ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

ImpactMapper is a comprehensive platform that supports donors, philanthropists, investors, businesses, and nonprofits in tracking their social impact and sustainability efforts. Through impact reporting, consulting services, and proprietary software technology, ImpactMapper specializes in areas such as human rights, gender equality, climate change, Sustainable Development Goals (SDGs), and social justice investments and projects. The platform enables users to transform text-based data into quantitative trends aligned with custom outcomes or analyses, facilitating the extraction of valuable insights from qualitative information. Additionally, ImpactMapper offers a custom survey tool that allows for efficient data collection at various stages, including grantee applications, reports, beneficiary surveys, and project assessments. The platform provides real-time data visualization, customizable charts, and the ability to design and analyze surveys to track impact effectively.

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

Enterprises looking for a solution to optimize their impact tracking 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

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

This software hasn't been reviewed yet. Be the first to provide a review:

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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

ImpactMapper
Founded: 2015
United States
www.impactmapper.com

Company Information

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

Alternatives

Alternatives

b.world

b.world

threshold.world
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
SunVox
TD Ameritrade

Integrations

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