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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

OnTrak Software offers a comprehensive cloud-based platform for point-of-sale management and tracking, tailored specifically for distributors of beer, wine, and spirits, enabling them to effectively monitor and manage their POS marketing strategies, compliance with draught line standards, and visibility of tap handle placements. The platform features various modular tools such as SignTrak, which streamlines the workflow for custom signage and cost management; PermaTrak, which provides real-time tracking of permanent POS inventory; MenuTrak, which automates beverage menu creation and supplier reimbursement processes; LineTrak, which facilitates the scheduling and validation of draught system cleaning through GPS tracking and compliance reporting; and SampleTrak, which documents and evaluates beverage sampling activities and associated inventory costs. By centralizing functions such as ordering, automated workflows, integrated approval mechanisms, and digital management of POS data, OnTrak enhances operational efficiency, reduces the likelihood of mistakes, accelerates time-to-market, manages POS-related costs effectively, and strengthens governance with suppliers. This holistic approach not only simplifies the management process but also empowers distributors to make more informed decisions regarding their marketing and compliance efforts.

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

MenuTrak Yes 

Integrations

MenuTrak No 

Pricing Details

No price information available.
Free Trial No 
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) Yes 
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

OnTrak Software

Founded

2004

Country

United States

Website

www.ontraksoftware.com

Vendor Details

Company Name

RetireReady

Country

Canada

Website

retireready.com

Product Features

Point of Sale

Barcode Scanning No 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles No 
Discount Management No 
Electronic Signature No 
Gift Card Management No 
Loyalty Program No 
Multi-Location No 
Restaurant POS No 
Retail POS No 
Returns Management No 
eCommerce Integration 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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