Gifted Grants

Gifted Grants

Westwood Forster
ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

Gifted Grants is a uniquely flexible no-code cloud grants management solution, securely accessible on any device. A slick and intuitive UI fronts a powerful end-to-end grant management platform with built-in workflow engine to automate, measure and report. Rapid deployment, full customizability, online forms, portals for beneficiaries to manage their applications. Allow your stakeholders to self-serve their needs with their own ‘external user’ login and personal dashboard to do everything; from applying for grants to managing them on behalf of others. Take the hassle out of processing every request on behalf of your stakeholders and give them the power to manage their own engagements straight from your website. Use Gifted Grants to deepen your relationship with everyone your organisation touches - automatically.

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 looking for a complete Grants Management solution

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

No information available.
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

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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

Westwood Forster
United Kingdom
www.giftedsolutions.co.uk/gifted-grants/

Company Information

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

Alternatives

Symplectic Grant Tracker

Symplectic Grant Tracker

Symplectic (previously known as CC Technology)

Alternatives

e-CImpact

e-CImpact

Seabrooks
Fringe Facts

Fringe Facts

Benefit Software
IntelliGrants IGX

IntelliGrants IGX

IGX Solutions

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 Gifted Grants and update features and information
Claim Gifted Grants and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information