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!
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!
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!
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
Always log out of TRAK-Online when finishing a session. Exiting the browser will lock you out until your auto logout time is reached.
This short video walks you through how to set up Redtail integration in TRAK-Online.
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.
Customize your disclaimer that shows up through various reports.
Duplicating a Client
Duplicate a client without reentering all the data
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!