Compare WealthTrace's investment tracking with Delphina's AI-powered personalised financial planning that adapts to your unique circumstances and provides actionable insights for wealth building.
| Feature | WealthTrace | Delphina |
|---|---|---|
| Investment Tracking | ✓ | ✗ |
| AI-Powered Personal Planning | ✗ | ✓ |
| 30-Year Financial Forecasting | ✗ | ✓ |
| Personalised Guidance | ✗ | ✓ |
| Scenario Planning & 'What-if' Analysis | ✗ | ✓ |
| Budget Integration | ✗ | ✓ |
| Investment Planning | ✗ | ✓ |
| Retirement Planning | ✗ | ✓ |
| Comprehensive Wealth Management | ✗ | ✓ |
| Annual Cost | Premium subscription | Free tier available |
Investment tracking focused on portfolio performance metrics with complex implementation and premium-level pricing.
AI-powered personalised financial planning that adapts to individual circumstances with accessible pricing and comprehensive features.
Basic investment tracking metrics without intelligent insights or personalised recommendations for individual users.
Advanced AI-powered insights that learn from your financial data and provide intelligent, actionable recommendations.
Premium investment tracking tools designed for institutional use with lengthy setup times and specialised training requirements.
User-friendly personal financial solutions with intuitive interface, quick setup, and comprehensive planning capabilities.
Institutional focus with premium pricing models that are inaccessible for individual financial planning.
Individual focus with affordable pricing and features designed specifically for personal wealth management.
WealthTrace provides investment tracking but lacks personal financial planning, accessible pricing, or intelligent insights. Delphina offers AI-powered personalised financial planning with comprehensive features, affordable pricing, and intelligent insights - essential for serious wealth management and financial planning.
Start AI-Powered Financial Planning with Delphina