Educating clients is an important part of being an advisor. Trust Builders, Inc. has been providing innovating retirement readiness software to advisors since 1986. Our purpose is to create tools that help advisors confidently educate individuals about retirement planning.
Our flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participant groups and one-on-one with clients. Whether you work in the 401(k), 403(b), 457 or federal retirement plan market, TRAK has powerful tools to engage your clients. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants' unmanaged monies.
In addition to our outstanding retirement readiness tools, at Trust Builders, Inc., we strive to offer an unparalleled level of customer service. We are a small company that cares about our customers and we seek to offer support and services that you will not find elsewhere.
Learn more at www.AskTRAK.com.