Congruent CORE Platform

Congruent CORE Platform

Congruent Solutions
TRAK

TRAK

RetireReady
+
+

Related Products

  • Paylocity
    7,930 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • Healthee
    13 Ratings
    Visit Website
  • TriNet
    1,896 Ratings
    Visit Website
  • Rippling
    20,544 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Regpack
    388 Ratings
    Visit Website
  • Folks
    175 Ratings
    Visit Website
  • CredentialStream
    190 Ratings
    Visit Website
  • MLM Soft
    17 Ratings
    Visit Website

About

Congruent's CORE suite of solutions are cloud-based self-servicing platform that helps retirement plan providers and TPAs to manage, administer, and maintain plans effectively. With industry-leading capabilities and technology, our platform will ensure that the plan provider stays ahead of the game. Contact us to know more about our products. Understanding whether or not participants are eligible to enroll in your plan is complex and requires analysis of data across types, kinds and locations. That’s where the CORE Eligibility & Enrollment Solution comes in. With over a decade of experience in the US retirement planning industry, Congruent Solutions is well placed to deliver great and targeted solutions that work. Analyze multiple data types submitted and stored in different formats and locations using a single platform.

About

The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards 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. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning.

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

Companies looking for a powerful Benefits Administration solution

Audience

Advisors and organizations seeking a solution to simplify their retirement planning operations

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

No information available.
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

Congruent Solutions
Founded: 1986
United States
www.congruentsolutions.com

Company Information

RetireReady
Canada
retireready.com

Alternatives

Paychex Flex

Paychex Flex

Paychex

Alternatives

Oliver Benefits Administration

Oliver Benefits Administration

Oliver Benefits Administration Software
Milliman MARC

Milliman MARC

Milliman
NaviPlan

NaviPlan

Advicent
MyEnroll360

MyEnroll360

Benefit Allocation Systems, LLC.
PX3000

PX3000

Penad Pension Services

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Congruent CORE Platform and update features and information
Claim Congruent CORE Platform and update features and information
Claim TRAK and update features and information
Claim TRAK and update features and information