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Chart your course to financial independence

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.



OnTrajectory
Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
  • Case Studies

OnTrajectory Core Features

Focus of Financial Planning Feature
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition
  • Tax Management

OnTrajectory Pricing

Pricing Type
  • Flat Rate
Free Version
  • No
Free Trial
  • 14 Days Trial
Payment Frequency
  • Monthly Payment
Vendor pricing page
Plans & Packages
Standard
$49.00 Per Month

OnTrajectory Reviews

5.0 2 Reviews
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Anonymous

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 :)

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Jay

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...

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating