ProTracker RMDProTracker Software, Inc.
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Related Products
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About
Support an unlimited number of charities in a single event, with any % split you choose. Gift aid on donations, automatic QR codes, widgets, images & videos, Strava integration, and much more. Powerful functionality, supporting big ideas, and extraordinary efforts. Unlimited individual fundraising pages, linked with a combined target. Set the charity beneficiaries for the whole event, or allow your team to choose their own charities for their individual pages. Companies & charities can set up paid event registration and automatically collect entry fees. Single & recurring donations for all your favorite charities. Impact reporting enables you to see how your donations make a difference. GiveWheel is free for both individuals and charities and is committed to 0% platform fees. Centralized fundraising, volunteering, and reporting. Corporate social responsibility simplified.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individuals and companies requiring a tool to manage their charities and fundraising operations
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
$895/user/year/1,000 RMDs
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGiveWheel
United Kingdom
givewheel.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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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Charles Schwab
Fidelity
ProTracker Advantage
Strava
SunVox
TD Ameritrade
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Integrations
Charles Schwab
Fidelity
ProTracker Advantage
Strava
SunVox
TD Ameritrade
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