AnonymousVerified Review
Posted on Apr 13, 2021
“Best of the Lot”
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 :)
OnTrajectory
Deployment
WindowsWeb-based
Best for
SmallMediumLarge
Overview
About OnTrajectory
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.
At a glance
Software information
Industries served, licensing and the support OnTrajectory provides.
Licensing
- Monthly Payment
- Free trial
Support
- Online (Ticket)
Training
- Help Guides
- Blogs
- Case Studies
Knowledge Base
- Help Guides
- Blogs
- Case Studies
Review analytics
What customers report
5.0
Based on 2 verified reviews
What users say
Review Analytics of OnTrajectory
Every review is verified through Goodfirms before it's published.
JayVerified Review
Posted on Apr 13, 2021
“Easy to use and affordable planner”
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...
Capabilities
OnTrajectory features
The full feature set, grouped by module.
Plans
OnTrajectory pricing
Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment
Free Trial
14 Days
Standard$49.00 / month
Media
Screenshots & video
