WealthTrace is accurate, taking into account complex tax laws and every account type you can think of.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. They have versions for both financial advisors and for personal use by consumers.
"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."
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