Unifimoney Customers are eligible for this special offer - one free month of OnTrajectory Unlimited. Log in to Unifimoney and click on “OnTrajectory” to get started.
OnTrajectory is Financial Planning software so easy and intuitive that regular people can create their own lifetime models - but it's powerful enough that it can support any professional practice.
It answers questions beyond 'when can I retire?' -- you can visualize how future college costs or buying a home will affect you in 30, 40 or 50 years. And if you don't like the first answer you see, you can experiment with different ways to reach your financial goals.
You don't have to be a sophisticated investor. With OnTrajectory, if you can imagine it, you can plan for it.
Insights and expert tips to help you understand your trajectory and achieve your goals.
Get an OT team member to to review your trajectory and make sure you have everything in the right place.
Beginner or an expert, just starting with a spending plan or long time investor, we’ve got you covered.