ONTRACK RETIREMENT

ontrack-retirement-logo

OnTrack works with partners through a white-label SaaS model to engage with mass-market financial planning customers to help them think about retirement. The approach is user-centric, with an emphasis on health and psychological considerations as much as financial concerns. We find that users will provide all the necessary information for a full financial planning fact find - voluntarily and at their own pace - when they feel they are intimately involved in the entire process. Much of our resear... ch has been focused on the psychology of user engagement through a partnership with academics. The tool personality profiles users to help frame suggestions in the language they will be comfortable hearing. We work in partnership with our clients to introduce products and education at the right time, in the right way, to each user in a personalised manner. We also provide our clients with access to a portal to track users progress and interact with them through email templates. The tool introduces the idea of human capital and why life insurance is important, as well as taking an academic approach to risk profiling using techniques developed for the Big 5 Inventory personality trait model. The calculation engine combines goals, choices and Monte Carlo simulations to show what retirement could look like for the user, provides a Retirement Check-up document and allows for ongoing engagement through email/SMS/chat support.

#SimilarOrganizations #People #Website #More

ONTRACK RETIREMENT

Social Links:

Industry:
Financial Services FinTech Retirement SaaS

Founded:
2017-03-16

Address:
Singapore, Central Region, Singapore

Country:
Singapore

Website Url:
http://www.ontrack.com.sg

Total Employee:
1+

Status:
Active

Email Addresses:
[email protected]

Technology used in webpage:
SPF Google Apps For Business GoDaddy DNS GoDaddy Email


Similar Organizations

blueleaf-logo

Blueleaf

Blueleaf is a wealth management platform that offers modular wealth softwares.

split-logo

Split

Buy now pay later designed for Malaysia

Founder


andrew-crawford_image

Andrew Crawford

not_available_image

Lucas Weatherill

Official Site Inspections

http://www.ontrack.com.sg

  • Host name: aacb0a264e514dd48.awsglobalaccelerator.com
  • IP address: 99.83.190.102
  • Location: Seattle United States
  • Latitude: 47.54
  • Longitude: -122.3032
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98108

Loading ...

More informations about "OnTrack Retirement" on Search Engine