ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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.

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 Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook 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

Software Developers, Law Firms, IP Lawyers, Banks, Government Agencies, Software End Users

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support Supported
24/7 Live Support Not Supported
Online 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

Custom
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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

PRAXIS Technology Escrow
Founded: 2016
United States
praxisescrow.com

Company Information

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

Alternatives

Alternatives

Fringe Facts

Fringe Facts

Benefit Software

Categories

Online Escrow Supported

Categories

Financial CRM 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

Bitbucket Supported
Charles Schwab Not Supported
Fidelity Not Supported
GitHub Supported
ProTracker Advantage Not Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Bitbucket Not Supported
Charles Schwab Supported
Fidelity Supported
GitHub Not Supported
ProTracker Advantage Supported
SunVox Supported
TD Ameritrade Supported
Claim PRAXIS Technology Escrow and update features and information
Claim PRAXIS Technology Escrow and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information