ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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.

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

Companies searching to connect their customers to online, in-store and peer-to-peer payments

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support Not 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

No information available.
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

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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 Not 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

Payconiq
Founded: 2014
Luxembourg
www.payconiq.com

Company Information

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

Alternatives

Samsung Pay

Samsung Pay

Samsung

Alternatives

Fringe Facts

Fringe Facts

Benefit Software

Categories

Mobile Payment 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

Buckaroo Supported
Charles Schwab Not Supported
Fidelity Not Supported
Pay. Supported
Primer Supported
ProFashionAll Supported
ProPOSS Supported
ProTracker Advantage Not Supported
Stardekk Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Buckaroo Not Supported
Charles Schwab Supported
Fidelity Supported
Pay. Not Supported
Primer Not Supported
ProFashionAll Not Supported
ProPOSS Not Supported
ProTracker Advantage Supported
Stardekk Not Supported
SunVox Supported
TD Ameritrade Supported
Claim Payconiq and update features and information
Claim Payconiq and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information