Trak financial planning software

It is way more versatile and accurate than free programs available on-line. I'm delighted with my purchase. I worked with Fidelity's, Mint's, and Quicken's retirement planners and I felt they oversimplified things a bit too much. Mint and Quicken also seem to deal more with paying bills and monthly budgeting which I did not need. True to its advertising, it's simple but yet detailed enough to cover a variety of situations and easily allows you to do scenario planning.

I also like that the software can do Monte Carlo simulation. Check out the videos! Excellent Choice! Once you have mastered it, it's second to none. Customer service is awesome. This program gives you a realistic look at where you are and what you need to do to get where you want to be. Monte Carlo is essential if you want to a legitimate look of where you are.

It does everything it says it does and more. It is very simple to update information in the future and so convenient that you can do it from your smart phone or tablet while you are meeting with a client. I would definitely recommend this program to others. Powerful enough for advisors, easy enough for individuals. Learn More. Take control of your future. Our People. Our Vision, Mission and Values. Our Business. Media Centre. Corporate Governance.

Board of Directors. Senior Management. Business Development Team. Franchise Recruitment Team. Working at Fiducian. Shareholder Centre. ASX Annoucements. Annual Report. Find a Financial Planner. Become a Franchisee. Financial Advice The Fiducian Difference Quality financial advice with tailored solutions to meet your financial and lifestyle goals.

How we help you A financial plan will create, manage and protect your wealth over the long term. Find a Financial Planner An Australia-wide community of financial planners to best suit your location. The Advice Process Clear and transparent financial advice process. Why choose us The real difference lies in our ability to form lasting client relationships based on trust and integrity.

As leaders in the financial services industry, Michael and Alan are strong advocates for evolving the field of financial planning beyond assets under management to helping clients build wealth, from the ground up. The fee-for-service model of financial planning is now road-ready with AdvicePay. How did they do it? Learn more. Learn more about our amazing team, in Montana and beyond. Skip to content.