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Wealth Utilities

WealthTrace

Comprehensive financial planning software for advisors and their clients.

"WealthTrace is a comprehensive financial planning software designed for financial advisors. It provides tools for retirement planning, investment analysis, and estate planning, enabling advisors to create detailed financial projections and reports for their clients. Firms use WealthTrace to deliver sophisticated planning services and enhance client engagement."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #338 in Wealth Utilities
Validated Adoption
8 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Retirement planning projections
Investment portfolio analysis
Estate planning tools
Monte Carlo simulations
Client portal access

Primary Use Cases

Retirement income planning
Estate planning projections
Investment portfolio analysis
Client goal tracking

Agentic Intelligence Briefing

"WealthTrace empowers financial advisors with robust financial planning tools to create and manage comprehensive client financial plans."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive financial planning capabilities
Robust Monte Carlo simulations
Estate and tax planning tools
Retirement planning focus

Adoption Hazards

User interface can feel dated
Reporting customization could be improved
Potentially overwhelming for smaller firms with basic needs

Stack Compatibility Profile

How WealthTrace integrates into institutional RIA stacks.

8 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
Elements Financial Planning
75%
Stack Correlation
Advisor Websites (Responsive)
75%
Stack Correlation
Morningstar Office
75%
Stack Correlation
Zoom
63%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor
2RightCapital
3MoneyGuidePro

Value Proposition

"WealthTrace provides RIAs with sophisticated financial planning and analytical tools to help clients achieve their long-term goals with confidence."

Vendor Dossier

WealthTrace logoW
WealthTrace
wealthtrace.com
Corporate Portal

Audit Your RIA Stack

See how WealthTrace fits into your overall tech efficiency score.

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