ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

Medaviz, telemedicine solution. You are a doctor ? Medaviz supports you in the use of teleconsultation and tele-expertise to complete your care offer. Create your doctor account for free. Receive training from our team. Integrate teleconsultation into your daily life. You are: Doctor. Gain exercise comfort by completing your treatment offer. Improve the follow-up of your patients. Take advantage of the advantages of digital in your daily practice. CPTS. Choose a service specific to your CPTS. Take advantage of a solution designed for healthcare professionals. Facilitate access to patient care. Mutual. Choose an agile digital solution. Improve the monitoring of your beneficiaries. Enjoy 360 ° support. Software publisher. Choose an integrated solution. Benefit from new features. Work with an available team. Patient. Consult your doctor. Join the medical permanence of your territory without an appointment.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

French physicians looking for a teleconsultation tool to connect with their patients remotely

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$895/user/year/1,000 RMDs
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Medaviz
Founded: 2014
France
www.medaviz.com

Company Information

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

Alternatives

Alternatives

Doctor Dekhao

Doctor Dekhao

Durbin Labs
Fringe Facts

Fringe Facts

Benefit Software

Categories

Categories

Telemedicine Features

Appointment Reminders
Appointment Scheduling
Chat / Messaging
E-Prescribing
For Medical Purposes
HIPAA Compliant
Multi-Provider Practice
Online Forms
Patient Queue Management
Practice Management
Remote Treatment Plans
Teleradiology
Video Conferencing

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Claim Medaviz and update features and information
Claim Medaviz and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information