Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NaviPlan Reviews & Ratings
    Company Website
  • Inspire Software Reviews & Ratings
    149 Ratings
    Company Website
  • Native Teams Reviews & Ratings
    572 Ratings
    Company Website
  • BambooHR Reviews & Ratings
    6,554 Ratings
    Company Website
  • Awardco Reviews & Ratings
    10,952 Ratings
    Company Website
  • Rippling Reviews & Ratings
    18,630 Ratings
    Company Website
  • Monarch Money Reviews & Ratings
    5 Ratings
    Company Website
  • Logility Reviews & Ratings
    378 Ratings
    Company Website
  • Spidergap Reviews & Ratings
    116 Ratings
    Company Website
  • Houzz Pro Reviews & Ratings
    23,196 Ratings
    Company Website

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 Nitrogen?

Nitrogen stands out as a powerful platform specifically designed to provide financial advisors with crucial resources for evaluating risk tolerance, crafting personalized proposals, and conducting thorough investment research, while maintaining an intuitive user experience. This innovative platform features advanced analytics and research tools, enabling advisors to carry out in-depth investment analyses that appeal to clients who prioritize a data-driven approach. By facilitating the assessment of risk capacity, timelines, and the probabilities of achieving financial goals, Nitrogen significantly aids clients in their journey toward retirement. Moreover, it offers tailored marketing materials, including client-focused videos and templates, to enhance outreach and client acquisition efforts. One of its key highlights is the Insights Dashboard, which delivers growth and risk analysis across managed assets, allowing advisors to review their performance metrics over time. In addition, Nitrogen's capacity to integrate with various financial planning and portfolio management applications amplifies its effectiveness, making it an essential tool for advisors aiming to elevate their client service offerings. Ultimately, this all-encompassing solution not only strengthens relationships with clients but also assists advisors in navigating the multifaceted landscape of financial planning, ensuring they are well-equipped to meet diverse client needs. This ongoing support empowers advisors to stay competitive in an ever-evolving industry and fosters a collaborative environment that benefits both parties involved.

Media

Media

Integrations Supported

AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
Fidelity
Morningstar
MyRepChat
NetX360
Portfolio Lab
Redtail CRM
RightCapital
Salesforce
Snappy Kraken
VISE
Wealthbox
eMoney

Integrations Supported

AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
Fidelity
Morningstar
MyRepChat
NetX360
Portfolio Lab
Redtail CRM
RightCapital
Salesforce
Snappy Kraken
VISE
Wealthbox
eMoney

API Availability

Has API

API Availability

Has API

Pricing Information

$500.00/year
Free Trial Offered?
Free Version

Pricing Information

$1,188 per year
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

Nitrogen

Date Founded

2011

Company Location

United States

Company Website

nitrogenwealth.com

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

Popular Alternatives

TRAK Reviews & Ratings

TRAK

RetireReady

Popular Alternatives

Milliman MARC Reviews & Ratings

Milliman MARC

Milliman