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What is Smart Eye AI-X?

The AI-X signifies the newest evolution in Smart Eye’s series of compact, high-performance eye trackers, specifically designed for eye tracking studies involving screens up to 24 inches in marketing, UX, and media applications. Leveraging our substantial background in the automotive industry, we recognize the essential demand for solutions that not only perform well but are also cost-effective. This understanding, paired with twenty years of expertise in eye tracking technology, has led to the development of the AI-X, which stands out as a top-tier eye tracker, perfectly suited for extensive research involving many participants. Its portable design allows researchers to shift their studies from conventional laboratory settings to any location, effectively turning any environment into a mobile research lab with just a connection to a laptop. In addition, the AI-X’s adaptable structure allows for smooth transitions between different projects, screens, and uses, ensuring that researchers can quickly respond to evolving research requirements. This flexibility is crucial for maximizing efficiency and effectiveness in data collection, empowering researchers to glean insights in various contexts without unnecessary hindrances. Ultimately, the AI-X enhances the overall research experience by providing tools that are both sophisticated and user-friendly, thereby aligning with the modern demands of the industry.

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

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$895/user/year/1,000 RMDs
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

Smart Eye

Date Founded

1999

Company Website

smarteye.se/ai-x/

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Categories and Features

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

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