ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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.

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 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

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

Audience

Anyone searching for an all-in-one social value platform

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$1162.30 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$895/user/year/1,000 RMDs
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Impact Reporting
Founded: 2014
United Kingdom
impactreporting.co.uk

Company Information

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

Alternatives

Alternatives

NAVEX ESG

NAVEX ESG

NAVEX
Fringe Facts

Fringe Facts

Benefit Software

Categories

Environmental Supported
ESG Supported
ESG Reporting Supported
Sustainability Supported

Categories

Financial CRM Supported

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

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

Integrations

Charles Schwab Not Supported
Fidelity Not Supported
ProTracker Advantage Not Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Charles Schwab Supported
Fidelity Supported
ProTracker Advantage Supported
SunVox Supported
TD Ameritrade Supported
Claim Impact Reporting and update features and information
Claim Impact Reporting and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information