GovLabsCSM Technologies
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ProTracker RMDProTracker Software, Inc.
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Related Products
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About
The suite of agile solutions in the Government Functions are specially designed to help governments to join in into the digital revolution and connect the bridge between technology and services. Vesting in digital and automation can make government services more accessible online, reduce the cost of accessing those services, streamline administrative processes, improve turnaround times, and strengthen accountability and responsiveness. Our solutions offer uninterrupted service in a secured network for smart, efficient and good governance.
* Grant Management System
* Integrated Beneficiary Management System
* Asset Registration System
* Project Monitoring System
* e-File Tracking System
* eMuster Roll Platform
* Epidemic Management System
* Contractor Database Management System
* eTendering System
* Integrated Legal Monitoring System
* HRMIS
* Labour Welfare Scheme Monitoring System
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Governments
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$895/user/year/1,000 RMDs
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCSM Technologies
Founded: 1998
India
www.csm.tech/product/govlabs/
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Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Household Tracking
Supported
Influence Tracking
Not Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Not Supported
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Integrations
Charles Schwab
Not Supported
Fidelity
Not Supported
ProTracker Advantage
Not Supported
SunVox
Not Supported
TD Ameritrade
Not Supported
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Integrations
Charles Schwab
Supported
Fidelity
Supported
ProTracker Advantage
Supported
SunVox
Supported
TD Ameritrade
Supported
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