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
Swipez products help your business collect payments faster. Our products automate your business operations and are built to scale as per the needs of your business. Streamline business operations by automating your invoicing, payment collections, bulk pay outs, GST filing & customer data management. Manage all your company expenses in one dashboard. Organize your all you company payments by managing your vendors, franchises and all other beneficiaries. Stay on top of expenses at all times! Simple and easy-to-use inventory management software to manage stocks of all your products. Stay on top of available stock quantity and new stock automatically thanks to our billing software that is completely integrated with inventory management. Organize payments from your bank account. Get a clear view of all payments made to your business contacts. Split payments between multiple parties. Single, bulk (excel) or APIs-based payouts are supported.
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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
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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
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Audience
Companies searching for a solution to automate key areas of their business
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$895/user/year/1,000 RMDs
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$85.71 per year
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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Company InformationSwipez
India
www.swipez.in/
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Categories |
Categories |
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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
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Billing and Invoicing Features
Billing Portal
Supported
Contact Database
Supported
Contingency Billing
Not Supported
Customer Portal
Not Supported
Customizable Invoices
Not Supported
Dunning Management
Supported
Hourly Billing
Not Supported
Invoice History
Not Supported
Mobile Payments
Not Supported
Multi-Currency
Not Supported
Online Invoicing
Not Supported
Online Payments
Supported
Payment Processing
Supported
Project Billing
Not Supported
Recurring/Subscription Billing
Supported
Service Ticket Billing
Not Supported
Tax Calculator
Supported
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Integrations
Charles Schwab
Supported
Fidelity
Supported
ProTracker Advantage
Supported
SunVox
Supported
TD Ameritrade
Supported
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Integrations
Charles Schwab
Not Supported
Fidelity
Not Supported
ProTracker Advantage
Not Supported
SunVox
Not Supported
TD Ameritrade
Not Supported
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