ProTracker RMDProTracker Software, Inc.
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Related Products
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About
NPSM is a digital transformation platform for nonprofits, powered by ServiceNow and elevated by Agentic AI. It brings every nonprofit application a mission-driven organization needs into one unified suite, replacing scattered apps and siloed data with intelligent, connected workflows. NPSM gives nonprofits 10+ purpose-built applications in a single AI-ready suite, supporting fundraising, donor management, grants, volunteers, finance, impact, case management, facilities, travel and expense, identity and access management, and more. It is built to help nonprofits move faster, scale smarter, and stay mission-focused, with one intelligent suite that works as hard as the organization does. Multi-Purpose Case Management centralizes case intake and service delivery with workflows adaptable to social programs, beneficiary services, and support needs. Volunteer Management helps recruit, onboard, schedule, and retain volunteers with AI-driven matching and engagement tools.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Nonprofit operations leaders who need one AI-ready ServiceNow-based platform to manage programs, grants, volunteers, donors, impact, and mission workflows
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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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
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Pricing
$895/user/year/1,000 RMDs
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationNPSM Cloud
United States
www.npsm.ai/
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Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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AlternativesNo 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
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Integrations
Charles Schwab
Fidelity
ProTracker Advantage
ServiceNow
SunVox
TD Ameritrade
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Integrations
Charles Schwab
Fidelity
ProTracker Advantage
ServiceNow
SunVox
TD Ameritrade
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