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What is Rede Parcerias?

Rede Parcerias functions as a versatile management and communication platform specifically designed for advantage, benefits, and loyalty clubs. The primary objective is to streamline communication regarding the perks, discounts, and agreements that businesses extend to clients, employees, associates, or union members. By providing a fully tailored platform that embodies your visual identity, target demographics, and specific goals, Rede Parcerias empowers businesses to effectively connect with their users. Additionally, it generates meaningful and pertinent communications for beneficiaries across all digital channels. We offer comprehensive support for both the organization and its members, consistently striving to introduce fresh and engaging partnerships each month that align with your audience's interests. The platform is intricately customized to showcase your brand, seamlessly integrating your logo, color palette, and overall visual identity. This degree of personalization ensures that each club stands out, allowing clients to view the platform as an essential part of their brand, free from any association with Rede Parcerias, thereby enhancing the user experience and deepening their connection to the brand. Ultimately, this distinctive approach cultivates a robust sense of loyalty and engagement among users, driving long-term relationships and satisfaction. As a result, businesses can expect not only increased participation but also a stronger brand reputation in a competitive marketplace.

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.

Media

Media

Integrations Supported

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$895/user/year/1,000 RMDs

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Rede Parcerias

Company Location

United States

Company Website

www.redeparcerias.com

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Categories and Features

Loyalty Management

Not specified

Categories and Features

Financial CRM

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

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