Review Detail

We have spent years trying different planning software packages -- each time with the hope they would reflect our philosophy of money management, but to no avail. Every time there were issues and limitations with asset allocation, taxes, etc. that did not allow us to accurately represent how we actually manage our clients accounts. In desperation, we spent a couple of years and thousands of dollars attempting to build a system using excel, which does work, but is extremely cumbersome. We have just begun using the WealthTrace system and believe we have finally found what we have been looking for. We are able to apply our methodology and produce the results we need to be consistent with what we are communicating to our clients. The ability to change inputs and get immediate results is a huge time-saver. Between the low price for the system and the speed with which we can get results, we believe this may be the best thing that has happened to our practice in years. The other major plus of using the system is that - at least for now - we are in direct contact with the creator, Doug Carey, who will work with us to add features, etc. if we find we need them. You can't put a price tag on that.