OnTrack Retirement

OnTrack Retirement is a Singapore-based startup that offers digital retirement planning solutions, with a focus on providing white label services for financial planning, engagement, and education. The company targets financial planning dealer groups and institutions such as superannuation funds, insurance companies, and banks. OnTrack aims to streamline the financial planning process by offering an efficient digital platform that allows financial advisors to capture detailed client information, model, test, communicate, and monitor outcomes. This approach enables consistent advice quality, efficiency in data collection, and potential growth opportunities for advisors. The company also addresses the complexity and cost barriers associated with traditional planning processes, aiming to make retirement advice more accessible to mass-market clients. OnTrack's platform supports self-directed engagement, education, and intrafund advice, with the flexibility to scale to full advice channels. The modular architecture approach ensures adaptability to changing regulatory and industry standards, providing valuable insights into client preferences, risk appetite, and demographics for providers. Founded in 2017, OnTrack operates in the financial services, fintech, and SaaS industries. Despite not having publicly disclosed its latest investment details, the company's focus on addressing the inefficiencies in financial planning processes and expanding access to retirement advice aligns with the growing demand for digital solutions in the financial services sector. With the potential to drive efficiency, cost savings, and growth for financial planning providers, OnTrack Retirement presents an impactful opportunity for venture capital investors looking to support innovation in the finance and fintech domains.