ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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

Audience

Companies searching for a solution to manage and improve their operations

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

MyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com

Company Information

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

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Alternatives

ProTracker Advantage

ProTracker Advantage

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Optimizer

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Synertree CMS

Categories

Categories

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

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
TD Ameritrade

Integrations

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