ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

We provide transparent pricing, fast payments, world-class security, hedging strategies, and support to take your business into the next generation of global FX payments. Send money, manage your account and track transfers 24/7 from any device. Payments can be delivered to your beneficiary account in as little as 2 hours. Our most important offering is to safeguard client money at all times. We guarantee 100% safety of client funds and use 256-bit encryption on our online platform. Our impressive numbers will give a business of any size the confidence they have chosen the right FX and payments provider. Clean, easy-to-use, feature-rich dashboard, giving you a snapshot of your account, recent transactions, and outstanding tasks. Select your currency pair, choose the date you want to settle the trade, and get your quote, you have 20 seconds to confirm. Full view of all your beneficiaries with quick links for further tasks.

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

Businesses interested in a solution to manage their payments, send money, and track transfers

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

Screenshots and Videos

Pricing

Free
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:

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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

Excel Currencies
Founded: 2004
United Kingdom
www.excelcurrencies.com/business/

Company Information

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

Alternatives

Almond

Almond

Almond FinTech

Alternatives

Fringe Facts

Fringe Facts

Benefit Software

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

Authy
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations

Authy
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Claim Excel Currencies and update features and information
Claim Excel Currencies and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information