Financial Advisor Tools

Many people have different ideas of what retirement is going to be. Some people dream of using that free time to travel the world or open a business, while others prefer to downsize and live a simpler life. As a financial advisor, you’ve probably come across a wide range of retirement goals. No matter how grand they may be, your job is to provide your clients with the best ways to manage their finances so they can turn their retirement dreams into a reality. So, what is the best way to do that?

Get better at what you do with TRAK

Being a financial advisor isn’t what it used to be. Throughout the years, computerized accounting software has significantly changed the way you communicate with your clients. Today, you can clearly illustrate which routes your clients should take in form of a graph, chart, or report. Additionally, many computerized accounting software packages include gap calculators, paycheck analysis, tax wise distribution strategy, pension maximization, and split annuity features. One such example of this type of accounting software is TRAK. The Retirement Analysis Kit, TRAK, brought to you by Trust Builders, has all of these programs and more. TRAK is an easy and efficient way to provide your clients with clear options and can assist you in helping your clients plan their financial future.

Learn more today!

With TRAK, you can educate your clients about their retirement based on their needs and situation. It is easy to use and can be customized to your clients’ specific goals. If you are interested in learning more about TRAK financial software, do not hesitate to get in touch with us. At Trust Builders, we are here to show you how you can benefit from TRAK. We are looking forward to helping you do your job even better.

Download Demo Purchase TRAK