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
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
Companies searching for a solution to automate key areas of their business
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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
$85.71 per year
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 InformationSwipez
India
www.swipez.in/
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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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Billing and Invoicing Features
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
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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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