WealthTrace Description
Plan your retirement without the guesswork. WealthTrace provides the most accurate financial forecasts and allows you monitor your investment holdings. Don't let your retirement be a matter of chance. WealthTrace allows you to take control of your retirement. You can find out if your finances are sufficient to retire comfortably and what you can change to improve your financial situation. Link all your investment accounts to track and monitor your holdings and balances. Your accounts will be updated every day. This allows you to track performance and transactions, fund fees, investments balances, etc. The latest security measures ensure that your data is secure. As you alter your assumptions, you can watch the financial projections change live. Instant feedback on changing assumptions such as savings rates, retirement dates and expenses, withdrawal orders and more. Find out what your optimal withdrawal rate is and how much money you need to set aside for retirement.
WealthTrace Alternatives
iPM Portal
iPM Portal integrates portfolio software and CRM functions. This gives users a complete view of portfolio information, including analytics and contact information for accounts, portfolios, and composites. Our wealth management software portal offers clients access to a cutting-edge digital experience. Wealth management software that can be customized to create dashboards for individual, customized or aggregate-level accounts. Software for portfolio management and investment reporting. Software for investment management and portfolio onboarding. Portfolio data and performance analytics for accounts, including holdings, rates-of-returns, transactions, etc. (investment manager software). Client portal allows clients to access their account information in a secure and informative way. Access to account information, reports, transactions, and other documents via the internet.
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Equisoft/plan
Our compliant, holistic financial planning software allows you to make credible plans for your customers' future based on an in-depth understanding of their current situation. The intuitive user interface guides the collection of income, expenses, assets, and liabilities in one place. You can cover all variables with retirement and insurance needs projections. Save time by accepting, rejecting or modifying platform-generated recommendations. Use the regularly updated assumptions or customized assumptions to align your firm's policy. Our report templates are customizable to meet the needs of your clients. Add personalized, detailed content to each section of the report.
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Mezzi
Mezzi is an innovative way to build wealth, and gain insights that are usually reserved for expensive wealth advisors. Mezzi allows you to keep all your investment accounts, while using its personalized steps to reduce fees, increase passive income and optimize your portfolio. Smart investing means having all your investments in one location. Compare performance and allocations between your different accounts, and start optimizing. Mezzi's tips will help you rebalance and invest your extra cash. Managing investment taxes can be complicated. Mezzi's AI-powered suggestions and advanced calculators make it easy to save money on taxes. Mezzi's AI will suggest cheaper funds with similar exposure, so you can save thousands of dollars in fees. Your privacy and security of your data is paramount to us at Mezzi. You can be sure that your data will remain yours. We will never sell your data to third parties.
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Mobius Wealth
Mobius Wealth, a mobile wealth management app for mobile devices, integrates with your back-end system. This allows you to offer your clients a seamless digital experience across all channels (web and mobile). Mobius Wealth pulls data from your existing systems (wealth/investment/trading platforms and market-data feeds) to create a single, attractive presentation. It follows the highest security standards. It's a native mobile app that can connect to any back end system in the financial services sector. Portfolio monitoring and drill-down capabilities: holdings performance, transactions. Full portfolio analytics, as well as comparisons to model portfolios. Client service has been improved by allowing clients and RMs/FAs to access information. White-labeled to highlight the organization's specific brands and services to clients. Conforms to the highest standards of web and mobile app security.
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Pricing
Pricing Starts At:
$229 per year
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
WealthTrace
Headquarters:
United States
Website:
www.mywealthtrace.com
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Product Details
Platforms
SaaS
Type of Training
Documentation
Videos
Customer Support
Online
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