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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Mintago assists companies and their workforce in minimizing National Insurance costs while enhancing the financial wellness of their employees. By lowering your NICs, you can save significant amounts that can be redirected towards business expansion. Each staff member is provided with a comprehensive financial wellbeing platform that offers educational resources, pension exploration, and much more. To ensure seamless collaboration and maximize your experience with Mintago, we handle all administrative tasks, onboarding processes, and communication efforts. Regardless of whether you currently utilize a salary sacrifice pension scheme, we are here to help your business save more while empowering your employees with knowledge for a more satisfied and effective team. We manage all the demanding tasks, allowing you to focus on growth. Our commitment to value extends beyond initial savings; you can continue to reap financial benefits annually while fostering your employees' financial health. Additionally, our user-friendly tools aid your staff in planning for their ideal retirement, ensuring they have the resources needed for a secure future.

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

Breathe

Integrations

Breathe

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

Mintago

Founded

2019

Country

United Kingdom

Website

mintago.com

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

Alternatives

Alternatives

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