WealthTrace

Financial planning software and retirement planning software for everyone. 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 resul...

Financial planning software and retirement planning software for everyone. 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 if you will outlive your money. We have versions for both financial advisors and for personal use by consumers. Quickly change assumptions such as retirement age, savings, rates of return, and spending to see how each change impacts the plan.