The Retirement Analysis Kit
TRAK is innovative retirement readiness software designed specifically for advisors.
What is The Retirement Analysis Kit?
Our flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participant groups and one-on-one with clients. Whether you work in the 401(k), 403(b), 457 or federal retirement plan market, TRAK has powerful tools to engage your clients. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants' unmanaged monies.
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FAQ
The official website of The Retirement Analysis Kit is https://retireready.com/
Our flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participant groups and one-on-one with clients. Whether you work in the 401(k), 403(b), 457 or federal retirement plan market, TRAK has powerful tools to engage your clients. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants' unmanaged monies.
The Retirement Analysis Kit belongs to the Benefits Administration category.
No, The Retirement Analysis Kit does not offer a free trial.
Pricing
Starting at:
$500
Free Trial Available
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