Financial Planning Software for Advisors

The Best Financial Planning Software for Advisors

Buy a sailboat. Write a book. Travel the world. Your clients have lofty retirement goals. That’s why they come to you. You’re great at giving people advice on how to save and plan for retirement. But we think you can do your job even better. At Trust Builders Inc., we are here to introduce TRAK. The Retirement Analysis Kit (TRAK) is a powerful financial planning software for financial advisors. We have a hunch that this can be a very helpful tool for you because it was designed with you in mind. TRAK is not meant to be a substitute for your expert advice, but rather assist you in doing what you already do well.

Take the guesswork out of financial planning

Many individuals who are nearing retirement are filled with fear, doubt, and confusion. Your clients might be unsure about the best ways to collect social security, put money into their 403 (b) plan, and collect their social security. With TRAK, you can show your clients’ options in form of a report, chart, or graph. These visuals will give your clients peace of mind about their retirement plans and financial future.

TRAK is versatile

TRAK is equipped with more than 20 retirement programs. Some of which include:

  • Paycheck analysis
  • Gap calculator
  • Tax wise distribution strategy
  • Roth conversion
  • Pension Maximization

Purchasing a home, sending your children off to college, and retiring from your career should be reasons to celebrate. Unfortunately, finances can turn these into extremely stressful situations. TRAK is here to help. This software is easy to use and can be customized to suit your clients’ needs. If you are an advisor looking for financial planning software, look no further than TRAK. At Trust Builders Inc., we are always available to answer your questions. Give us a call if you want to talk about features and pricing.

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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