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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 Payconiq?

In the modern digital landscape, we believe that mobile payments should be the norm. Payconiq is transforming the payment sector by eliminating outdated practices like cash, credit cards, and bulky card readers. Our goal is to innovate and improve the payment experience for everyone involved. We strive to empower users to make payments effortlessly using their smartphones, no matter where they are. As a leader in the European payment scene, Payconiq facilitates smooth omnichannel transactions—whether shopping in-store, purchasing online, or sending money to friends. This not only offers consumers quick and convenient payment solutions but also aids merchants in reducing checkout wait times. We focus heavily on security, complying with the highest standards to ensure that all user data is encrypted and protected through methods like PIN or fingerprint authentication. Only vital payment details, such as your IBAN, transaction total, and recipient's information, are securely sent to your bank using advanced encryption techniques. Furthermore, our dedication to security is underscored by our ISO 27001 certification, which guarantees that your financial data is safe. Thus, Payconiq is not merely reshaping the way we transact; it is also reinforcing trust in digital payments throughout Europe while paving the way for future innovations.

Media

Media

Integrations Supported

Buckaroo
Charles Schwab
Fidelity
Pay.
Primer
ProFashionAll
ProPOSS
ProTracker Advantage
Stardekk
SunVox
TD Ameritrade

Integrations Supported

Buckaroo
Charles Schwab
Fidelity
Pay.
Primer
ProFashionAll
ProPOSS
ProTracker Advantage
Stardekk
SunVox
TD Ameritrade

API Availability

Has API

API Availability

Has API

Pricing Information

$895/user/year/1,000 RMDs
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Company Facts

Organization Name

Payconiq

Date Founded

2014

Company Location

Luxembourg

Company Website

www.payconiq.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Mobile Payment

ACH Support
Contactless / NFC
Credit Card Support
Cryptocurrency Support
Debit Card Support
In-App Payments
In-Store Payments
Micropayments
P2P Payments
eCommerce Payments

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