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.
Price USD 1595
License Free to try
File Size 54.77 MB
Version 2016.7.15.9703
Operating System Windows Windows 7 Windows 10
System Requirements None