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.
PriceUSD1595
LicenseFree to try
File Size54.77 MB
Version2016.7.15.9703
Operating System Windows Windows 7 Windows 10