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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 Intent IQ?

As a pioneer in the field of identity resolution, Intent IQ enables its collaborators to accurately identify clients and prospective customers who interact with their websites, apps, and physical venues, whether these engagements take place online or in-person. Their solutions prioritize privacy and are powered by the unique Identity Device Graph, which provides both reliable accuracy and scalable probabilistic insights in real-time across various settings, including those that do not utilize cookies or mobile advertising identifiers (MAIDs), as well as connected TV (CTV) environments. The benefits of Intent IQ's technology are advantageous across multiple industries, including media, retail, and finance. By creating the leading technology in identity resolution, Intent IQ effectively addresses significant challenges arising from the reduction of IDFA and third-party cookies, keeping their partners ahead in identity verification practices. This cutting-edge methodology not only boosts customer engagement but also creates a more integrated experience across multiple platforms, ultimately driving better outcomes for businesses. Furthermore, Intent IQ's commitment to innovation positions them as a vital resource for organizations seeking to navigate the evolving landscape of digital identity.

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

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

Intent IQ

Date Founded

2009

Company Location

United States

Company Website

www.intentiq.com

Categories and Features

Financial CRM

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

Categories and Features

Identity Resolution

Not specified

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