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Description
Manage your information, streamline your workflow, oversee your organization, enhance your decision-making, and disseminate your insights. By utilizing AidHound, you can boost your productivity by 20%. This software as a service (SaaS) solution is specifically crafted to enable organizations to efficiently gather, analyze, and visualize data related to their beneficiaries and operations in a secure manner. Consider your objectives and determine what data is essential to assess your trajectory. Create customized forms and profile sections to gather information about your participants and the activities undertaken by your team. AidHound aggregates all necessary data and transforms it into actionable insights, enabling you to meticulously evaluate your advancement and the influence your organization wields. Regularly assess your progress, formulate clear conclusions, and generate recommendations for implementation within your organization, allowing you to make well-informed choices, implement necessary adjustments, and then revisit the initial steps for continuous improvement. Ultimately, this cyclical process supports sustained growth and effectiveness.
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
API Access
Has API
Integrations
Charles Schwab
Fidelity
Microsoft Excel
ProTracker Advantage
SunVox
TD Ameritrade
Integrations
Charles Schwab
Fidelity
Microsoft Excel
ProTracker Advantage
SunVox
TD Ameritrade
Pricing Details
$19.99 per user per month
Free Trial
Free Version
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
I AM - CONSULTORIA
Founded
2015
Country
Portugal
Website
aidhound.com
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Association Management
Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
