ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
+
+

Related Products

  • Fixed Asset Pro
    215 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Sage Intacct
    8,554 Ratings
    Visit Website
  • Shape Software
    134 Ratings
    Visit Website
  • Pipedrive
    10,520 Ratings
    Visit Website
  • JOpt.TourOptimizer
    10 Ratings
    Visit Website
  • Visual Lease
    446 Ratings
    Visit Website
  • Procare
    3,575 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

Subscribe to the most powerful platform for NGO’s Monitoring and Evaluation, Operations Management and Data Collection. Manage and centralize beneficiary databases to avoid data clutter. Manage programs & services data, and link it to beneficiaries thus getting rid of program fragmentation. Enhance field operational efficiency, by empowering the field force with data collection mobile apps. Improve decision-making and planning by accessing customized dashboards that allows data analysis and detecting patterns and trends. Improve monitoring and evaluation activities by automating the reporting and sharing it with different stakeholders real-time. Tahaki pro gives you the ability to manage your beneficiaries and households databases using easy-to-use and dynamic tools and structure that can be customized based on the needs of your organization. Designing advanced beneficiaries database structure using simple tools. Create unique identifier for beneficiaries.

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 a solution to optimize their NGO’s monitoring and evaluation activities

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

$167 per month
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

Tahaki Pro
Founded: 2001
Lebanon
tahakipro.com

Alternatives

Alternatives

ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
NatNGO

NatNGO

Natsun Technology Services
Fringe Facts

Fringe Facts

Benefit 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

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer 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 Tahaki Pro and update features and information
Claim Tahaki Pro and update features and information