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features
design
support

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Description

The 365Ticketing software streamlines the process of resolving incidents in alignment with the established agreements with partners, known as Service Level Agreements (SLAs). Once an incident ticket is generated, it is promptly directed to the appropriate personnel, who receive notifications via email. The software tracks the intervention duration, which is then validated by the end-user, serving as the basis for invoicing the client. With a diverse range of reports available in the ticketing system, users can investigate the root causes of incidents, ultimately helping to decrease their frequency. Additionally, the application aids in enhancing both response times and employee productivity, leveraging the insights and historical data it provides. By facilitating quick responses and efficient ticket resolutions in accordance with SLAs, the 365Ticketing system plays a crucial role in boosting overall productivity. Furthermore, continuous analysis and improvements can foster a proactive approach to incident management, leading to sustained operational excellence.

Description

Are you: Studying the changes to the SECURE Act rules? Using spreadsheets to calculate RMDs manually? Tracking client RMD withdrawals to determine if clients have taken them? Frustrated by custodians who calculate some RMDs but not inherited accounts? Having difficulty resolving which clients are eligible designated beneficiaries (EDBs)? Trying to figure out how to manage the accounts under the 10-Year Rule? ProTracker RMD provides: Options for Successor Beneficiary to facilitate the new 10-year Rule and the continuation of the 10-year payout period for subsequent beneficiaries. Eligible Designated Beneficiaries (EDBs) have special screens to track the 10-Year-Rule Exceptions (spouses, chronically ill or handicapped persons, minor children, and family members not more than ten years younger). A separate panel is used to track the expiration of accounts under the 10-Year Rule. Global 10-Year Rule Account Screen to monitor all client accounts for expirations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Charles Schwab No 
Fidelity No 
ProTracker Advantage No 
SunVox No 
TD Ameritrade No 

Integrations

Charles Schwab Yes 
Fidelity Yes 
ProTracker Advantage Yes 
SunVox Yes 
TD Ameritrade Yes 

Pricing Details

$17.00/month/user
Free Trial No 
Free Version No 

Pricing Details

$895/user/year/1,000 RMDs
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Soft Pepper

Country

Romania

Website

www.softpepper.ro/ro/produse/365Ticketing-Sistem-ticketing-Tichete-suport-clienti--12

Vendor Details

Company Name

ProTracker Software, Inc.

Founded

1997

Country

United States

Website

www.protrackerrmd.com

Product Features

Help Desk

Alerts / Escalation Yes 
Automated Routing No 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base No 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products No 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Product Features

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

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