Audience
Advisors and organizations seeking a solution to simplify their retirement planning operations
About TRAK
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.
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The Retirement Analysis Kit (TRAK)
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.
Learn more about The Retirement Analysis Kit (TRAK)
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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
RetireReady
Canada
retireready.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Windows
Mac
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online
TRAK Frequently Asked Questions
Q: What kinds of users and organization types does TRAK work with?
TRAK works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does TRAK support in their product?
TRAK supports these languages: English.
Q: What kind of support options does TRAK offer?
TRAK offers support via phone support and online.
Q: What type of training does TRAK provide?
TRAK provides training in the form of documentation, live online, in person, and videos.
Q: Does TRAK offer a free trial?
Yes, TRAK offers a free trial.
