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About

Get more time back for yourself. With just a few clicks turn your articles, podcasts, courses & books into a personalized conversation with your clients. Stop answering the same 5 questions over and over. Free yourself up for the work that brings you joy. Tailor-made recommendations for your client’s unique circumstances. Help people who might not be able to access or afford your services. Questions answered in your voice and your words. Automatically track revenue with insights. Personalization is key. We’re able to infer context from your client's questions and generate personalized responses based on your expertise, frameworks, and voice. We understand how important integrity and trust are in your business, and we’ve designed an experience where you are always in control and that works in tandem with your personal input and feedback. We prioritize accuracy, and won’t present any information that we aren’t 100% confident about.

About

The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small businesses that need an AI solution to track revenue with insights

Audience

Advisors that want to engage and motivate people towards retirement readiness

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$500.00/year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Astral
United States
tryastral.com

Company Information

RetireReady Solutions
Founded: 1986
United States
retireready.com

Alternatives

Alternatives

TRAK

TRAK

RetireReady
Milliman MARC

Milliman MARC

Milliman

Categories

Categories

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Integrations

No info available.

Integrations

No info available.
Claim Astral and update features and information
Claim Astral and update features and information
Claim The Retirement Analysis Kit (TRAK) and update features and information
Claim The Retirement Analysis Kit (TRAK) and update features and information