Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
About ProTracker RMD
Are You Tired of:
Reading about the new SECURE Act changes?
Calculating RMDs on spreadsheets?
Are you trying to track client RMD withdrawals to see if clients have taken them?
Monitoring custodians who calculate some RMDs but not inherited accounts?
Pondering which clients are Eligible Designated Beneficiaries (EDBs)?
Wondering how to manage the new 10-Year Rule accounts?
ProTracker RMD Allows You to Calculate:
Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries.
A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent.
A separate panel to track the expirations of 10-Year Rule accounts.
A global 10-Year Rule Account screen to monitor all client accounts for expiration.
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Pricing
Starting Price:
$895/user/year/1,000 RMDs
Integrations
Company Information
ProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
Videos and Screen Captures
Sample RMD Calculation for Spouse
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Product Details
Platforms Supported
Windows
Training
Documentation
Live Online
Support
Phone Support
Online
ProTracker RMD Frequently Asked Questions
Q: What kinds of users and organization types does ProTracker RMD work with?
ProTracker RMD works with these users and organization types: Mid Size Business, Small Business, Freelance, and Startup.
Q: What languages does ProTracker RMD support in their product?
ProTracker RMD supports these languages: English.
Q: What kind of support options does ProTracker RMD offer?
ProTracker RMD offers support via phone support and online.
Q: What other applications or services does ProTracker RMD integrate with?
ProTracker RMD integrates with: Charles Schwab, Fidelity, ProTracker Advantage, SunVox, and TD Ameritrade.
Q: What type of training does ProTracker RMD provide?
ProTracker RMD provides training in the form of documentation and live online.
Q: How much does ProTracker RMD cost?
Pricing for ProTracker RMD starts at $895/user/year/1,000 RMDs.
Q: What pricing for support is available for ProTracker RMD?
ProTracker RMD offers support included with purchase.
Q: What pricing for training is available for ProTracker RMD?
ProTracker RMD offers training included with purchase.
ProTracker RMD Product Features
Financial CRM
Account Alerts
Supported
Household Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Influence Tracking
Not Supported
Territory Management
Not Supported
