The WealthTrace Retirement Planner
The WealthTrace retirement planner is a fully hosted, online retirement planning solution. Our software will tell you, based on your assumptions, when your clients' 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.
For financial advisors, too many applications require hours of training, are not intuitive to use, and force the clients to sift through up to 150 pages of information to get to their answers. With our interactive and easy to use interface, the days of searching through pages of reports to find your answers are over.
WealthTrace has taken a different approach to retirement planning software: