Financial Planning Software and Retirement Planning Software for everybody.
Powerful enough for advisors, easy enough for individuals.
Take control of your future.
Our individual version allows you to control your own retirement plan. We accurately answer the question, “How much do I need to retire?”
Ranked in Smart Asset’s 2020 “Best Financial Planning Software Programs”
“WealthTrace allows you to run scenarios on things like market downturns, life insurance needs and retirement income.”
SmartAsset Reviews
Read full review here.
Voted Best Retirement Planning Software by AdvisoryHQ
“…WealthTrace is the rising tide that lifts all boats.”
AdvisoryHQ Reviews
Read full review here.
WealthTrace has the power and accuracy that advisors demand, but with an interface that consumers can enjoy. Advisor Financial Planning and Personal Financial Planning Software: Flexible, interactive, financial and retirement planning software for everybody.
Testimonials
What people say about us
“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
“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
“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. Excellent Choice!”
Wealthy & Wise, Amazon.com Review
“I really like this program. Once you have mastered it, it’s second to none. Customer service is awesome.
1. This program gives you a realistic look at where you are and what you need to do to get where you want to be.
2. Monte Carlo is essential if you want to a legitimate look of where you are.
3. It does everything it says it does and more.”Robert Toscano, User Of Individual Version (Amazon Review)
“Individuals looking to create their own retirement plan can save thousands of dollars by using the WealthTrace retirement planner.”
Insurancenews.net
“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, User Of Advisor Version
Prices
Individuals: Basic
$229 First Year $169 Renewal
- Unlimited Use
- Email Support
- Live Chat Support
- No Scenario Capabilities
- No Scenario Capabilities
- No Scenario Capabilities
- No Scenario Capabilities
- No Scenario Capabilities
- No Scenario Capabilities
- No Scenario Capabilities
- No Scenario Capabilities
- No Scenario Capabilities
Individuals: Advanced
$249 First Year $209 Renewal
- Unlimited Use
- Email & Phone Support
- Live Chat Support
- Access Expert One On One Support
- Monte Carlo Analysis
- What-If Scenarios
- Link Your Investment Accounts
Individuals: Deluxe
$309 First Year $269 Renewal
- Unlimited Use
- Email & Phone Support
- Live Chat Support
- Access Expert One On One Support
- Monte Carlo Analysis
- What-If Scenarios
- Link Your Investment Accounts
- Historical Data For Investments
- Performance History
- View Your Fund Fees
- Roth Conversion Scenarios
- Asset Allocation Scenarios
- Federal Income Tax Scenarios
Advisor
$899 Per Year
Or $275 Per Quarter
- Email & Phone Support
- Client Portal
- Online Fact Finder
- Model Portfolios
- Customized Reports
- Monte Carlo Analysis
- Link Client Accounts Using Yodlee*
- What-If Scenarios
- Asset Allocation Scenarios
- Roth Conversion Scenarios
*Add on charge applies.
Get Detailed Advisor Pricing