WealthTrace
WealthTrace
Award Winning Modern Financial Planning Software
With WealthTrace’s intuitive interface you can get started on financial and retirement plans right away.
Cut the time you spend building plans by more than half. Client accounts update each night with the latest balances and holdings using our account linking service through Yodlee. Instead of spending countless hours thumbing through user guides, you can jump right in and get started.
The WealthTrace client portal allows your clients to track their progress and be involved. It is so easy to understand that many advisors have their prospects and clients start their own financial plan using the client portal.
FPA Advantage
FPA members can receive 20% off their first year of WealthTrace.
Benefits
1) Client portal where clients can log in and view their plan
2) Import investment accounts via Yodlee and multiple advisor platforms
3) Custom Report Templates
4) Client Questionnaire/Fact Finder
6) Model portfolios: Create custom model portfolios and apply them to investment allocations
7) Enter investment holdings and have balances update automatically
8) Model and analyze annuities
9) Free logo on site and in reports
10) Vary the inflation rate over time for more accurate results
11) Powerful scenarios such Roth Conversions, Asset Allocation, Tax Changes, and Bear Markets