Confidently educate clients by showing them the whole retirement picture. Also great for federal employees.
TRAK-Gap Analysis includes the robust and versatile Gap Analysis tool, enable advisors to create detailed, easy-to-understand retirement analysis for nearly any type of clients. Includes over 600 state and local pension plans as well as the federal retirement plans. This software is licensed for one year to an individual. Yearly software renewal fee is $595. For information about payment plans, please contact our sales team at 503-831-1111.