TRAK-Online Premium (All calculators)
Your clients have specific retirement questions; shouldn’t you use tailored retirement software to provide them with personalized strategies?
A full complete suite of TRAK Online programs placing every tool at your disposal to help your clients prepare for retirement regardless of the market or retirement category.
Price range: $225 through $2,250
TRAK-Online helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. The purchase includes all available calculators: Gap Analysis Deluxe, Benefit Analysis, Strategic Social Security, Paycheck, Roth Conversion, Interest Calculator, Maximum Allowable Contribution, Split Annuity, Batch Participant Processing, and Life Insurance. Additionally, it offers access to over 700 state and local pension plans, as well as 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.