The Retirement Analysis Kit for Windows

Name: The Retirement Analysis Kit
Rating: 4 (1 reviews)
Author: Trust Builders

By Trust Builders
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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

By Trust Builders

Inform your clients about retirement plans.

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.