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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 GovLabs?

Government Functions provide a diverse array of adaptable solutions aimed at helping governmental bodies embrace the digital era while bridging the divide between technology and public services. By implementing digital and automated processes, government services can become more accessible online, lower operational costs, simplify administrative tasks, and enhance response times. Furthermore, these innovations bolster accountability and improve responsiveness to citizen needs. Our offerings ensure continuous service within a secure framework, promoting smart, efficient, and effective governance. Among the various solutions we provide are systems for grant management, beneficiary integration, asset registration, project monitoring, e-file tracking, muster roll management, epidemic oversight, contractor database management, e-tendering, legal monitoring, human resource management information systems, and labor welfare scheme monitoring. Each of these systems is designed to meet the unique challenges faced by governments in today’s fast-paced digital landscape.

Media

Media

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

API Availability

API Availability

Pricing Information

$895/user/year/1,000 RMDs

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Company Facts

Organization Name

CSM Technologies

Date Founded

1998

Company Location

India

Company Website

www.csm.tech/product/govlabs/

Categories and Features

Financial CRM

Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Categories and Features

Government

Not specified

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