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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$895/user/year/1,000 RMDs
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Atlar
Charles Schwab
Crowdsofts
Fidelity
Kreezalid
ProTracker Advantage
SCND
SunVox
TD Ameritrade
UpStream Pay
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Integrations
Atlar
Charles Schwab
Crowdsofts
Fidelity
Kreezalid
ProTracker Advantage
SCND
SunVox
TD Ameritrade
UpStream Pay
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