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!
Press the “F1” key and the help file will open with info pertaining to the current calculator or screen you have open in TRAK.
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!
Market Hit Illustration
Quickly illustrate what a market hit would do to a clients portfolio!
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!
Reports are archived for two weeks. Save or email important reports for storage on your own device.
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.
Use Glide Path for Cash Balance Accounts, customize with your own rates of return to best fit your client.
Include the registered symbol ® with your credentials on printed reports. WA
Organize your clients by group save time and make batch processing a breeze.
Always log out of TRAK-Online when finishing a session. Exiting the browser will lock you out until your auto logout time is reached.
Customize your disclaimer that shows up through various reports.