Side by side
LivePlan vs WealthTrace
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidiPhoneMac+2
LivePlan brings business planning, forecasts, market research, and presentation creation into a web service. Buyers should account for its internet requirement and single-active-company limit.
Visit LivePlan Free trial Web
WealthTrace brings investment tracking and detailed retirement scenario and tax modeling into a web-based planning product. Its paid starting price and possible add-on charges are worth considering alongside the free trial.
Visit WealthTraceThe facts
| LivePlan | WealthTrace | |
|---|---|---|
| Free plan | No | A free trial |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Mac, Web, Windows | Web |
| Lowest paid plan | Standard: $15 a month | Individuals: Standard: $229 a year |
| Plans published | 4 | 3 |
| Maker | LivePlan | Not published |
| Website | liveplan.com | mywealthtrace.com |
| On financial planning software | #22 of 34 | #26 of 34 |
LivePlan: what it does well
- Forecasts three financial statements together.
- Includes AI-powered idea validation.
- Market research includes geography-specific insights.
- Plans provide access to more than 550 samples.
- Exports plan presentations to PDF or PowerPoint.
What to know first
- No free trial is offered.
- All functions require an internet connection.
- There is no mobile app.
- Only one company can be active at a time.
WealthTrace: what it does well
- Models retirement income, taxes, and Social Security
- Monte Carlo simulations and what-if comparisons
- Can link or manually enter investment accounts
- Free trial does not require a credit card
What to know first
- No free plan
- Standard starts at $229 a year
- Some additional plans, account links, and add-ons may cost extra
Alternatives to LivePlan Alternatives to WealthTrace The whole list