ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

DonkeyWorks Survey Platform is designed to conduct any kind of field based. Interview surveys on tablets/smartphones. The platform's web interface is used for designing questionnaire, monitoring survey activity and analyzing the survey data. The Tablet comes with offline sync, ensuring that the survey forms can be filled even in areas with no Internet connectivity. Organizations engaged in Social Development /CSR work use the platform to conduct, monitor and assess the impact of CSR/Development program on the end beneficiary. Additionally the platform also aids in rendering customized counselling to beneficiaries. The platform is being used in 300+ districts in India in more than 20 states and also being used outside India. DonkeyWorks is part of NASSCOM 10,000 Startups program and is undergoing incubation at NASSCOM Warehouse, Noida, India. Additionally, in its endeavor, it's being supported by Google.

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 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

Organizations that need a collaborative platform to collect and manage data in CSR, social development and educational programs

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

DonkeyWorks
Founded: 2016
India
www.donkeyworks.in/

Company Information

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

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Categories

Survey Supported

Categories

Financial CRM Supported

Survey Features

Custom Survey URLs Not Supported
Data Analysis Tools Not Supported
Email Marketing Supported
Mobile Survey Not Supported
Offline Response Collection Not Supported
Paper Survey Not Supported
Question Branching Not Supported
Question Library Not Supported
Site Intercept Survey Not Supported
Skip Logic Not Supported
Supports Audio / Images / Video Not 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

Amazon Web Services (AWS) Supported
Charles Schwab Not Supported
Fidelity Not Supported
Google Cloud Platform Supported
ProTracker Advantage Not Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Amazon Web Services (AWS) Not Supported
Charles Schwab Supported
Fidelity Supported
Google Cloud Platform Not Supported
ProTracker Advantage Supported
SunVox Supported
TD Ameritrade Supported
Claim DonkeyWorks Survey Platform and update features and information
Claim DonkeyWorks Survey Platform and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information