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What is The Retirement Analysis Kit (TRAK)?

The Retirement Analysis Kit (TRAK) is an innovative software solution designed to aid advisors in encouraging individuals to become retirement-ready. It effectively tackles essential questions that clients often have regarding their retirement strategies. By providing personalized educational resources, TRAK motivates users to take proactive steps toward their future. The platform also supports in-depth one-on-one retirement planning sessions, allowing for the calculation of pension benefits, survivor options, and methods for maximizing pensions. Moreover, it presents savings strategies for 403(b) and 457 plans, weaving them into an all-encompassing retirement approach. TRAK emphasizes the importance of clients' best interests by offering clear and straightforward insights into common retirement strategies. Have you ever invested a substantial amount of time and effort in crafting a retirement plan for your clients, only to be met with indifference as they responded, "We’ll think about it"? Such experiences reveal a gap in effective engagement with your clients, a gap that TRAK is determined to fill with its interactive and user-friendly platform, ensuring that individuals not only understand but also feel inspired to act on their retirement plans.

What is NaviTrak?

NaviTrak™ delivers an all-encompassing solution for harmonizing materials within manufacturing workflows by overseeing the progress of work orders and tracing the movement and availability of production-related materials. By providing real-time insights on the shop floor, NaviTrak enables effective management of Just-In-Time (JIT) material flow, which results in quicker cycle times and reduced inventory expenses. This innovative system empowers businesses to promptly address customer demands, expedite work order fulfillment, adapt rapidly to changes requested by clients, and efficiently reallocate materials in response to disruptions within the supply chain. Furthermore, customer support and quality assurance teams can utilize NaviTrak’s comprehensive audit trails and parts genealogy, which ensures adherence to regulatory standards while managing products throughout their entire lifecycle. Each distinct item is meticulously identified and associated with work orders, with all movements and statuses logged with accurate date and time information. Additionally, the platform offers in-depth genealogy of both sub-assemblies and final products, along with a diverse selection of packaged and customizable reports to assist in informed decision-making. This integrated approach not only optimizes operational efficiency but also cultivates a workplace culture focused on accountability and productivity, ultimately leading to improved overall performance. The continuous monitoring and evaluation of material movements further contribute to the enhancement of manufacturing processes.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$500.00/year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RetireReady Solutions

Date Founded

1986

Company Location

United States

Company Website

retireready.com

Company Facts

Organization Name

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.serenic.com/solutions/navi-trak/

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Categories and Features

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

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FasTrak SoftWorks, Inc.