ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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.

About

Lifetime: acquire, service, and engage with one platform. Lifetime solves some of the biggest problems faced by life and annuity carriers today. This accelerated underwriting eApp product drives direct-to-consumer, call center, and advisor sales. With LifetimeAcquire, configuring questions, flows, and UI elements is simple and non-technical so that you can continually drive sales across all your channels. LifetimeService provides comprehensive digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates. No more faxes or mailers. LifetimeEngage fosters a lifelong relationship between you and your policyholders, driving brand loyalty, increased persistency, health and wellness initiatives, purchasing decisions, financial education, and more.

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

Life and annuity insurance carriers searching for a powerful Insurance Policy solution

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:

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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
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

Sureify
Founded: 2012
United States
www.sureify.com

Alternatives

Alternatives

AUSIS

AUSIS

Artivatic.ai
ALIP

ALIP

Accenture
Fringe Facts

Fringe Facts

Benefit Software
InsureEdge

InsureEdge

Damco Solutions

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 Sureify Lifetime and update features and information
Claim Sureify Lifetime and update features and information