ProTracker RMDProTracker Software, Inc.
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Related Products
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About
We believe that in an era where digital rules, mobile payments should be the norm. Payconiq eliminates the need for old fashioned payment methods like cash, credit cards and those annoying card readers. We are here to innovate, simplify and deliver. We will not rest until our users can use their smartphone to pay for everything, everywhere at anytime. Payconiq leads the transformation of the payment industry in Europe. We support omnichannel payments: in store, online and between friends. Consumers benefit from quick & easy payments through their smartphone while merchants reduce checkout times. Payconiq adheres to the highest security standards. All data is encrypted and secured by your PIN or fingerprint. We only transfer necessary payment data such as your IBAN, the amount, and the identity of the beneficiary to your bank with the highest level of encryption. Payconiq is ISO 27001 certified.
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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
Companies searching to connect their customers to online, in-store and peer-to-peer payments
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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 InformationPayconiq
Founded: 2014
Luxembourg
www.payconiq.com
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Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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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
Buckaroo
Charles Schwab
Fidelity
Pay.
Primer
ProFashionAll
ProPOSS
ProTracker Advantage
Stardekk
SunVox
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Integrations
Buckaroo
Charles Schwab
Fidelity
Pay.
Primer
ProFashionAll
ProPOSS
ProTracker Advantage
Stardekk
SunVox
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