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
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.
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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 optimize their NGO’s monitoring and evaluation activities
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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
$167 per month
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 InformationTahaki Pro
Founded: 2001
Lebanon
tahakipro.com
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Alternatives |
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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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Nonprofit Features
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
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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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