ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
+
+

Related Products

  • FirstPromoter
    60 Ratings
    Visit Website
  • Tremendous
    1,812 Ratings
    Visit Website
  • Everstage
    3,620 Ratings
    Visit Website
  • YouHodler
    28 Ratings
  • Juspay
    17 Ratings
    Visit Website
  • Capitalcore
    84 Ratings
    Visit Website
  • Clazar
    95 Ratings
    Visit Website
  • wp2print
    23 Ratings
    Visit Website
  • JOpt.TourOptimizer
    10 Ratings
    Visit Website
  • Apify
    1,405 Ratings
    Visit Website

About

Allocora is finance-grade revenue allocation software for teams that calculate commissions, royalties, revenue-share splits, seller payouts, and partner settlements. It imports Stripe revenue or CSV/XLS/XLSX files, maps products and payees, applies versioned allocation rules, runs deterministic calculations, and produces statements, reconciliation evidence, close packages, and payout/export files. Allocora helps finance and operations teams replace spreadsheet-based payout workflows with governed calculation runs, audit history, line-level explanations, and reusable rules. It calculates and governs expected payout outcomes before money moves; it does not move funds, store bank credentials, perform KYC/AML, or file taxes.

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

Finance and operations teams at SaaS companies, marketplaces, affiliate programs, publishers, music labels, agencies, and revenue-share businesses that need repeatable commission, royalty, seller payout, or partner settlement calculations.

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

No images available

Screenshots and Videos

Pricing

$79/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

Allocora
Founded: 2026
Spain
www.allocora.com

Company Information

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

Alternatives

Alternatives

Prowi

Prowi

Prowi ApS
Fringe Facts

Fringe Facts

Benefit Software
Fullcast Pay

Fullcast Pay

Fullcast

Categories

Categories

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
ProTracker Advantage
SunVox
TD Ameritrade

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Claim Allocora and update features and information
Claim Allocora and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information