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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.

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Customer Rating Review Scorebased on 350 reference ratings
4.8/5.0 (350)

3Testimonials

  • "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!"

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Read WealthTrace Reviews, Testimonials & Customer References from 3 real WealthTrace customers.