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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Assetrak is a robust solution designed for enterprise-level asset tracking and auditing, streamlining all facets of asset management by leveraging cutting-edge technology. The platform effectively integrates with top-tier ERP systems, enabling the synchronization of asset information across various independent systems. With AsseTrak, users can effortlessly oversee assets of diverse types across multiple companies and locations. The Fixed Asset Management (FAM) module of Assetrak is specifically tailored for enterprise needs, automating tasks related to asset inventory, reconciliation, transfers, retirements, and allocations. As of 2021, the financial impact of cybercrime is projected to reach a staggering $6 trillion, highlighting the critical need for robust defenses. In this context, IT asset management emerges as a vital strategy against cyber threats. Assetrak’s ITAM feature offers a detailed overview of an organization’s hardware and software assets, providing insights into their current status, location, and any discrepancies that may arise concerning IT resources. This comprehensive approach ensures that businesses can maintain better control over their assets while mitigating risks associated with cybercrime.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Assetrak Solutions

Founded

2015

Country

India

Website

www.assetrak.in/

Vendor Details

Company Name

RetireReady

Country

Canada

Website

retireready.com

Product Features

Fixed Asset Management

Asset Budgeting No 
Asset Lifecycle Management No 
Audit Trail No 
Barcoding / RFID No 
Depreciation Management No 
Disposal Management No 
Document Management No 
Inventory Tracking No 
Tax Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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