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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 NatNGO?

Software designed for NGOs facilitates the efficient management of non-profit organizations by bringing together various departments like Projects, Beneficiaries, Donors, and Staff under one platform. Utilizing NatNGO can significantly improve your organization's capability to fulfill its goals. You can maintain a well-organized database of donors and their pertinent information, connecting them to specific projects by setting timelines and deadlines, or directly assigning donations to projects that lack funding. Comprehensive reports can be generated to reflect monthly or yearly income and expenses, while also providing detailed summaries of project listings, donor records, staff information, and beneficiary statistics. Furthermore, you can monitor various payment methods such as cash, cheque, debit, or credit, ensuring that all payments are made promptly and linked to the appropriate projects. The software also allows for the creation of main projects along with their corresponding sub-projects, outlining expenses and schedules for each. This structured approach not only streamlines processes but also fosters better communication within the organization, ultimately resulting in more effective program delivery and improved outcomes for those served. By implementing such a system, organizations can enhance their accountability and transparency, further strengthening their impact in the communities they serve.

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

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

Natsun Technology Services

Date Founded

2005

Company Location

India

Company Website

www.natsun.net

Categories and Features

Financial CRM

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

Categories and Features

Donation Management

Donor Database
Gift Management
Grant Management
Pledge Management
Recurring Donations

Nonprofit

Not specified

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