Take a quick look at features and functions available within TRAK! For more in depth material check out our Training Videos, Help File, or register for an upcoming webinar!

We strive to update TRAK regularly with new features to make your job easier! As you learn how to use TRAK we want to know the best way to help you. Fill us in on the calculators and features that you would like to know more about or see real life examples in action!

Help us help you!

Instant Help

Press the “F1” key and the help file will open with info pertaining to the current calculator or screen you have open in TRAK.

Interest Calculator

See 4 examples of how to use this feature, from finding monthly savings needed to meet a 15 year goal, to finding rates of return, or calculating the borrow amount needed for a house payment. READ MORE HERE.

Single Client Data Transfer

Easily save and load single client files to transfer between computers.


Improve your workflow by using hotkeys. Just press “Alt” to show the available hotkeys on any given screen!

Ribbon Bar Customization

Improve your workflow my removing unused icons or reordering your most used calculators for quick access.


Add your own logo to printable reports.

Change Skin Style

Choose the style and color scheme that makes your experience using TRAK the most enjoyable!


Archived Reports

Reports are archived for two weeks.  Save or email important reports for storage on your own device.

Interest Calculator

See 3 examples of how to use this feature, from finding monthly savings needed to meet a 15 year goal, to calculating rates of return.

Glide Paths

Use Glide Path for Cash Balance Accounts, customize with your own rates of return to best fit your client.

Registered Symbol

Include the registered symbol ® with your credentials on printed reports. WA

Client Groups

Organize your clients by group save time and make batch processing a breeze.

Auto Logout

Always log out of TRAK-Online when finishing a session. Exiting the browser will lock you out until your auto logout time is reached.

Custom Disclaimer

Customize your disclaimer that shows up through various reports.

This is a new section of our website that we will continue to add new Tip videos too!

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