TRAK-Online (Paycheck only)
Your clients have specific retirement questions; shouldn’t you use tailored retirement software to provide them with personalized strategies?
Encourage your clients to increase their deferrals by connecting to what they understand best: their take-home pay. Use their pay stub to demonstrate how increased deferrals can impact their earnings quickly.
Price range: $63 through $630
TRAK-Online helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies.
TRAK-Online Paycheck helps align your clients' take-home pay with their financial goals, allowing you to make straightforward suggestions for boosting contributions. By referring back to their paycheck, you can effectively illustrate how these changes could affect their income.
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.
