Karagem

Karagem

Eagmark LLC
ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

Karagem is a web-based monitoring and evaluation (M&E) platform for NGOs, implementing partners, cooperatives, research teams and public programmes. It brings programme frameworks, indicators, targets, baselines, beneficiary records, surveys, training attendance and budgets into organisation workspaces. Field teams can collect survey responses, signatures, photos and GPS data offline on Android or iPhone, then sync them when connected. Review queues, activity histories and data-quality checks help teams review submissions; dashboards, forecasts, alerts and disaggregated results support programme monitoring. Teams can import forms and submissions from KoboToolbox, ODK Central, SurveyCTO and Google Sheets, and use a REST API or Power BI connection. Read-only donor dashboards and report templates for USAID, EU, World Bank and FCDO support sharing programme progress with funders.

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 Supported
iPad Not Supported
Android 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

NGOs, donor-funded development and humanitarian programmes, M&E officers and consultancies, government programme units, and field teams working in low-connectivity areas.

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free (paid plans per organisat
Free Version Supported
Free Trial 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 Not Supported
In Person Not Supported

Training

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

Company Information

Eagmark LLC
Founded: 2022
Kenya
me.eagmark.net

Company Information

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

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Categories

Categories

Financial CRM 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
Google Sheets Supported
KoboToolbox Supported
Microsoft Power BI Supported
ODK Supported
ProTracker Advantage Not Supported
SunVox Not Supported
SurveyCTO Supported
TD Ameritrade Not Supported
WhatsApp Supported

Integrations

Charles Schwab Supported
Fidelity Supported
Google Sheets Not Supported
KoboToolbox Not Supported
Microsoft Power BI Not Supported
ODK Not Supported
ProTracker Advantage Supported
SunVox Supported
SurveyCTO Not Supported
TD Ameritrade Supported
WhatsApp Not Supported
Claim Karagem and update features and information
Claim Karagem and update features and information
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Claim ProTracker RMD and update features and information