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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

StageTrak is crafted to accelerate the time to market and boost the return on investment for your new product development initiatives. As a premier New Product Development Solution, StageTrak integrates the most effective elements of various software tools, including project management, process management, document handling, collaboration, and portfolio management, while also merging these efficiencies with the robust data handling capabilities typically found in spreadsheets, resulting in a powerful yet user-friendly solution for new product development. This platform allows team members to effortlessly access, oversee, and collaborate on the phases and tasks associated with their projects, while managers can quickly obtain progress updates and portfolio analytics from any device connected to the internet. In the absence of a phase gate process, the MindMatters team of new product development specialists is ready to assist in crafting and executing a tailored development process that aligns with your unique business needs. Moreover, this collaborative approach ensures that all stakeholders are on the same page, ultimately leading to more effective project outcomes.

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

Types of Training

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

Vendor Details

Company Name

MindMatters Technologies

Founded

2000

Country

United States

Website

www.mindmatters.net/software/phase-gate-new-product-development-2/stagetrak-new-product-development/

Vendor Details

Company Name

RetireReady

Country

Canada

Website

retireready.com

Product Features

Product Lifecycle Management

Change Management No 
Compliance Management No 
Cost Tracking No 
Design Management No 
Document Management Yes 
Product Data Management No 
Project Management Yes 
Requirements Management No 
Supplier 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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