Best WealthTrace Alternatives in 2026
Updated
20 platforms from financial planning software ranked against WealthTrace on the same published basis.
- 1WealthTrace vs Conquest
- 2WealthTrace vs ProjectionLab
- 3WealthTrace vs Xplan
- 4WealthTrace vs Orion Portfolio Accounting
- 5WealthTrace vs eMoney Advisor
- 6WealthTrace vs AstuteWheel
- 7WealthTrace vs myprosperity
- 8WealthTrace vs Betterment
- 9WealthTrace vs FE CashCalc
- 10WealthTrace vs MyOwnFP
- 11WealthTrace vs MyPlan
- 12WealthTrace vs Pocket Risk
- 13WealthTrace vs Boldin
- 14WealthTrace vs Elements
- 15WealthTrace vs Scenarios
- 16WealthTrace vs LivePlan
- 17WealthTrace vs EVPro
- 18WealthTrace vs MoneyGuide
- 19WealthTrace vs Kerdora
- 20WealthTrace vs MaxiFi
WealthTrace alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Conquest | 7.3 | No | — | API, Web |
| 2 | ProjectionLab | 7.2 | Free plan | $10.75/mo | Android, API, iOS, Web |
| 3 | Xplan | 7.0 | No | — | Android, API, iOS, Web |
| 4 | Orion Portfolio Accounting | 6.8 | No | $1083.33/mo | Android, API, iOS, Web |
| 5 | eMoney Advisor | 6.7 | No | — | Android, API, iOS, Web |
| 6 | AstuteWheel | 6.0 | No | A$25/mo | Web |
| 7 | myprosperity | 6.0 | Free plan | A$14.95/mo | Android, iOS, Web |
| 8 | Betterment | 5.9 | Free plan | $0.05/mo | Android, iOS, Web |
| 9 | FE CashCalc | 5.9 | No | £80/mo | Android, iOS, Web |
| 10 | MyOwnFP | 5.9 | Free plan | $3.33/mo | Web |
| 11 | MyPlan | 5.9 | Free plan | Free | Web |
| 12 | Pocket Risk | 5.9 | No | — | Android, iOS, Web |
| 13 | Boldin | 5.8 | Free plan | $12/mo | Android, iOS, Web |
| 14 | Elements | 5.8 | Free plan | $149/mo | Android, iOS, Web |
| 15 | Scenarios | 5.8 | Free plan | £60.50/mo | Web |
| 16 | LivePlan | 5.6 | No | $15/mo | Android, iOS, Mac, Web, Windows |
| 17 | EVPro | 5.4 | No | — | Android, iOS, Mac, Web, Windows |
| 18 | MoneyGuide | 5.4 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 19 | Kerdora | 5.3 | No | $3.50/mo | Web |
| 20 | MaxiFi | 5.3 | No | $12.42/mo | Android, iOS, Linux, Mac, Web, Windows |
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Questions about WealthTrace alternatives
What is the best alternative to WealthTrace?
Conquest, number 1 in financial planning software with a score of 7.3 out of 10. The others here: ProjectionLab, Xplan, Orion Portfolio Accounting and 16 more.
What is the best free alternative to WealthTrace?
ProjectionLab is the best-ranked alternative with a free plan. 8 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, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it.