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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 Imagility?

Imagility represents a revolutionary cloud-driven immigration solution that is reshaping the landscape of the industry. It offers petitioners, attorneys, and beneficiaries a unique combination of automation, transparency, and collaboration that enhances their experience. Featuring advanced capabilities such as immigration tracking, case management, and client management all within a single platform, Imagility effectively reduces manual workloads and enhances visa success rates for all stakeholders. This cutting-edge methodology addresses the growing challenges of application denials and requests for evidence (RFEs) that have increasingly plagued the immigration process. By simplifying the intricate aspects of immigration, Imagility not only streamlines operations but also encourages a more productive and effective system for every participant involved. As a result, it paves the way for a more user-friendly experience in navigating complex immigration issues.

Media

Media

No images available

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
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

Imagility

Date Founded

2021

Company Location

United States

Company Website

imagility.co

Categories and Features

Financial CRM

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

Categories and Features

Immigration

Not specified

Legal Case Management

Not specified

Visa Management

Not specified

Popular Alternatives

Popular Alternatives

eimmigration by Cerenade Reviews & Ratings

eimmigration by Cerenade

Cerenade
5.0 out of 5 stars