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Products November 8, 2011
WealthTrace Releases Retirement Planning Application
WealthTrace has
released an online retirement planning application for financial advisers and
individuals who want to create their own retirement plan.
Reported by PLANADVISER staff
WealthTrace, a provider of retirement planning software, has created an application that allows users to find out how much money they are expected to have when they retire, as well as when their money will run out. They can then use the software to generate ideas and solutions.
The company says advisers can benefit from the software in the following ways:
• Client-interactive approach to help make clients part of the process
• Advisers can show their clients, rather than telling them, how they can reach their retirement goals
• On-screen answers and scenario results will show clients immediately what can happen when variables change
• Users can get started right away without having to attend a demo
For more information, visit http://www.mywealthtrace.com.