Let us answer your questions

What is "The Retirement Analysis Kit" (TRAK)?

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.

How long have we been around?

We've been around since 1984. Our flagship product, "The Retirement Analysis Kit" (TRAK) is the result of over 20 year of evolutionary process. Initially starting out as a DOS tool named "Maxximizer" it has gone through a number of name changes (including "MaxxPro" and "The 403(b) Toolkit") to become what it is today: the leading illustration and analysis software for financial advisors.

Does it really work as a sales tool?

Yes! A corporation that uses TRAK recently investaged the difference in production in their sales force between those who used TRAK and those who did not--they found a 37% increase in production for those who used TRAK.

If I purchase TRAK, what about upgrades?

TRAK is licensed for one year. All upgrades to the version of TRAK that you purchase are included in the one year license.

Can TRAK be customized for enterprise use?

Certainly. TRAK is currently used by a number of companies for their financinal advisors. Call us (503-831-1111) or send an email to support for more information.

Does TRAK support all state defined benefit plans?

Yes. If TRAK does not include a state defined benefit plan that you need, we will add it at no cost.

Additionally we can add any private retirement plans for a fee. (The cost is based on complexity of the retirement plan. Contact support for more information).