Financial Advisors

Are you tired of retirement planning software that doesn't allow the clients to be involved? Are you and your clients frustrated with having to dig through hundred page reports to answer your most important questions? Do you want to run interactive scenarios and watch the client's retirement situation change on the screen in real time? If so, the WealthTrace Retirement Planner is very likely for you. With our Retirement Planner you can do the following:

• Get started quickly without watching hours of demos.
• Easily find inputs and outputs on the screen without digging through a questionnaire format.
• As inputs change, always see the age of first shortfall, shortfall amounts, probability of success, and Investment totals both at retirement and at the end of the plan change in real time on the screen.
• Find solutions to your clients' retirement issues interactively, with the clients involved.
• Use powerful Monte Carlo analysis to calculate the probability of clients funding all of their goals.
• Run multiple scenarios at one time to home in on the right solution for your clients.
• Run asset allocation scenarios, showing clients how your asset allocation strategies can help them with a secure retirement.
• View before and after scenario results on one screen without having to go to reports.
• Run Insurance Needs Analysis for Life Insurance and Long-Term Care Insurance.
• Use our unique Solving Tool to quickly find solutions to a variety of goals.
• View all inputs and outputs. There is no "black-box approach" here.
• Vector returns and inflation through time. Set them to any value in any year.
• Customize your own reports and create an unlimited number of report templates.
• Have access to our support staff, including a CFA and Registered Investment Advisor for more complex questions.

For a comparison of the typical retirement planning software vs ours go here.

Individuals

Do you want to know how much money you'll have when you retire? Do you want to know if you will run out of money in retirement? Do you want to understand how much you can spend in your retirement years and still not run out of money? If so, the WealthTrace retirement planner is very likely for you. With our retirement planner you can do the following:

• Stop guessing if you can retire when you want to.
• Eliminate the stress of not knowing when you can retire and when you might run out of money.
• Stop using inaccurate, "free" software that can be off by years and thousands of dollars.
• Finally feel comfortable knowing how much money you will have when you retire.
• Know exactly what you need to do to meet your retirement goals.
• Easily find inputs and outputs on the screen without digging through a questionnaire format.
• As inputs change, always see Age of First Shortfall and Shortfall Amounts change in real time on the screen.
• Run powerful Monte Carlo analysis to calculate the probability of never running out of money.
• Run multiple scenarios at one time to home in on the right solution for you.
• View before and after scenario results on one screen without having to go to reports.
• Save your information and update your plan any time you want.
• Have access to our support staff, including a CFA® and Registered Investment Advisor for more complex questions.
• Receive one on one help completing your plan along with real financial and investment advice from our in-house CFA ® and financial advisor. Click here for more information on this option.

Ask yourself, would you trust your taxes to a free tax calculator? Then why trust something as important as your retirement plan to free, inaccurate calculators that can set you on an irreversible and dangerous course?

For a comparison of the typical retirement planning software vs ours go here.