365Ticketing

365Ticketing

Soft Pepper
ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

365Ticketing ticketing software optimizes the incident resolution process, according to the terms agreed with the partners (SLAs). After creating the ticket associated with the incident, it is automatically assigned to the responsible staff, who are notified by email. The duration of the intervention is monitored by the ticketing program and approved by the final beneficiary, based on which the invoice is issued to the client. The multitude of reports in the ticketing system gives you the opportunity to analyze the causes of incidents and reduce their rate. Improving the response time and productivity of your employees can be achieved through the reports and history contained in the SaaS ticketing application. The 365Ticketing ticketing system contributes to the increase of productivity, facilitating the fast answer and the resolution of the tickets according to the agreed contractual terms (SLAs).

About

Are You Tired of: Reading about the new SECURE Act changes? Calculating RMDs on spreadsheets? Are you trying to track client RMD withdrawals to see if clients have taken them? Monitoring custodians who calculate some RMDs but not inherited accounts? Pondering which clients are Eligible Designated Beneficiaries (EDBs)? Wondering how to manage the new 10-Year Rule accounts? ProTracker RMD Allows You to Calculate: Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries. A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent. A separate panel to track the expirations of 10-Year Rule accounts. A global 10-Year Rule Account screen to monitor all client accounts for expiration.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and enterprises seeking a solution to optimize their incident resolution process

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$17.00/month/user
Free Version Not Supported
Free Trial Not Supported

Pricing

$895/user/year/1,000 RMDs
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Soft Pepper
Romania
www.softpepper.ro/ro/produse/365Ticketing-Sistem-ticketing-Tichete-suport-clienti--12

Company Information

ProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com

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Categories

Help Desk Supported

Categories

Financial CRM Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Not Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Not Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Supported
Multiple Brands / Products Not Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Not Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Integrations

Charles Schwab Not Supported
Fidelity Not Supported
ProTracker Advantage Not Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Charles Schwab Supported
Fidelity Supported
ProTracker Advantage Supported
SunVox Supported
TD Ameritrade Supported
Claim 365Ticketing and update features and information
Claim 365Ticketing and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information