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!

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!

Market Hit Illustration

Quickly illustrate what a market hit would do to a clients portfolio!

Quick Gap Calculation Tabs

How to remove unwanted Calculation tabs, restore missing ones, and rearrange the order they present themselves in.

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!

Bucket Strategy

Turn on the bucket strategy for a client in one click without having to open additional software. Keep your client’s data all in one spot!


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

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.

Redtail Integration

This short video walks you through how to set up Redtail integration in TRAK-Online.

Client Groups

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

Support & Documents

Quickly access helpful support and resource documents with a newly dedicated menu section.

Custom Disclaimer

Customize your disclaimer that shows up through various reports.

Duplicating a Client

Duplicate a client without reentering all the data

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

SUBSCRIBE to receive monthly updates that include new Quick Tips and highlighted features!

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!