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 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

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 Supported
24/7 Live Support Not Supported
Online Not Supported

Support

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

API

Offers API Not 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

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

Telemedicine Supported

Categories

Financial CRM Supported

Telemedicine Features

Appointment Reminders Not Supported
Appointment Scheduling Supported
Chat / Messaging Not Supported
E-Prescribing Supported
For Medical Purposes Supported
HIPAA Compliant Not Supported
Multi-Provider Practice Not Supported
Online Forms Not Supported
Patient Queue Management Not Supported
Practice Management Supported
Remote Treatment Plans Not Supported
Teleradiology Not Supported
Video Conferencing 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
ProTracker Advantage Not Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Charles Schwab Supported
Fidelity Supported
ProTracker Advantage Supported
SunVox Supported
TD Ameritrade Supported
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