WealthTrace provides web-based retirement planning solutions for financial advisors. The software will tell you, based on your assumptions, when your clients' money will run out in retirement, what the shortfall will be, the probability of plan success using Monte Carlo, and what you can do to change the situation. WealthTrace offers customizable reports, flexible scenario capabilities and provides immediate answers on the screen, helping you illustrate plans to both clients and prospects.
Integration Features
  • Access critical Veo client data such as account information, balances and positions
  • Leverage Veo client data in a variety of planning and reporting tools
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