TRAK-Online (Gap Analysis-Standard only)
Your clients have specific retirement questions; shouldn’t you use tailored retirement software to provide them with personalized strategies?
Motivate your clients’ engagement by showing their “Gap” in retirement using our Gap Analysis calculator, which provides a rapid, visual breakdown of a client’s retirement needs.
Price range: $84 through $840
TRAK-Online helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies.
The TRAK-Online Gap Analysis-Standard offers a comprehensive and flexible tool for conducting gap analyses. It allows advisors to create detailed and easy-to-understand retirement analyses tailored to various client types. The tool includes information on over 700 state and local pension plans, as well as the complex federal retirement plans.
This cloud-based software is available through a yearly or monthly subscription. To set up a monthly subscription or to learn more about different calculator options, please contact our sales team at 503-831-1111.
