ProTracker RMDProTracker Software, Inc.
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Related Products
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About
We empower nonprofits with the tools they need to deepen relationships with their community, grow revenue and maximize their impact. We took the best of modern technology and purpose-built a solution to meet the evolving needs of todayโs nonprofits. Instil holistically manages donors, members, volunteers, advocates and beneficiaries to foster nonprofit connections with their community for maximum impact. A lot of systems help organizations track transactions, but thatโs not enough. Instil enables your nonprofit to foster interactions with your people. With real-time insights and intuitive data visualization, you can uncover new paths to deeper connections and build stronger relationships with your community. Our platform is built by a team with decades of experience in the nonprofit and technology sectors.
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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
Nonprofits searching for a Customer Reference Management platform to build or deepen relationships with their holistic supporter community
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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
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
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 InformationInstil
Founded: 2020
United States
www.instil.io
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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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Nonprofit Features
Accounting
Not Supported
Committee Management
Not Supported
Donor Management
Supported
Dues Management
Not Supported
Event Management
Not Supported
Fundraising Management
Supported
Member Database
Not Supported
Membership Management
Supported
Social Media Management
Not Supported
Volunteer Management
Not 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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