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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Heywood Engage provides a user-friendly online portal tailored for pension scheme members, allowing them secure and effortless access to essential retirement information. This platform clearly presents details on retirement status, estimated income, and personal goals, effectively transforming intricate pension data into a relatable narrative. It incorporates various planning tools to assist users in their retirement preparations, utilizes straightforward language and effective storytelling methods to minimize support inquiries, and offers analytics on member engagement. Enhanced security measures such as electronic identity verification, SMS-based multi-factor authentication, and adherence to accessibility standards (WCAG 2.1 Level AA/ADA) ensure that all individuals can participate. The design prioritizes user experience, featuring intuitive navigation, personalized communication that empowers users to make informed choices, and a reduction in the administrative load for plan providers by decreasing incoming queries and automating member-related tasks. Ultimately, the platform not only facilitates engagement but also fosters a greater sense of confidence among users regarding their retirement planning.

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

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Heywood

Founded

1975

Country

United Kingdom

Website

heywood.com/us/products/member-engagement/heywood-engage

Vendor Details

Company Name

RetireReady

Country

Canada

Website

retireready.com

Product Features

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

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