Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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