Individuals: Standard
$229 a year
Unlimited use · Email support · Live chat support · Monte Carlo analysis · What-if scenarios · Link investment accounts · Expert one-on-one support available at add-on charge
Checked 9 Oct 2026
Plans and prices
WealthTrace pricing
Individuals: Deluxe
$289 a year
Unlimited use · Email support · Live chat support · Priority support over Standard · Monte Carlo analysis · What-if scenarios · Link investment accounts · Historical investment data and performance · Roth conversion and asset allocation scenarios · Expert one-on-one support available at add-on charge
Checked 9 Oct 2026
Advisor
$1,049 a year
Email and phone support · Client portal · Online fact finder · Model portfolios · Customized reports · Monte Carlo analysis · Link client accounts using Yodlee · What-if, asset allocation, and Roth conversion scenarios; add-on charges may apply
Checked 9 Oct 2026