What is The Retirement Analysis Kit (TRAK)?
The Retirement Analysis Kit TRAK is a vivid illustration tool for working with participants (in either groups settings or one-on-one) and is designed for educating participants about the various aspects of retirement (including retirement gap, additional savings solution, paycheck illustrations, accumulation, cost to wait, etc). It is designed to be easy to use interactively with participants, or a user may import census data and create individual reports for each member.
TRAK is the leading retirement analysis illustration software for financial planners designed with the advisor-client relationship in mind. It quickly and graphically illustrates various retirement objectives and related issues, clearly communicating to the client what their real needs are. TRAK builds a bond of trust between the client and the advisor by allowing the client to understand their situation and make informed decisions about their retirement.
