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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Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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

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Company Information

RetireReady
Canada
retireready.com

Videos and Screen Captures

TRAK Screenshot 1
TRAK Screenshot 1 TRAK Screenshot 2 TRAK Screenshot 3
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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?
Q: What languages does TRAK support in their product?
Q: What kind of support options does TRAK offer?
Q: What type of training does TRAK provide?
Q: Does TRAK offer a free trial?

TRAK Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting