The Retirement Analysis Kit

Inform your clients about retirement plans.
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The Retirement Analysis Kit Ranking & Summary

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  • Rating:
  • Price:
  • Free to try
  • Publisher Name:
  • By Trust Builders
  • Operating Systems:
  • Windows, Windows 7, Windows 10
  • Additional Requirements:
  • None
  • Total Downloads:
  • 2

The Retirement Analysis Kit Tags


The Retirement Analysis Kit Description

Our flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participant groups and one-on-one with clients. Whether you work in the 401(k), 403(b), 457 or federal retirement plan market, TRAK has powerful tools to engage your clients. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants' unmanaged monies.


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