Related Products
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Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Companies searching for a solution to manage and improve their operations
|
Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
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API
Offers API
|
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
|
Pricing
$895/user/year/1,000 RMDs
Free Version
Free Trial
|
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Reviews/
|
Reviews/
|
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Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
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Company InformationMyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com
|
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
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
|
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
Charles Schwab
Fidelity
ProTracker Advantage
TD Ameritrade
|
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