Personal Information
Entreprise/Lieu de travail
Dallas, OR United States
Secteur d’activité
Technology / Software / Internet
Site Web
www.asktrak.com
À propos
TRAK (The Retirement Analysis Kit) is financial planning software for advisors.
At Trust Builders, Inc. we build partnerships with independent financial advisors, broker dealers, registered representatives and registered investment advisors. The Retirement Analysis Kit (TRAK), the vivid and robust retirement illustration software we create at our Dallas, Oregon headquarters.
TRAK financial planning software is widely viewed as the gold standard of retirement illustration software for advisors because it is designed for the real-life prospecting and selling situations that advisors encounter.
Our company was founded in 1986 as a financial services firm called The Annuity People.
Mots-clés
financial advisor tools
financial planning tools for advisors
retirement planning software
financial planning software
financial services
retirement planning software for advisors
asktrak
retirement calculators
retirement analysis
Tout plus
Documents
(1)Personal Information
Entreprise/Lieu de travail
Dallas, OR United States
Secteur d’activité
Technology / Software / Internet
Site Web
www.asktrak.com
À propos
TRAK (The Retirement Analysis Kit) is financial planning software for advisors.
At Trust Builders, Inc. we build partnerships with independent financial advisors, broker dealers, registered representatives and registered investment advisors. The Retirement Analysis Kit (TRAK), the vivid and robust retirement illustration software we create at our Dallas, Oregon headquarters.
TRAK financial planning software is widely viewed as the gold standard of retirement illustration software for advisors because it is designed for the real-life prospecting and selling situations that advisors encounter.
Our company was founded in 1986 as a financial services firm called The Annuity People.
Mots-clés
financial advisor tools
financial planning tools for advisors
retirement planning software
financial planning software
financial services
retirement planning software for advisors
asktrak
retirement calculators
retirement analysis
Tout plus