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Ratings and Reviews 0 Ratings
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CreatioCreatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.
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 Confirm by Kinexys Liink?
Confirm acts as a reliable solution for verifying bank accounts within J.P. Morgan’s Kinexys Liink network. This innovative tool aids financial institutions by ensuring that the beneficiary's name corresponds accurately with the provided account information before payments are processed, thereby improving the efficiency of payment setup and account verification processes. Participants in the network can swiftly input account details and receive verification responses, which enhances operational efficiency. Designed specifically for banks, various financial institutions, and payment service providers, Confirm is a critical resource for ensuring the accuracy of beneficiary information during payment processing. Its verification capabilities are seamlessly integrated with existing payment systems and external data sources, including verification agencies, and are not intended for consumer banking use. By adopting Confirm, organizations can significantly reduce payment errors due to incorrect beneficiary information, leading to more dependable transaction processing. This functionality not only improves operational efficiency but also cultivates increased trust in the financial transaction landscape, ultimately benefiting all parties involved. Furthermore, as the financial environment evolves, tools like Confirm will continue to play a pivotal role in maintaining the integrity of payment systems.
Integrations Supported
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
API Availability
API Availability
Has API
Pricing Information
$895/user/year/1,000 RMDs
Pricing Information
Pricing not provided
Supported Platforms
Windows
Supported Platforms
Not specified
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Not specified
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Company Facts
Organization Name
ProTracker Software, Inc.
Date Founded
1997
Company Location
United States
Company Website
www.protrackerrmd.com
Company Facts
Organization Name
JPMorgan Chase
Date Founded
1799
Company Location
United States
Company Website
www.jpmorgan.com/kinexys/confirm
Categories and Features
Financial CRM
Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Categories and Features
Bank Verification
Not specified
Popular Alternatives
Popular Alternatives
No Alternatives