Ordering Software

Order an initial one year license of the software which must be renewed annually at approximately 65% discount on the street price. License includes use of the software, updates for one year (including new features), email technical support, and two technical support calls.

 
Price
Quantity
 
TRAK-Deluxe
$995
For a comparison of the various TRAK products, click here.
TRAK-401(k)
$695
TRAK-403(b)/457
$695
TRAK-Gap Analysis
$595
Upgrade from TRAK-401(k) or TRAK-403(b)/457 to TRAK-Deluxe
$350
Click here to see a comparison between Quick Gap and Gap Analysis
First Name (required):  
Last Name (required):  
Company:  
E-mail (required):  
Please put me on the e-mail list for notifications of updates and upcoming training classes.  
Which best describes your primary market (required): 401(k)
403(b)
457
Insurance
FERS/CSRS
Other:
 
Phone (required):  
Fax:  
Address (required):  
Address 2:  
City (required) :  
State (required):  
ZIP:  
Where did you hear about TRAK?  
Broker/Dealer:  
 
Refund policy: There is a 30 day demo version of TRAK. Please determine if The Retirement Analysis Kit (TRAK) works for you with the demo. After purchasing TRAK, you have up to 30 days to request a refund, but a refund will not be issued after TRAK has been registered.

 

 

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What TRAK users are saying

I've been in financial services over 20 years and never used a better program.
S. Brannon
Hartford Equity Sales Company

This is the very best software package I have seen! The calculators are tremendous. All around useful and training was great.
J. Gooch

TRAK helps set me apart because it helps me act as a trusted advisor, and my clients see me that way, instead of as a product salesman.
Rick McAllister
McCallister Financial Group