ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
+
+

Related Products

  • Fixed Asset Pro
    215 Ratings
    Visit Website
  • Act!
    555 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Procare
    3,576 Ratings
    Visit Website
  • KonstructIQ
    7 Ratings
    Visit Website
  • InfoFlo
    196 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 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

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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$895/user/year/1,000 RMDs
Free Version Not Supported
Free Trial Not Supported

Pricing

$167 per month
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

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

Financial CRM Supported

Categories

Nonprofit Supported

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

Nonprofit Features

Accounting Not Supported
Committee Management Supported
Donor Management Not Supported
Dues Management Not Supported
Event Management Supported
Fundraising Management Not Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Supported

Integrations

Charles Schwab Supported
Fidelity Supported
ProTracker Advantage Supported
SunVox Supported
TD Ameritrade Supported

Integrations

Charles Schwab Not Supported
Fidelity Not Supported
ProTracker Advantage Not Supported
SunVox Not Supported
TD Ameritrade Not Supported
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