Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Eliminate any uncertainty surrounding benefit enrollment by incorporating our decision support tool, which provides personalized recommendations for each employee's benefit selections. Highlight all available benefits effortlessly, without the hassle of live meetings. You can craft and tailor your message using our extensive library of templates, or opt to create a completely new design from scratch. Enhance your course by uploading images, embedding videos, incorporating HTML, and adding personalized buttons to achieve the desired outcome. Anticipate your employees' needs by formulating questions that foster understanding and self-directed learning. Wave goodbye to repetitive inquiries as you gain control over every aspect of the platform, including logos, fonts, images, and videos. Allow your unique brand identity and voice to capture attention. The tool integrates seamlessly with your existing communication channels, as well as all benefits providers and HRIS/payroll vendors available in the market. Say farewell to lengthy implementations of over six weeks; you can roll out comprehensive learning solutions in less than an hour while collaborating throughout the process. Empower your workforce with the tools they need to make informed decisions effortlessly.

Description

The Retirement Analysis Kit (TRAK) stands out as a cutting-edge retirement software that has effectively assisted advisors in motivating individuals towards achieving retirement readiness. It addresses crucial queries clients may have regarding their retirement plans. By offering tailored education, TRAK inspires participants to take decisive steps towards their future. The software also facilitates thorough one-on-one retirement planning sessions, enabling the calculation of pension benefits, survivor options, and strategies for pension maximization. Additionally, it showcases savings strategies for 403(b) and 457 plans, integrating them into a comprehensive retirement strategy. TRAK prioritizes clients' best interests by delivering clear and transparent insights into popular retirement approaches. Have you ever dedicated significant resources to formulating a retirement plan for your clients, guided them through the details, only to witness their disinterest as they said, "We’ll think about it"? Experiences like these indicate a lack of effective connection with your clients, which TRAK aims to remedy through its engaging platform.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apple Mail
Microsoft Teams
Slack

Integrations

Apple Mail
Microsoft Teams
Slack

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$500.00/year
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

Brite

Website

getbritehr.com

Vendor Details

Company Name

RetireReady Solutions

Founded

1986

Country

United States

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

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

Alternatives

eBASS Reviews

eBASS

Stroud & Associates

Alternatives

TRAK Reviews

TRAK

RetireReady
Congruent CORE Platform Reviews

Congruent CORE Platform

Congruent Solutions
Oliver Benefits Administration Reviews

Oliver Benefits Administration

Oliver Benefits Administration Software