The Retirement Analysis Kit logo

The Retirement Analysis Kit

By Trust Builders Free to try

Key Details of The Retirement Analysis Kit

  • Inform your clients about retirement plans
  • Last updated on 08/09/16
  • There have been 0 updates within the past 6 months

Developer's 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.

Full Specifications

What's new in version 2016.7.15.9703

Logos and screenshots added to product profile.


Release August 9, 2016
Date Added August 9, 2016
Version 2016.7.15.9703

Operating Systems

Operating Systems Windows, Windows 7, Windows 10
Additional Requirements None


Total Downloads 2
Downloads Last Week 0
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