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.
Pricing
Price Starts At:
$895/user/year/1,000 RMDs
Integrations
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Screenshots and Video
Sample RMD Calculation for Spouse
Company Facts
Company Name:
ProTracker Software, Inc.
Date Founded:
1997
Company Location:
United States
Company Website:
www.protrackerrmd.com
Product Details
Deployment
Windows
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Freelance
Startup
Supported Languages
English
ProTracker RMD Categories and Features
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
