Reviews
No one has reviewed Wealthtrace yet.
Features
8 of 16 answered so far. Compare all Financial Planning tools →
Cash-flow planning · Year-by-year projections of income, spending and assets
✓ Yes · from their website (source)
Goals-based planning · Plans built around goals, with a probability of reaching each
Not known yet
Monte Carlo · Simulations of many market outcomes
✓ Yes · from their website (source)
Live what-if scenarios · Change assumptions with the client and see results right away
✓ Yes · from their website (source)
Tax planning · Multi-year tax projections, Roth conversions, brackets
✓ Yes · from their website (source)
Social Security · When to claim, for one or a couple
✓ Yes · from their website (source)
Estate planning · Estate flowcharts, transfer and estate tax projections
Not known yet
Insurance & LTC · Life, disability and long-term care needs analysis
✓ Yes · from their website (source)
Education & 529 · College funding goals and 529 projections
Not known yet
Equity compensation · Stock options, RSUs and ESPP
Not known yet
Account aggregation · Pulls in held-away accounts automatically
Not known yet
Client portal · Clients log in to see their plan, accounts and documents
✓ Yes · from their website (source)
AI assistant · Builds plans, answers questions or summarizes with AI
✓ Yes · from their website (source)
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
Use Wealthtrace? Say what it has and how it really works
Integrations
Listed on the vendors' websites, and what advisors who use both say. How's your Wealthtrace ↔ ____ integration?
