OnTrajectory's advanced personal financial planning software makes it easy to test your assumptions and track your progress toward financial independence.Impress and empower your clients with a shared source of truth for financial planning that you control.Other financial tools constrain your ability to test different assumptions and model complex scenarios. OnTrajectory Pro was built to handle your client’s toughest questions.

Core Features
Financial Planning Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition
  • Tax Management
Pricing Type
Flat Rate
Free Version
Payment Frequency
Monthly Payment
Vendor pricing page
14 Days Trial
Plans & Packages
$49.00 Per Month
Customer Reviews
5.0 (2 Reviews)

Best of the Lot

posted on 13/4/21

Super easy to get started, AND incredibly flexible -- it works very different from other of the tools I've seen like this. I only wish it were free :)

Easy to use and affordable planner

posted on 13/4/21
I have been using OnTrajectory for a while and I really like the slick user interface and instantaneous projections that the tool provides. They have added a ton of features over the years. Pretty cheap for a tool with a rich set of features that others charge an arm and a leg for...
Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
  • Case Studies