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Description
We develop repair and customer relationship management software with the same dedication that you show your clients, resulting in reliable and cost-effective solutions. Experience greater value with FastTrak® Auto Shop Management Systems, which are tailored to provide essential software at prices that fit your budget. Our system is designed to scale seamlessly from a single user to hundreds, accommodating both single and multiple locations, and is built with modularity in mind to ensure you only invest in what you truly need. Additionally, we offer one of the few wireless handheld devices in the market that enables you to take orders directly from the vehicle and update your FastTrak database in real-time. With FastTrak, you can count on us to keep pace with technological advancements and efficiency improvements. Our blog is also a valuable resource, filled with best practices aimed at boosting your profits. Plus, we offer the flexibility of no long-term contracts, allowing you to cancel anytime with just 30 days' notice. We strive to ensure that you are completely satisfied with your Auto Repair Shop and Tire Shop Management Software at all times, so you can focus on providing excellent service to your customers.
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
API Access
Has API
Integrations
PartsTech
Service-Intel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Risoria
Founded
2001
Country
United States
Website
www.fasttrakauto.com
Vendor Details
Company Name
RetireReady
Country
Canada
Website
retireready.com
Product Features
Auto Repair
Billing & Invoicing
CRM
Digital Vehicle Inspections (DVI)
Inventory Management
Labor Rates
Maintenance Scheduling
Parts Management
Quotes / Estimates
Service History
VIN Lookup
Vehicle Tracking
Work Order Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
