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Is WealthTrace the Right Financial Planning Software for You?

Is WealthTrace the Right Financial Planning Software for You?

Posted by on Dec 30, 2013 in Software Review

“If we command our wealth, we shall be rich and free; if our wealth commands us, we are poor indeed.” — Edmund Burke The market for financial planning software has exploded over the past five years with new entrants bringing innovative approaches for managing client’s wealth and planning their retirement.  As part of my series on […]

iPad App Review: goalGetter

iPad App Review: goalGetter

Posted by on May 9, 2012 in Software Review

This is a review of the goalGetter iPad app from ASI Advisor Software. goalGetter is a personal financial planning app targeted at the end investor.  It is a very simple tool designed to help plan for large financial events.  It’s easy to use with a clean, intuitive layout that allows you to drag and drop to […]