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Average Ratings 0 Ratings
Description
Equiniti Retirement Solutions delivers a wide array of advanced software and platform solutions aimed at revolutionizing pension administration through cutting-edge innovation and digital transformation. Boasting a remarkable legacy of over 187 years in the retail and workplace wealth, life, and pension sectors, EQ focuses on providing future-ready technology that seeks to lower ongoing expenses, enhance efficiency via process automation, and mitigate regulatory risks. Their unique administration platform, Compendia, guarantees a smooth user experience with features including automated benefit calculations, effective document management, and self-service portals for members. For Local Government Pension Schemes (LGPS), EQ's specialized Compendia LGPS caters to the distinct requirements of public sector pension administration, incorporating workflow automation, online member services, and real-time management insights. Furthermore, EQ also presents strong data solutions aimed at alleviating the dangers linked to inadequate pension scheme data, ensuring greater reliability and accuracy in pension management. This comprehensive approach underscores EQ's commitment to enhancing the overall efficiency and effectiveness of pension administration for its clients.
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
Integrations
No details available.
Integrations
No details available.
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
Equiniti
Country
United Kingdom
Website
equiniti.com/uk/services/retirement-solutions/software-platform-solutions/
Vendor Details
Company Name
RetireReady Solutions
Founded
1986
Country
United States
Website
retireready.com
Product Features
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