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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MenuTrak

Integrations

MenuTrak

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

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
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration

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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