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. We have versions for both financial advisors and for personal use by consumers.Link your accounts and have them update automatically every day. WealthTrace is accurate, taking into account complex tax laws and every account type you can think of.

Core Features
Financial Planning Features
  • Accounting Integration
  • Consolidation/Roll-Up
  • Investment Management
  • Risk Management
  • Tax Management
Pricing Type
Flat Rate
Free Version
Payment Frequency
Monthly Payment
Vendor pricing page
14 Days Trial
Plans & Packages
$229 Per Year
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Android
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
  • Case Studies
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