Unifimoney is Pleased to Announce a Partnership with OnTrajectory

A leading provider of a financial planning software

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.

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Official partnership with:
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Laptop mockup showing screenshot of OnTrajectory's financial planning software

What Is OnTrajectory?

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.

Watch Video Tutorials

Insights and expert tips to help you understand your trajectory and achieve your goals.

Ask A Pro

Get an OT team member to to review your trajectory and make sure you have everything in the right place.

Upcoming Workshops

Beginner or an expert, just starting with a spending plan or long time investor, we’ve got you covered.

OnTrajectory's financial planning software displayed on a laptop & mobile phone


Enter Income, Expenses and Accounts
Visualize Your Financial plan
Create 1 Alternate Scenario
Free Email Support
See Real-Time Updates
Access to educational vides and help content
Change Central Assumptions such as Retirement Age or Inflation
Calculate the "Chance of Success" your plan will succeed
Everything Basic Plus...
Unlimited Scenarios and Compare Them on the Same Chart
Run Monte Carlo and Historical Analysis
Complete customization options including applying taxes
Optimize How Money is Withdrawn from Specific Accounts
Customizable Chart Settings
Change Central Assumptions such as Retirement Age or Inflation
Optimize Spending to find out how much you can spend and stay on track
Run debt reduction strategies

Basic or Unlimited

OnTrajectory Basic is always free, but OnTrajectory Unlimited gives you all the tools you need to make a plan and stick to it.

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