365TicketingSoft Pepper
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ProTracker RMDProTracker Software, Inc.
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Related Products
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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).
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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.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Companies and enterprises seeking a solution to optimize their incident resolution process
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$17.00/month/user
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$895/user/year/1,000 RMDs
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationSoft Pepper
Romania
www.softpepper.ro/ro/produse/365Ticketing-Sistem-ticketing-Tichete-suport-clienti--12
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Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Charles Schwab
Not Supported
Fidelity
Not Supported
ProTracker Advantage
Not Supported
SunVox
Not Supported
TD Ameritrade
Not Supported
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Integrations
Charles Schwab
Supported
Fidelity
Supported
ProTracker Advantage
Supported
SunVox
Supported
TD Ameritrade
Supported
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