AidHoundI AM - CONSULTORIA
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ProTracker RMDProTracker Software, Inc.
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Related Products
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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.
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not 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
Foundations, public sector, nonprofits, SMEs seeking a solution to manage and organize their work
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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
$19.99 per user per month
Free Version
Not Supported
Free Trial
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
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 InformationI AM - CONSULTORIA
Founded: 2015
Portugal
aidhound.com
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Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Association Management Features
Chapter Management
Not Supported
Committee Management
Not Supported
Dues Management
Not Supported
Election Management
Not Supported
Email Marketing
Not Supported
Event Management
Not Supported
Financial Management
Not Supported
Fundraising Management
Supported
Jobs Board
Not Supported
Member Communities
Supported
Member Directory
Supported
Member Portal
Supported
Membership Management
Supported
Website Management
Not Supported
Human Services Features
Case Management
Supported
Certification & Licensing
Not Supported
Child Welfare Management
Supported
Document Management
Supported
Reporting & Statistics
Supported
Scheduling
Supported
Time Tracking
Supported
Training Management
Supported
Nonprofit Features
Accounting
Not Supported
Committee Management
Not Supported
Donor Management
Supported
Dues Management
Supported
Event Management
Not Supported
Fundraising Management
Supported
Member Database
Supported
Membership Management
Supported
Social Media Management
Not Supported
Volunteer Management
Supported
Social Work Case Management Features
Case Notes
Supported
Client Management
Supported
Document Management
Supported
Forms Management
Supported
Goal Setting / Tracking
Supported
Program Management
Supported
Referral Management
Supported
Reporting & Statistics
Supported
Scheduling
Supported
Volunteer 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
Microsoft Excel
Supported
ProTracker Advantage
Not Supported
SunVox
Not Supported
TD Ameritrade
Not Supported
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Integrations
Charles Schwab
Supported
Fidelity
Supported
Microsoft Excel
Not Supported
ProTracker Advantage
Supported
SunVox
Supported
TD Ameritrade
Supported
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