WealthTrace

WealthTrace provides web-based financial planning software that has an extremely easy to use, intuitive interface, helping advisors slash the amount of time they spend entering retirement plans. All of the answers to advisor and client questions can be viewed easily on the screen, without having to dig through the report. Even though the software is simple to use, it does not sacrifice analytical power and other useful features. The software provides the following features (in addition to many others): Monte Carlo Analysis, Goals-Based Planning, What-If Scenarios, Client Portal, Vectoring Of Returns And Inflation Through Time, Interactive Charts, Earmarking Of Funds For Goals, Ability To Create Your Own Asset Classes, and Professional Reporting.