ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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.

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 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

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

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

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

Pricing

$895/user/year/1,000 RMDs
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Allocora
Founded: 2026
Spain
www.allocora.com/

Company Information

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

Alternatives

Alternatives

Fringe Facts

Fringe Facts

Benefit Software
Prowi

Prowi

Prowi ApS

Categories

Commission Supported

Categories

Financial CRM Supported

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

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

Integrations

Charles Schwab Not Supported
Fidelity Not Supported
ProTracker Advantage Not Supported
Stripe Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Charles Schwab Supported
Fidelity Supported
ProTracker Advantage Supported
Stripe Not Supported
SunVox Supported
TD Ameritrade Supported
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