OnTrack Retirement

OnTrack is a software as a service (SaaS) business providing white label digital financial planning solutions for providers of financial planning, engagement and education. At OnTrack our clients are: 🔹Financial planning dealer groups, including their underlying financial planning firms 🔹Financial institutions, such as superannuation funds, insurance companies and banks, that are seeking a digital solution for mass-market engagement and advice We support our customers in several ways: Financial Planners Planning can be resource intense and expensive, which may limit growth opportunities for some planners. Legacy development issues exist for incumbent providers of planning tools, which make their solutions less efficient and user friendly. OnTrack’s digital platform enables financial advisers to capture detailed client information, as well as effectively model, test, communicate and monitor the alignment of agreed outcomes with their clients. Benefits: 🔸Control - Consistent modelling and advice quality across advisors using the client’s modelling assumptions 🔸Efficiency - Online data collection tools and integrated fact-find process engages the client, saving on cost and time. Reduce the number of advice meetings and construct a strategy in minutes. 🔸Growth potential - Efficiency and cost gains may be a growth enabler without significant additional infrastructure spending Mass Market Providers Traditional planning processes are complex, time-consuming and costly to implement, which inhibits access to retirement advice for mass market clients. OnTrack supports self-directed engagement, education and intrafund advice with pathways available to full advice channels with member profiling and matching. The digital platform is built with a modular architecture approach with changing regulatory and industry standards in mind. Providers gain deep insights into their client goal preferences, risk appetite, activity and demographics feedback into the strategy.