TRAK-Online (Gap Analysis-Deluxe only)
Confidently educate clients by showing them the whole retirement picture. Also great for federal employees.
$105 – $1,050
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 Pension Max and Average Tax Rate. This cloud-based software is purchased as a yearly or monthly subscription. To setup a monthly subscription or to include additional calculators, please contact our sales team at 503-831-1111.