Audience
Financial institutions and banks searching for a solution to manage their internal and customer operations
About ProTracker Advantage
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.
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ProTracker RMD
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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1CRM
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Pricing
Starting Price:
$895/user/year/1,000 RMDs
Pricing Details:
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
ProTracker Software
Founded: 1997
United States
www.protracker.com
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Product Details
Platforms Supported
Windows
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
ProTracker Advantage Frequently Asked Questions
ProTracker Advantage Product Features
Financial CRM
Account Alerts
Asset Management
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Expense Tracking
Influence Tracking
Territory Management
Investment Management
Client Management
For Investment Advisors
For Investors & Traders
Accounting Management
Benchmarking
Bonds / Stocks
Commodities
Compliance Reporting
Data Import / Export
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management