TRAK: Retirement Analysis Kit

Planning for retirement is a necessity, but is often confusing and stressful. It is the job of a retirement planning professional to give accurate information and find the best way for the client to maximize the benefits that their retirement possibilities can offer. Keeping track of all the factors involved in retirement analysis requires meticulous attention to detail as well as a great deal of time. Luckily, there is a program designed to help those in the retirement planning profession not only do their job well but also to engage their clientele.

User friendly and client friendly software

Created from a collaboration of software engineers, financial planners and graphic designers, the primary functions of TRAK is to educate clients in the options that lay before them. The modern consumer has become nearly deaf to sale pitches. They see many services as merely trying to swindle them out of their hard earned money while providing a minimum on service. With TRAK you are provided easy to use financial calculators and visual aids to engage the client in the process and build trust.

Full support

TRAK comes with a full range of support features to ensure that any questions you have are answered quickly and clearly. Online support, user manual, training videos and seminars and, of course, we can be reached by phone or email to provide you the information you are looking for.

Versatile functionality

TRAK offers numerous features to help you illuminate your clients in understanding their retirement planning needs.
  • Paycheck analysis
  • Gap calculators
  • Tax Wise Distribution Strategy
  • Split annuity
  • Pension maximization
  • Roth Conversion
  • Batch Processing
  • Participant Benchmark Report
  • Stretch IRA
  • RMD calculator
  • Debt analysis
  • College funding
  • Life insurance analysis
  • And more

Download a demo

Don’t take our word on the benefits TRAK provides for retirement analysis. We offer a free demo so you can see the versatility and usefulness of TRAK for yourself.

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. Download Demo Purchase TRAK