ProTracker RMDProTracker Software, Inc.
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Related Products
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About
Impact makes it easy to measure, evaluate and visualize your organization’s social value, social impact and sustainability without the unnecessary administrative burden of spreadsheets, manual data entry and trying to get your head around measurement frameworks. Make logging social value data throughout your organization the norm with Impact’s unique data capture functionality. Manage and analyze all the purpose-led activities and initiatives taking place across your organization. View trends, highlight problem areas and celebrate success. Receive a refreshingly simple at-a-glance review of progress towards social and environmental goals, or deep-dive into a specific area with just one click. Understand how your actions impact your beneficiaries in real time. Easily run reports and download visual indicators that evidence progress in just a few clicks.
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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
Anyone searching for an all-in-one social value platform
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
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
$1162.30 per month
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
Supported
Webinars
Not Supported
Live Online
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 InformationImpact Reporting
Founded: 2014
United Kingdom
impactreporting.co.uk
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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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ESG Features
Activity Dashboard
Supported
Analytics/Reporting
Supported
Audit Management
Supported
Benchmarking
Supported
Compliance Management
Supported
Data Visualization
Not Supported
Document Management
Supported
Performance Metrics
Supported
Risk Assessment
Not Supported
Environmental Features
Air Management
Not Supported
Auditing
Not Supported
Compliance Management
Supported
Document Management
Supported
Emissions Inventory
Not Supported
Hazardous Materials Control
Not Supported
Sustainability Management
Supported
Training Management
Not Supported
Waste Management
Supported
Water Management
Not Supported
Sustainability Features
Audit Management
Supported
Benchmarking
Supported
Compliance Management
Supported
Corrective Actions (CAPA)
Not Supported
Emissions Management
Supported
Employee Training
Not Supported
Energy Management
Supported
Incident Management
Not Supported
KPIs
Not Supported
Performance Metrics
Supported
Stakeholder Engagement
Supported
Supplier Management
Supported
Waste Management
Supported
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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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