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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Envision a streamlined approach that provides your organization with a more efficient work environment, improved employee benefit options, and additional advantages. Standard Life is equipped to turn this vision into a reality today through our comprehensive solution. This comprehensive solution involves collaboration with Standard Life to establish a cohesive suite of offerings tailored to your organizational requirements. Such an approach can effectively manage your workplace pension, craft a holistic rewards and benefits strategy, or provide your staff with access to our financial wellness and planning services, savings options, and retirement solutions. By implementing a rewards package that enhances your competitive edge in attracting and retaining talent, you can also deliver engaging rewards and support to your employees. This package may encompass voluntary benefits, enticing rewards, and robust financial wellness assistance, ultimately fostering a more satisfied and productive workforce.

Description

The Retirement Analysis Kit (TRAK) is a cutting-edge software solution designed specifically for retirement planning, showcasing a solid history of aiding advisors in fostering engagement and readiness for retirement among individuals. It addresses critical concerns that clients typically have regarding their retirement journey. By offering tailored educational content, TRAK empowers participants to take proactive steps towards their financial future. The software facilitates detailed one-on-one retirement planning sessions and computes pension benefits along with survivor options and pension maximization strategies. It also demonstrates savings strategies for 403(b) and 457 plans, ensuring a well-rounded approach to retirement planning. In addition, TRAK calculates comprehensive federal benefits including those under FERS, CSRS, and CSRS offset, while also integrating TSP, FEGLI, and long-term care for federal employees. By delivering clear and insightful analyses of common retirement strategies, TRAK enables advisors to act in the best interests of their clients. Ultimately, TRAK aids advisors in inspiring their clients and engaging participants through streamlined retirement planning solutions that make the process more approachable and efficient. This innovative software truly transforms the way retirement planning is approached, making it easier for both advisors and clients to navigate the complexities of retirement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Standard Life

Country

United Kingdom

Website

www.standardlifeworkplace.co.uk/employer/integrated-solutions.page

Vendor Details

Company Name

RetireReady

Country

Canada

Website

retireready.com

Product 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

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

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