ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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.

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 Not Supported
iPad Not Supported
Android Not 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

Businesses in need of a compliant and modular solution to simplify payments for their products, services and financial marketplaces

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

No information available.
Free Version Not Supported
Free Trial Not 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

Lemonway
Founded: 2007
France
www.lemonway.com/en/

Company Information

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

Alternatives

Alternatives

Till

Till

Till Payments
Fringe Facts

Fringe Facts

Benefit Software

Categories

Payment Processing Supported

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

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

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
Claim Lemonway and update features and information
Claim Lemonway and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information