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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 Isabel 6?

Experience effortless B2B transactions with Isabel 6, an advanced platform that enables you to manage all your accounts across more than 25 banks using a single set of login credentials. Supporting 26 Belgian banks, Isabel 6 not only allows for the downloading of CODA files but also facilitates group payments, all through a user-friendly multibanking interface. Moreover, it can be easily integrated with your current accounting software and ERP systems, streamlining your operations. By automating repetitive tasks, you will boost efficiency and optimize the use of payment and CODA files. The platform enhances collaboration with your finance team, making it simple to share beneficiaries and enter payments, which allows for prompt approvals from the CFO or manager as needed. Additionally, Isabel 6 complies with all financial regulations and legal requirements, guaranteeing that every transaction remains secure and fully traceable. You can complete complex transactions quickly while significantly reducing the potential for human error. Ultimately, this platform provides you with a holistic view of your organization’s financial position, enabling you to make better-informed decisions. The combination of efficiency and security that Isabel 6 delivers can fundamentally revamp your business's payment processes, leading to improved financial management overall. By adopting this innovative solution, you set the stage for greater financial clarity and operational success.

Media

Media

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

AFAS Software
Adfinity
EMAsphere

API Availability

API Availability

Pricing Information

$895/user/year/1,000 RMDs

Pricing Information

$37.24 per month

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Company Facts

Organization Name

Isabel Group

Company Location

Belgium

Company Website

isabel.multibanking.eu/en/

Categories and Features

Financial CRM

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

Categories and Features

B2B Payment

Not specified

Banking

Corporate Banking
Online Banking

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