The Retirement Analysis Kit (TRAK)RetireReady Solutions
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Small businesses that need an AI solution to track revenue with insights
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Audience
Advisors that want to engage and motivate people towards retirement readiness
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$500.00/year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAstral
United States
tryastral.com
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Company InformationRetireReady Solutions
Founded: 1986
United States
retireready.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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