X
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.
General
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
Popularity
Total Downloads 2
Downloads Last Week 0
Report Software 
Microsoft OneNote
Workflow Designer
Instant Quote Professional
Vehicle Fleet Manager
Related Software
Microsoft OneNote
Free to try
Workflow Designer
Free
Instant Quote Professional
Free to try
Vehicle Fleet Manager
Free to try
Get the best price on everything
Shop your favorite products and we’ll find the best deal with a single click. Designed to make shopping easier.