Financial Advisor Software

When should you start planning for your financial future?

"It's never too early to start planning for your financial future." This is something everyone hears when they are younger, but never takes too seriously. But is this age-old adage true? As individuals enter their 30s, they may start to realize that it is.

Financial Planning for Generation Y

No one wants to admit they don't know the first thing about managing their own money, but millennials, young adults in their 20s and 30s, are starting to realize that it's time to start asking for help. If you are a financial advisor you may have noticed that your clients are getting younger and younger, and they're coming to you with very different questions. Is it a good idea to purchase a home while carrying student loans? How much money should be put away per month? When is the best time to invest in stocks? The most effective way to help them manage their finances and set realistic goals is by laying it all out. The Retirement Analysis Kit (TRAK) is a powerful financial planning software designed specifically for financial advisors, brokers, and planners. With TRAK, you can show your clients' options in the form of a report, chart, or graph. These visuals will show your clients the best ways to reach their financial goals.

TRAK can be customized to suit your clients' needs and comes with more than 20 financial planning programs, including:

  • Paycheck analysis
  • Gap calculators
  • Tax Wise Distribution Strategy
  • Roth conversion
  • Pension Maximization
  • Tax wise distribution strategy

TRAK can make planning for the future a whole lot easier

TRAK can help you do your job even better. If you are interested in learning more about TRAK, we invite you to get in touch with us today for more information.

TRAK is the only financial planning software you need

Whether you work for a large corporate financial firm or you are an independent broker, TRAK gives you the tools you need to educate clients about their retirements. For more information, contact us today.

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