TRAK Online Pricing
Premium (All Programs)
$180/month
$1800/Annually
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.
Gap Analysis Deluxe
$95/month
$950/Annually
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.
Gap Analysis Standard
$70/mo
$700/Annually
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.
Paycheck
(1040 Analysis)
$50/month
$500/Annually
Match your clients’ paycheck, so you can make simple suggestions to increase contributions. Relating back to their paycheck and how the changes may affect their take-home pay.
Batch Processing
(Paycheck Included)
$115/mo
$1150/Annually
Generate a meaningful report illustrating participants’ contributions and their impact on retirement and answering their most important question:
“Am I ready for retirement?”
Other Programs
Strategic Social Security
$40/month or $400 Annually
Split Annuity
$30/month or $300 Annually
MAC
$30/month or $300 Annually
Interest Calculator
$20/month or $200 Annually
Roth Conversion
$40/month or $400 Annually
Call to order Monthly subscriptions or bundles
(503) 831-1111
Bundle Pricing Discount
As you combine Online Programs, we offer bundle discounts. Reach out to us for special bundle package pricing.
TRAK Pricing
Windows Version
Deluxe
$1795/First Year
$849/Annual Renewal
A full complete suite of ALL programs placing every tool at your disposal to help your clients prepare for retirement regardless of the market or retirement category.
401(k)
$1095/First Year
$599/Annual Renewal
Generate a meaningful report illustrating participants’ contributions and their impact on retirement and answering their most important question:
“Am I ready for retirement?”
403(b) / 457
$1095/First Year
$599/Annual Renewal
Quickly engage your clients to determine their retirement “Gap” and provide simple suggestions to help them answer their most important question:
“Am I ready for retirement?”
Gap Analysis
$895/First Year
$499/Annual Renewal
Motivate your clients’ engagement by showing their “Gap” in retirement using our Full Gap Analysis calculator, which provides a rapid, visual breakdown of a client’s retirement needs.
First-year licensing fee and then renewal pricing annually.
