ProTracker RMDProTracker Software, Inc.
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Related Products
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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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About
Rede Parcerias is a management and communication platform for advantage, benefits, and loyalty clubs. It is built with the objective of effectively communicating the benefits, discounts, and covenants that businesses offer to their clients, employees, associates, or union members. Rede Parcerias creates a fully customized platform, aligned with your visual identity, target audience, and goals. It also develops effective and useful communication for the beneficiary, and in any online platform. We provide 360º support to both the company and the beneficiary and, every month, we seek to bring new partnerships that are interesting to your audience. The platform is personalized with your brand, your logo, your colors and your Visual Identity. With this customization, each club becomes unique and the client will see the platform as part of their brand, without reference to Rede Parcerias.
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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
Firms that need to calculate Required Minimum Distributions (RMDs)
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Audience
Organizations of all sizes and industries searching for a solution to improve their communication
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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
$895/user/year/1,000 RMDs
Free Version
Free Trial
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Pricing
No information available.
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 InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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Company InformationRede Parcerias
United States
www.redeparcerias.com
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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
SunVox
TD Ameritrade
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Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
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