ProTracker RMDProTracker Software, Inc.
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Related Products
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About
Payment made simple for your marketplace. A secure, compliant and modular solution to simplify payments for product, service and financial marketplaces in Europe. Whether you manage a B2B, B2C, or C2C marketplace, handling payments for your platform has never been easier. Simplify and digitize business-to-business, business-to-customer or customer-to-customer relationships. Offer a wide range of payment means and methods tailored to your customers. Ensure compliance, your merchant’s identification, and secure transactions. Simplify product and service purchase between your users, manage your commissions and monitor cash flows in real-time. Simplify the process of connecting investors and project promoters by delegating your regulatory process to us. Optimize investments in equity for start-ups and SMEs. Make the connection between donors and fundraisers secure by facilitating the fully compliant collection and fund transfer to beneficiaries.
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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
Businesses in need of a compliant and modular solution to simplify payments for their products, services and financial marketplaces
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
Not 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
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
Supported
Webinars
Not Supported
Live Online
Not 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 InformationLemonway
Founded: 2007
France
www.lemonway.com/en/
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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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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
Atlar
Supported
Charles Schwab
Not Supported
Crowdsofts
Supported
Fidelity
Not Supported
Kreezalid
Supported
ProTracker Advantage
Not Supported
SCND
Supported
SunVox
Not Supported
TD Ameritrade
Not Supported
UpStream Pay
Supported
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Integrations
Atlar
Not Supported
Charles Schwab
Supported
Crowdsofts
Not Supported
Fidelity
Supported
Kreezalid
Not Supported
ProTracker Advantage
Supported
SCND
Not Supported
SunVox
Supported
TD Ameritrade
Supported
UpStream Pay
Not Supported
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