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.


Glide Paths

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



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

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