AidHound

AidHound

I AM - CONSULTORIA
ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

Control your data, organize your work, manage your organization, make better decisions and share your knowledge. AidHound increases your productivity by 20%. AidHound is a software as a service (SaaS) designed to empower organizations with collection, analysis and visualization of data on their beneficiaries and activities in a secure and efficient way. Think about your goals, what data would you need to know if you're on the right track. Design forms and profile areas to collect data on your participants and the activities of your staff. AidHound collects all the data you need and translates it into usable information, this allows you to carefully analyze your progress and the impact your organization is having. Review your progress, derive concrete conclusions and recommendations that you can apply in your organization, make informed decisions, carry out adjustments and go back to step 1.

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

Foundations, public sector, nonprofits, SMEs seeking a solution to manage and organize their work

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

$19.99 per user 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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

I AM - CONSULTORIA
Founded: 2015
Portugal
aidhound.com

Company Information

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

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Categories

Categories

Association Management Features

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Human Services Features

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit Features

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

Social Work Case Management Features

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Financial CRM Features

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

Integrations

Charles Schwab
Fidelity
Microsoft Excel
ProTracker Advantage
SunVox
TD Ameritrade

Integrations

Charles Schwab
Fidelity
Microsoft Excel
ProTracker Advantage
SunVox
TD Ameritrade
Claim AidHound and update features and information
Claim AidHound and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information