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What is Tahaki Pro?

Join the leading platform for monitoring and evaluating NGOs, managing operations, and collecting data effectively. Streamline and consolidate your beneficiary databases to prevent information overload, while also overseeing data related to various programs and services, ensuring they are effectively connected to the beneficiaries. This integration helps to avoid program fragmentation. Utilizing mobile applications for data collection enhances the efficiency of operations in the field. With access to tailored dashboards, you can perform data analysis, uncover trends and patterns, and make informed decisions. Reporting can be automated, allowing for real-time sharing with a variety of stakeholders. Tahaki Pro empowers you to oversee both beneficiary and household databases with user-friendly and dynamic tools. You can easily design sophisticated database structures for beneficiaries, and create unique identifiers for each beneficiary, further enhancing your data management capabilities. This comprehensive approach not only improves operational efficiency but also supports better service delivery to those in need.

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

$167 per month
Free Version

Pricing Information

$895/user/year/1,000 RMDs

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Tahaki Pro

Date Founded

2001

Company Location

Lebanon

Company Website

tahakipro.com

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Categories and Features

Nonprofit

Committee Management
Event Management
Member Database
Membership Management
Volunteer Management

Categories and Features

Financial CRM

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

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