Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Fixed Asset Pro Reviews & Ratings
    174 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Synerion Reviews & Ratings
    98 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,861 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    395 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    133 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    9,644 Ratings
    Company Website
  • Visual Lease Reviews & Ratings
    414 Ratings
    Company Website

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 DonkeyWorks Survey Platform?

The DonkeyWorks Survey Platform is designed specifically for conducting various field-based interview surveys on mobile devices such as smartphones and tablets. Its online dashboard allows users to create surveys, track their progress, and analyze the gathered data efficiently. With offline synchronization features, tablets enable survey responses to be collected even in areas without Internet connectivity. Organizations that prioritize social development and corporate social responsibility (CSR) leverage this platform to implement, manage, and assess the effects of their initiatives on the individuals they serve. Additionally, the platform offers tailored counseling services to its beneficiaries, enhancing their support. Presently, DonkeyWorks operates in over 300 districts across 20-plus states in India and has expanded its services internationally. As a participant in the NASSCOM 10,000 Startups program, it is currently being incubated at the NASSCOM Warehouse in Noida, India, with further backing from Google. The platform is consistently being updated and refined to better cater to the evolving requirements of its users and to maximize its social impact. Its commitment to adaptability ensures that it remains relevant in a rapidly changing landscape.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Charles Schwab
Fidelity
Google Cloud Platform
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

Amazon Web Services (AWS)
Charles Schwab
Fidelity
Google Cloud Platform
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

DonkeyWorks

Date Founded

2016

Company Location

India

Company Website

www.donkeyworks.in/

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

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Popular Alternatives

Popular Alternatives

InfoWiz Reviews & Ratings

InfoWiz

Infonautics
SurveyGold Reviews & Ratings

SurveyGold

Golden Hills Software
Fringe Facts Reviews & Ratings

Fringe Facts

Benefit Software