Best WealthTrace Alternatives in 2026
Updated
20 tools from financial planning software ranked against WealthTrace on the same published basis.
- 1WealthTrace vs Boldin
- 2WealthTrace vs ProjectionLab
- 3WealthTrace vs MaxiFi
- 4WealthTrace vs MoneyGuide
- 5WealthTrace vs myprosperity
- 6WealthTrace vs Betterment
- 7WealthTrace vs FE CashCalc
- 8WealthTrace vs Conquest
- 9WealthTrace vs LivePlan
- 10WealthTrace vs AstuteWheel
- 11WealthTrace vs Elements
- 12WealthTrace vs eMoney Advisor
- 13WealthTrace vs RightCapital
- 14WealthTrace vs Xplan
- 15WealthTrace vs MyPlan
- 16WealthTrace vs Orion Portfolio Accounting
- 17WealthTrace vs Scenarios
- 18WealthTrace vs EVPro
- 19WealthTrace vs Planswell
- 20WealthTrace vs PlanTechHub
WealthTrace alternatives compared
| # | Tool | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Boldin | 7.5 | Free plan | $12/mo | Android, iOS, Web |
| 2 | ProjectionLab | 7.5 | Free plan | $10.75/mo | Android, API, iOS, Web |
| 3 | MaxiFi | 7.4 | No | $12.42/mo | Android, iOS, Linux, Mac, Web, Windows |
| 4 | MoneyGuide | 7.4 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 5 | myprosperity | 7.4 | Free plan | A$14.95/mo | Android, iOS, Web |
| 6 | Betterment | 7.3 | Free plan | $0.05/mo | Android, iOS, Web |
| 7 | FE CashCalc | 7.3 | No | £80/mo | Android, iOS, Web |
| 8 | Conquest | 7.2 | No | — | API, Web |
| 9 | LivePlan | 7.2 | No | $15/mo | Android, iOS, Mac, Web, Windows |
| 10 | AstuteWheel | 7.1 | No | A$25/mo | Web |
| 11 | Elements | 7.1 | Free plan | $149/mo | Android, iOS, Web |
| 12 | eMoney Advisor | 7.0 | No | — | Android, API, iOS, Web |
| 13 | RightCapital | 7.0 | No | $12.50/mo | Android, iOS, Web |
| 14 | Xplan | 7.0 | No | — | Android, API, iOS, Web |
| 15 | MyPlan | 6.9 | Free plan | Free | Web |
| 16 | Orion Portfolio Accounting | 6.8 | No | $1083.33/mo | Android, API, iOS, Web |
| 17 | Scenarios | 6.8 | Free plan | £60.50/mo | Web |
| 18 | EVPro | 6.6 | No | — | Web, iOS, Android, Mac, Windows |
| 19 | Planswell | 6.3 | No | — | Android, iOS, Web |
| 20 | PlanTechHub | 6.2 | No | $90/mo | Web |
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Questions about WealthTrace alternatives
What is the best alternative to WealthTrace?
Boldin, number 1 in financial planning software with a score of 7.5 out of 10. The others here: ProjectionLab, MaxiFi, MoneyGuide and 16 more.
What is the best free alternative to WealthTrace?
Boldin is the best-ranked alternative with a free plan. 7 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.