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AskTrack Review

3

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.6
HR, Benefits Administration

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Description of AskTrack

AskTrack is a transformational retirement planning solution for advisors.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Great investment advisor toolset/platform

I like that it allows you to create your own custom plans or use their pre-built templates, depending upon which one best fits what you need at this time of year! It's easy enough for anyone with little experience in investing (or even those who have some) but requires advanced knowledge if you want all bells & whistles. The customization options are limited compared to other products out there - not surprising given they're an online platform rather than software designed specifically around…

Pros
  • Customizable investment planning tools.
  • Client support team is responsive both through phone calls / email correspondence alike.+1
Cons
  • Some difficulties

Revainrating 4 out of 5

Great Product For Moving Data Between Apps

I like that you can put in your own information, customize it to what's important to you and get back results very quickly! I dislike most everything about my screen. The font is too tiny to read anything without magnification and the design has no logic or flow. Very hard to find things once they're hidden away. Not something I would recommend other than if you are looking at this because you need an interface with lots of boxes to fill out then use them as templates instead of buying…

Pros
  • Great support team who helped me figure stuffout when i had questions/issues.Great customizable dashboards make reporting super easy !!!
Cons
  • Ugly; almost impossibleto navigate around.
  • Dashboard options limited compared totargeted solutions

Revainrating 5 out of 5

Easy-to navigate and user friendly for anyone looking

My favorite part of using this platform was it's ease to use, easy navigation with all their features available in one location! There are some things I wish were different but that isn't an issue at current time as they have great customer service team who always get back right away when you contact them via email or chat window if need be!! Definitely recommend trying out askingtrack first before jumping into other platforms which seem easier than ask track from my experience so far. Our…

Pros
  • The ability for employees / managers access information easily makes managing day to day work flow more enjoyable because there is no longer any confusion about what needs completed today vs tomorrow versus overdue projects
Cons
  • There are troubles