OnTrack Retirement
HQ Address
31 Leonie Hill, #04-01, Singapore 239229
Website Address
Business introduction
For providers of financial education, engagement and advice, delivered at scale - OnTrack is the cost effective digital platform that places your brand and strategy at the forefront of an integrated, compliant, adviser-led or self-directed retirement planning journey
OnTrack’s digital client profiling combines goals, financials, and risk attitudes with a stochastic modelling engine that matches capabilities supporting plan generation. Manage client data, personalise marketing, automate reporting, and control your compliance, designed for seamless integration
Established in 2017, OnTrack is a B2B software as a service (SaaS) business providing white label digital financial planning solutions for providers of financial planning, engagement and education.
OnTrack’s focus is on building local strategic partnerships to leverage trust, improve customer outcomes and lower costs. OnTrack has delivered a ready for market, end to end digital planning solution to our strategic partner, based in Australia. Users of the solution are reporting significant efficiency gains in their advice processes, which is aligned with our value proposition.
OnTrack Retirement Solutions
OnTrack Digital Planner
OnTrack Digital Planner supports users in a number of ways: Efficiency - online data collection and fact-find engages the client, saving on cost and time. Reach - automated, interactive and self-directed engagement tailored for client sub-groups. Control - consistent application of modelling with full control over assumptions. Audit and compliance - automated record keeping simplifies oversight process. Growth......
