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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 CareJourney?

CareJourney is a sophisticated healthcare analytics platform that operates in the cloud, delivering in-depth and clinically pertinent insights sourced from one of the most extensive longitudinal claims datasets available in the United States, which includes data from hundreds of millions of beneficiaries across Medicare, Medicaid, Medicare Advantage, and commercial sectors, as well as profiling over 2 million healthcare providers. This platform empowers organizations to assess markets and patient demographics to uncover opportunities for enhanced cost efficiency and better health outcomes, assist in the development and optimization of high-performing networks, make informed decisions regarding contracts, pinpoint referral patterns and service leaks, and benchmark provider performance against their counterparts. Additionally, it supports the management of at-risk populations through the application of segmentation models, enabling organizations to derive crucial insights into the prevalence of chronic illnesses, patterns of healthcare utilization, and the underlying factors influencing costs. By offering such comprehensive data analysis, CareJourney ultimately aids organizations in more effectively achieving their healthcare objectives, thereby fostering a more informed and strategic approach to healthcare delivery. Furthermore, the insights gained from this platform can lead to innovative solutions and improved strategies for addressing the evolving challenges within the healthcare landscape.

Media

Media

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

API Availability

Has API

API Availability

Has API

Pricing Information

$895/user/year/1,000 RMDs
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
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

Arcadia

Date Founded

2014

Company Location

United States

Company Website

carejourney.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

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