PD-Trak

PD-Trak

PD-Trak Solutions
TRAK

TRAK

RetireReady
+
+

Related Products

  • Dynamo Software
    71 Ratings
    Visit Website
  • D&B Risk Analytics
    80 Ratings
    Visit Website
  • D&B Finance Analytics
    798 Ratings
    Visit Website
  • D&B Credit Insights
    Visit Website
  • InEight
    136 Ratings
    Visit Website
  • Fraud.net
    56 Ratings
    Visit Website
  • Runn
    37 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Planview ProjectAdvantage
    121 Ratings
    Visit Website
  • Okyline
    2 Ratings
    Visit Website

About

PD-Trak is an idea, project and portfolio management system that is optimized to manage product development projects using a stage/phase-gate process. It is a highly scalable, cost effective solution for small start-ups and large multi-national corporations. PD-Trak combines the accessibility of a web application with the power and familiarity of Excel, PowerPoint and MS Project (use of MS Office tools optional). PD-Trak Solutions offers consulting and training services related to PPM and stage/phase-gate.

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

Organizations in need of project and portfolio management system software

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

PD-Trak Solutions
pd-trak.com

Company Information

RetireReady
Canada
retireready.com

Alternatives

StageTrak Product Management

StageTrak Product Management

MindMatters Technologies

Alternatives

OmTrak

OmTrak

WebFM
Milliman MARC

Milliman MARC

Milliman
TrakQuip

TrakQuip

Corporate Services
NaviPlan

NaviPlan

Advicent
FTMaintenance Select

FTMaintenance Select

FasTrak SoftWorks, Inc.
Tick-It!

Tick-It!

New Concepts Software

Categories

Categories

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Integrations

No info available.

Integrations

No info available.
Claim PD-Trak and update features and information
Claim PD-Trak and update features and information
Claim TRAK and update features and information
Claim TRAK and update features and information