“Trayecto offers depth and granularity that no financial planning software comes close to when analyzing a client's equity compensation. I love the scenario analysis which gives instant clarity around how changing one assumption impacts the client's total year end tax liability in real time."

"Developing a thorough and interactive equity compensation analysis in spreadsheets is difficult and time consuming. Trayecto is unlike any software available. It captures all the relevant information and the analysis helps answer real life questions. Most importantly, the UI is great. Very user-friendly and easy to switch between seeing the high-level picture vs. digging into the details."

“I came for the equity comp and tax planning functionality, but the long-term product vision has me excited to be involved in what Trayecto is building for the financial planning profession.”

“With proper planning, equity compensation can change a family’s financial trajectory for generations to follow. Having Trayecto to model liquidity events is a game changer for helping clients and my value proposition.”

"We signed an enterprise deal with Trayecto because of the value-add it unlocked for our tech clients, and now we’re much much better positioned to grow with the tech community.”

“Planning software wasn’t built with the next generation of clients in mind. Trayecto unlocks a detailed level of analysis I haven’t seen in any other tools.”

“The best part of working with the Trayecto team, beyond their unparalleled expertise in Equity Compensation, is their responsiveness and commitment to continuous improvement. Russell and his team have a great vision to evolve an already outstanding solution.”