Company Detail
OnTrack Retirement Private Limited
Category
FinTech
Vertical
WealthTech
Company ID
201707382K
SFA Member
10/24
Business Model
B2B
Business Est.
Since 2017
Countries
Singapore (HQ), Australia
FinTech Certified
06/21 (Expired)
Established in 2017 and incorporated in Singapore, OnTrack operates as a software as a service (SaaS) business, specialising in white-label digital financial planning solutions. OnTrack has adopted a white label B2B model with a focus on building strategic partnerships to leverage trust, improve customer outcomes and lower costs.
The users of OnTrack’s SaaS solutions are financial planners and institutions such as superannuation funds, insurance companies, and banks. OnTrack’s SaaS solutions support users in a number of ways:
Financial Planners - capture detailed client information, as well as effectively model, test, communicate and monitor the alignment of agreed outcomes with their clients.
Mass Market providers - supports self-directed engagement, education and with pathways available to full advice channels with member profiling and matching.
OnTrack’s solution is a modular, digital platform that enables personalised one to one client engagement, delivered at scale. The digital platform is a fully customisable planning tool that end clients can easily access on any device, any time, anywhere.
OnTrack empowers providers of education, engagement and advice (Providers) to utilise their knowledge base and enables self-directed client profiling that combines client’s goals, motivators, financials and attitudes to risk. The application of motivators and attitudes toward risk is derived from academic research and is presented in plain language.
OnTrack’s calculation engine uses end client profiles to stochastically simulate future outcomes. Providers control modelling assumptions, match outcomes to their product capabilities and generate automated plans for their clients.
The users of OnTrack’s SaaS solutions are financial planners and institutions such as superannuation funds, insurance companies, and banks. OnTrack’s SaaS solutions support users in a number of ways:
Financial Planners - capture detailed client information, as well as effectively model, test, communicate and monitor the alignment of agreed outcomes with their clients.
Mass Market providers - supports self-directed engagement, education and with pathways available to full advice channels with member profiling and matching.
OnTrack’s solution is a modular, digital platform that enables personalised one to one client engagement, delivered at scale. The digital platform is a fully customisable planning tool that end clients can easily access on any device, any time, anywhere.
OnTrack empowers providers of education, engagement and advice (Providers) to utilise their knowledge base and enables self-directed client profiling that combines client’s goals, motivators, financials and attitudes to risk. The application of motivators and attitudes toward risk is derived from academic research and is presented in plain language.
OnTrack’s calculation engine uses end client profiles to stochastically simulate future outcomes. Providers control modelling assumptions, match outcomes to their product capabilities and generate automated plans for their clients.