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Description
Allocora is a sophisticated revenue allocation platform designed for financial teams to efficiently manage commissions, royalties, revenue-sharing distributions, seller payments, and partner settlements. The software seamlessly integrates with Stripe revenue and can handle CSV, XLS, or XLSX file imports, allowing users to map products to payees accurately. It applies versioned allocation rules, executes deterministic calculations, and generates essential documents such as statements, reconciliation evidence, close packages, and export files for payouts. By using Allocora, finance and operations teams can transition from traditional spreadsheet-based payout processes to streamlined calculation workflows, benefitting from a governed system that provides audit trails, detailed explanations at the line level, and reusable rules. Additionally, Allocora ensures that expected payout outcomes are calculated and managed before any funds are transferred, although it does not engage in moving money, storing banking details, conducting KYC/AML checks, or handling tax filings. This empowers organizations with greater control and clarity over their financial distributions, ultimately enhancing their operational efficiency.
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
Screenshots View All
No images available
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Pricing Details
$79/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
Allocora
Founded
2026
Country
Spain
Website
www.allocora.com
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management