TRAK-Online (Gap Analysis-Deluxe 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: $115 through $1,150
TRAK-Online helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies.
TRAK-Online Gap Analysis-Deluxe includes the robust and versatile Gap Analysis-Deluxe tool, enabling advisors to create a detailed, easy-to-understand retirement analysis for nearly any type of clients. Includes over 700 state and local pension plans as well as the federal retirement plans. Also includes power features like Scenario Editor, Pension Max and Average Tax Rate.
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.