Fidelity
4.7 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 3 Ratings
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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 Fidelity?
Whether you need comprehensive wealth management or guidance on planning for retirement, our services are tailored to assist you throughout your financial journey. We provide a variety of advantages, such as no account fees, commission-free trading, and no minimum balance requirements for account openings, which enhance the potential of your investments. You will benefit from intuitive tools and the latest insights from our knowledgeable team. Grasping your current financial status is crucial, so make use of our assessment tool to evaluate your readiness for retirement and pinpoint areas that need attention. Our cost-effective robo-advisory services deliver expert investment management, accommodating both fully digital investments and hybrid arrangements that include access to advisors when needed. You will be paired with a dedicated advisor who will offer personalized advice aimed at optimizing and protecting your wealth. Furthermore, you can subscribe to our weekly newsletter for expert analysis on market trends, investment tactics, and personal finance strategies that can empower your financial choices. In addition, our team is committed to ensuring that you navigate the complexities of your financial future with confidence and clarity, providing you with the necessary support every step of the way.
Integrations Supported
ProTracker Advantage
Coin Metrics
Crypto Backoffice
Dividend.watch
Financial Tech Wiz Trading Journal
Fintech Sandbox
FirstClose
Netchex
Portfolio 360°
PortfolioPilot
API Availability
API Availability
Pricing Information
$895/user/year/1,000 RMDs
Pricing Information
Pricing not provided
Supported Platforms
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
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
Company Facts
Organization Name
ProTracker Software, Inc.
Date Founded
1997
Company Location
United States
Company Website
www.protrackerrmd.com
Company Facts
Organization Name
Fidelity Investments
Date Founded
1946
Company Location
United States
Company Website
www.fidelity.com
Categories and Features
Financial CRM
Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Categories and Features
ETF Brokers and Trading
Not specified
Online Brokers and Trading
Not specified
Options Trading
Not specified