Enterprise Financial Planning Software
The Retirement Analysis Kit (TRAK) has been ranked as the most effective sales tool by a Fortune 100 company. It receives praise from individual advisors and sales management. One broker dealer tells us that “all of [our] best advisors use TRAK.” TRAK has been used by advisors for over 25 years. What makes TRAK different?
Sales vs. Education
TRAK changes the purpose of a client meeting from a sales experience to an educational session. The difference is fundamental. People hear “sales pitches” all day long and have developed callousness toward them. If an advisor attempt to sell products to clients, they meet this resistance. In contrast, when advisors educate their clients about retirement with TRAK, individuals appreciate understanding the information they receive and begin to develop an appreciation for their advisor. And now the advisor is in a position to present products as a solution to the needs identified through the education process.
Since 1986, Trust Builders, Inc. has been providing financial planning software solutions for educating people about their need to save for retirement. We have extensive experience providing not only excellent software for financial planners, but also top-notch training and support for TRAK users.
Do you need customization?
Many TRAK features are routinely tailored for corporate use. This customization can include a specific set of calculators; change in the name of the software; provide integration with corporate software; and customize reports including a customized cover page, company or advisor branding, and customized disclaimer pages. Other TRAK features can be customized to meet your specific corporate needs.
Trust Builders, Inc. has a long history of working with corporate accounts of all sizes. Trust Builders, Inc. will draw on our experience to help your advisors increase their sales through client education.