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What is ProTracker RMD?

Are you currently: Keeping up with the evolving regulations of the SECURE Act? Manually computing RMDs using spreadsheets? Monitoring client withdrawals for RMDs to ensure compliance? Irritated with custodians who handle some RMD calculations but neglect inherited accounts? Struggling to identify clients who qualify as eligible designated beneficiaries (EDBs)? Attempting to navigate the complexities of managing accounts under the 10-Year Rule? ProTracker RMD offers: Solutions for Successor Beneficiaries that ease the transition under the new 10-Year Rule, allowing for the continued payout period for future beneficiaries. Specialized screens for Eligible Designated Beneficiaries (EDBs) that help in tracking exceptions to the 10-Year Rule, including spouses, individuals who are chronically ill or disabled, minor children, and family members who are not more than ten years younger. A distinct panel dedicated to monitoring the expiration timelines of accounts governed by the 10-Year Rule. A comprehensive Global 10-Year Rule Account Screen designed to oversee all client accounts for potential expirations, ensuring thorough management. This functionality helps advisors maintain compliance and avoid pitfalls associated with the new regulations.

What is 365Ticketing?

The 365Ticketing software streamlines the incident resolution process in accordance with service level agreements (SLAs) established with partners. When an incident ticket is created, it is immediately routed to the appropriate staff member, who is then notified via email. The system's monitoring features keep track of how long interventions take, which is subsequently confirmed by the end-user, forming the basis for client invoicing. With various reporting options available, this ticketing system facilitates a thorough examination of the root causes of incidents, aiding in their reduction over time. By utilizing the analytical insights gained from these reports and the historical data stored within the SaaS ticketing system, businesses can enhance employee response times and overall operational productivity. Furthermore, the 365Ticketing application significantly contributes to increased efficiency by ensuring that tickets are addressed and resolved quickly, adhering to the predetermined SLAs, which in turn fosters greater customer satisfaction and streamlined operations. This comprehensive approach not only addresses immediate issues but also promotes a proactive culture of continuous improvement within the organization.

Media

Media

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

API Availability

API Availability

Pricing Information

$895/user/year/1,000 RMDs

Pricing Information

$17.00/month/user

Supported Platforms

Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Company Facts

Organization Name

Soft Pepper

Company Location

Romania

Company Website

www.softpepper.ro/ro/produse/365Ticketing-Sistem-ticketing-Tichete-suport-clienti--12

Categories and Features

Financial CRM

Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Categories and Features

Help Desk

Alerts / Escalation
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Known Issue Management
Multi-Channel Communication
Network Monitoring
Real-time Chat
Service Level Agreement (SLA) Management
Ticket Management

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