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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 Mythos?

Collect a rich variety of thank-you letters from beneficiaries alongside compelling narratives that resonate deeply, while also ensuring they are engaging and memorable. Implement an automatic system to categorize these stories with relevant information, making it easier to connect them with donors according to their specific interests or funding areas. Create a centralized and user-friendly database that allows for quick searching and sharing among team members. Enhance the workflow by integrating custom-built tools for content editing and streamlining the entire process, whether the need arises for a single report or the generation of numerous documents at once. Establish a secure digital platform to distribute donor-specific beneficiary narratives and reports effectively. Moving away from incompatible tools that complicate reporting can alleviate the frustration often experienced by organizations navigating a complex and time-consuming process. Additionally, maintain oversight of storytelling initiatives to monitor who has begun sharing their experiences, who is yet to contribute, and who has finalized their submissions, ensuring timely follow-ups and maximizing story collection ahead of deadlines. By refining these methods, you can significantly improve communication with donors and deepen their engagement. Ultimately, this holistic approach fosters a stronger connection between beneficiaries and donors, creating a more impactful narrative-sharing experience.

Media

Media

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

$895/user/year/1,000 RMDs

Pricing Information

$197 per month
Billed annually

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

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

Mythos

Date Founded

1979

Company Location

United States

Company Website

www.mythosplatform.com

Categories and Features

Financial CRM

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

Categories and Features

Fundraising

Not specified

Higher Education

Not specified

Nonprofit

Not specified

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