saver. Between the low price for the system and the speed with which we can get results, we believe this may be the best thing that has happened to our practice in years.”

-Dion Collins, CFP
Collins Advisory

“I love this product. It is the easiest to use retirement planning application for advisers that there is. Clients also love how they get to be involved, especially when creating scenarios. I am forever done with financial planning applications that push 150 pages of reports on me and my clients and ask us to sift through the results.”

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“This product is exactly as advertised. It is easy to set up and use, gives excellent data and makes running various scenarios simple. It is way more versatile and accurate than free programs available on-line. I'm delighted with my purchase. ”

-Rick Gilmore
User of Individual Version

“...sophisticated because it allows an advisor to build what-ifs using different year-by-year rates of return and inflation.
For example, you can create elaborate assumptions not permitted by popular professional retirement planning applications that cost more. You can create multi-period plans that assume one economic scenario for five years, another scenario the next five years and another scenario the next 10 years.
A wealth manager can thus model a long-term picture and overlay his or her view of the economy and markets on a plan. It’s the kind of work professionals do because it helps them as well as their clients understand and plan thoughtfully for scenarios an advisor believes are most likely to occur.”

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“Their calculator will tell you, based on your assumptions, when money will run out in retirement, what the shortfall will be, and what you can do to change the situation. All of this is done accurately, intuitively, and comprehensively.”

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“I find the WealthTrace Retirement Planner to be very easy to use, the data input is very logical and the resulting color graphical outputs and tables extremely useful. The ability to run different "what if" scenarios makes the program highly versatile. 

All of my product support inquiries have been dealt with expeditiously. I am very satisfied with WealthTrace and have no hesitation in recommending it to anyone interested in a personal financial program. ”

-Angel Cruz
User of Individual Version

“I have found the WealthTrace program to be extremely easy to use, powerful and easily understood by clients.  It is very simple to update information in the future and so convenient that you can do it from your smart phone or tablet while you are meeting with a client.  I would definitely recommend this program to others.

-Bryan Burkhart, AIF ®, CBC
Burkhart Investment Group

“It was very easy to set up my plan and within a few minutes I was able to stress test various retirement scenarios to understand my retirement risks. I am very happy with WealthTrace.”

-Tom Mack
User of Individual Version

“I have been searching for quite some time for a software program to assist in retirement planning. I worked with Fidelity's, Mint's, and Quicken's retirement planners and I felt they oversimplified things a bit too much. Mint and Quicken also seem to deal more with paying bills and monthly budgeting which I did not need. True to its advertising, it's simple but yet detailed enough to cover a variety of situations and easily allows you to do scenario planning. I also like that the software can do Monte Carlo simulation. Check out the videos! - they sold me on the software.

I was a bit worried about paying $239 for an online software program that I found the internet, and knew nothing about except what I read on the internet, but I am now glad I took the leap. Excellent Choice! ”

-Wealthy&Wise ( reviewer)
User of Individual Version

“Individuals looking to create their own retirement plan can save thousands of dollars by using the WealthTrace retirement planner.”

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