WealthTrace
Financial Planning For Everybody
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.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Android
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Windows
Knowledge Base
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Help Guides
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Blogs
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Case Studies
Media
WealthTrace Core Features
Focus of Financial Planning Feature
- Accounting Integration
- Consolidation/Roll-Up
- Investment Management
- Risk Management
- Tax Management
WealthTrace Pricing
Pricing Type
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Flat Rate
Free Version
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No
Free Trial
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14 Days Trial
Payment Frequency
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Monthly Payment
Plans & Packages
Standard
$229 Per Year
WealthTrace Reviews
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