ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

Agentforce 360 for Nonprofits is Salesforceโ€™s AI-powered CRM platform designed to help nonprofit organizations maximize their impact. Built on the trusted Agentforce 360 platform, it unifies fundraising, program management, volunteer coordination, and stakeholder engagement in one system. The solution provides a 360-degree view of donors, beneficiaries, volunteers, and partners. AI-powered tools help nonprofits fundraise smarter, streamline operations, and improve program outcomes. Nonprofit Cloud centralizes data to enhance collaboration across teams and departments. Purpose-built features support grantmaking, marketing, volunteer management, and impact measurement. Agentforce 360 for Nonprofits empowers organizations to drive mission success with greater efficiency and insight.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agentforce 360 for Nonprofits is ideal for nonprofit organizations, foundations, and social impact teams seeking an AI-powered CRM platform to streamline operations, enhance stakeholder engagement, and maximize mission impact

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$36 per month
Free Version
Free Trial

Pricing

$895/user/year/1,000 RMDs
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com/nonprofit/

Company Information

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

Alternatives

Alternatives

Bloomerang CRM

Bloomerang CRM

Bloomerang
Enquire

Enquire

Tactiv
GiveLife365

GiveLife365

Alphavima Technologies Inc
Fringe Facts

Fringe Facts

Benefit Software

Categories

Categories

Community Features

Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Grant Management Features

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Volunteer Management Features

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

CharityWeb
Charles Schwab
ClickFunnels
Collate
Deskpro
DonorDrive
Fidelity
LearningCart
Momentum
Pendo Feedback
PhaseWare Tracker
ProTracker Advantage
Salesforce
Sendloop
Slemma
Snappii
SunVox
Systems for Good
TD Ameritrade
WizeHive Zengine

Integrations

CharityWeb
Charles Schwab
ClickFunnels
Collate
Deskpro
DonorDrive
Fidelity
LearningCart
Momentum
Pendo Feedback
PhaseWare Tracker
ProTracker Advantage
Salesforce
Sendloop
Slemma
Snappii
SunVox
Systems for Good
TD Ameritrade
WizeHive Zengine
Claim Agentforce 360 for Nonprofits and update features and information
Claim Agentforce 360 for Nonprofits and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information