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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 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

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

Amazon Web Services (AWS)
Google Cloud Platform

API Availability

API Availability

Pricing Information

$895/user/year/1,000 RMDs

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS
Android

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online 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
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Categories and Features

Survey

Email Marketing

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