ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

Goodstack is a unified corporate-giving and impact management platform designed to simplify and scale charitable donations, grants, volunteering, and nonprofit/education verification. It combines a global database of verified causes (nonprofits, educational institutions, NGOs, etc.) with tools for donations, employee giving and matching, volunteering programs, grant management, and customer-facing donation experiences. Goodstackโ€™s verification module handles due diligence for nonprofits and educational organizations, reducing friction and fraud risk for donation or discount programs, and enabling companies to confidently vet beneficiaries worldwide. Through APIs or hosted components, companies can embed donation flows into their products or workflow, for example, by offering discounts or benefits to verified nonprofit/education organizations, enabling customers to donate at checkout, or powering employee-giving campaigns with matching.

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

Companies, nonprofits or platforms wanting a solution to embed a global, scalable and secure corporate-giving system

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

Goodstack
Founded: 2017
United Kingdom
goodstack.io

Company Information

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

Alternatives

Alternatives

YourCause

YourCause

Blackbaud
Fringe Facts

Fringe Facts

Benefit Software
POINT

POINT

Point

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 Goodstack and update features and information
Claim Goodstack and update features and information
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Claim ProTracker RMD and update features and information