WealthTrace

WealthTrace provides Flexible Financial Planning and Retirement Planning Software. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They also list Finance and Financial Services, so expect those to show up in the feature set. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

WealthTrace is based in Boulder, Colorado. Their site is mywealthtrace.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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