ProTracker RMDProTracker Software, Inc.
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Related Products
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About
PRAXIS is a third-party escrow agent specializing in software escrow, source code escrow, SaaS escrow, AI escrow, technology escrow, trade secret escrow, and automated escrow solutions.
PRAXIS invented Automated Escrow and pioneered Infinite Retention, redefining how escrow should work in modern, cloud-based and agile development environments. Our Automated Escrow platform integrates directly with source-code repositories and deployment workflows to ensure escrow deposits are always current, complete, and verifiable—without manual uploads or compliance gaps.
Infinite Retention ensures escrowed materials are never deleted, providing long-term continuity and protection for beneficiaries, licensees, lenders, and acquirers.
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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
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Supported
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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
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Audience
Software Developers, Law Firms, IP Lawyers, Banks, Government Agencies, Software End Users
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Custom
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$895/user/year/1,000 RMDs
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationPRAXIS Technology Escrow
Founded: 2016
United States
praxisescrow.com
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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
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
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Integrations
Bitbucket
Supported
Charles Schwab
Not Supported
Fidelity
Not Supported
GitHub
Supported
ProTracker Advantage
Not Supported
SunVox
Not Supported
TD Ameritrade
Not Supported
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Integrations
Bitbucket
Not Supported
Charles Schwab
Supported
Fidelity
Supported
GitHub
Not Supported
ProTracker Advantage
Supported
SunVox
Supported
TD Ameritrade
Supported
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