ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
+
+

Related Products

  • Fixed Asset Pro
    176 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Synerion
    102 Ratings
    Visit Website
  • Sage Intacct
    8,095 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Shape Software
    133 Ratings
    Visit Website
  • JOpt.TourOptimizer
    10 Ratings
    Visit Website
  • Pipedrive
    10,133 Ratings
    Visit Website
  • Visual Lease
    429 Ratings
    Visit Website

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.

About

Legal framework and working time arrangements make your rostering (shift planning/employee scheduling) complicated and confusing. The calculation of the roster is fully automated. This saves you a lot of time and manual work. Even long planning horizons are no problem at all. By clicking the calculation button, the roster is created in just a few minutes, even for a full year in advance. AI drives the best possible result. Whether you want to avoid overtime or optimize long weekends for your employees, Sheepblue supports you with individual and industry-specific optimization strategies. You can configure your strategies and rules for all organizational units or even a single employee, and everything between it. Sheepblue creates shift plans in accordance with the rules and laws, collective agreements and work agreements with individual working hours. In addition, Sheepblue takes into account the preferences of the employees and demonstrably distributes unpopular layers fairly.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Audience

Companies searching for an AI driven workforce planning solution to manage and keep track of employee scheduling

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$895/user/year/1,000 RMDs
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Sheepblue
Austria
www.sheepblue.com/en/

Alternatives

Alternatives

StaffRoster

StaffRoster

FirLab
Fringe Facts

Fringe Facts

Benefit Software
Express Schedule

Express Schedule

NCH Software

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information
Claim Sheepblue and update features and information
Claim Sheepblue and update features and information