ProTracker RMDProTracker Software, Inc.
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Related Products
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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.
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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
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.
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
Not 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
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
$79/month
Exports center for payout CSV templates, close packages, payee totals, auditor evidence bundles, reconciliation, and downloadable finance handoff files.
Free Version
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
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAllocora
Founded: 2026
Spain
www.allocora.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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Commission Features
Affiliate Management
Supported
Agency Commission
Supported
Commission Calculations
Supported
Commission Scheduling
Not Supported
Commission Tracking
Supported
Compliance Management
Supported
Flat Commissions
Supported
Incentive Programs
Not Supported
Multi-Tiered Commissions
Supported
Percentage Commissions
Not Supported
Sliding Scale Commissions
Supported
Split Commissions
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
Stripe
Supported
SunVox
Not Supported
TD Ameritrade
Not Supported
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Integrations
Charles Schwab
Supported
Fidelity
Supported
ProTracker Advantage
Supported
Stripe
Not Supported
SunVox
Supported
TD Ameritrade
Supported
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