ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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.

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

Individuals and companies requiring a tool to manage their charities and fundraising operations

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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

GiveWheel
United Kingdom
givewheel.com

Company Information

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

Alternatives

Alternatives

TournaKit Pro

TournaKit Pro

TournaKit
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

Charles Schwab
Fidelity
ProTracker Advantage
Strava
SunVox
TD Ameritrade

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
Strava
SunVox
TD Ameritrade
Claim GiveWheel and update features and information
Claim GiveWheel and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information