DALLAS, Ore.--(BUSINESS WIRE)--Today Trust Builders, Inc.™ introduces the online version of their flagship TRAK (The Retirement Analysis Kit), TRAK-Online. TRAK-Online provides agents and brokers with web-based touch- and tablet-ready tools and calculators to interactively model, analyze and illustrate retirement portfolios for clients.
“I’ve been involved in the retirement planning software industry for almost 20 years and it is really exciting to provide my advisors with a 100% web-based, touch- and tablet-friendly retirement planning solution,” said Mr. Edward Dressel, president and owner of Trust Builders, Inc. “Our new web-based solution will help brokers and agents increase sales by making the process of retirement planning more collaborative. Agents can meet at the customer’s convenience, needing only a laptop or tablet connected to the internet.”
With the release of TRAK-Online, many of TRAK’s feature-rich tools that users have come to enjoy are now available through the web-based interface. TRAK-Online subscribers are able to manage their clients’ data and model, analyze and illustrate retirement planning options. Because the software is 100% web-based, administration is greatly simplified. Users are always on the latest release, the software requires no desktop installation, and backups are created automatically.
“We’ve started by putting the most popular calculators from TRAK into the first release of TRAK-Online,” says Mr. Dressel. “We’ve included our very popular Gap Analysis and Split Annuity calculators, and it will very soon include our Strategic Social Security calculator. The Gap Analysis calculator includes over 600 public pension plans, covering all 50 states, federal government and defined contribution plans.”
With the Gap Analysis calculator, outside assets can also be included in the calculations and agents are able to provide eye-catching reports and graphs that help their clients quickly understand any income gaps in their retirement years.
About Trust Builders™
Trust Builders™ helps agents build their clients’ trust. Starting as a retirement investment firm for teachers and other public employees in 1982, Trust Builders™ specializes in retirement modeling, analysis and illustration software for 401(k), 403(b) and government retirement plan agents and brokers. Trust Builders, Inc. is committed to continuously improving its software and to supporting agents and brokers with online and classroom-style training. For more information, visit www.AskTRAK.com.