TRAK-Online Premium (All calculators)
Confidently educate clients by showing them the whole retirement picture. Also great for federal employees.
$199 – $1,990
TRAK-Online equips advisors with easy-to-use retirement education tools for nearly any retirement scenario. All available calculators are included in the purchase: Gap Analysis, Split Annuity, Strategic Social Security, Paycheck, Interest Calculator, Batch Participant Processing, and Maximum Allowable Contribution. Includes over 600 state and local pension plans as well as the federal retirement plans. This cloud-based software is purchased as a yearly or monthly subscription. To set up a monthly subscription or to learn about different calculator options, please contact our sales team at 503-831-1111.