Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Keep a close eye on your sales performance to ensure you're progressing towards your goals. Customized features are designed specifically for your organization. With Apex 72’s engaging client interface, you can securely gather personal information from clients, leading to a distinctive and personalized experience. Managers can stay updated with APEX 72’s integrated dashboard and reporting tools. Enhance the client discovery process with our interactive, real-time fact-gathering application. Provide valuable support to sales team leaders through comprehensive activity, marketing, calendar, and process management insights. Achieve virtual transparency for your entire team, fostering collaboration and clarity. Remember, relying on efficient technology is crucial to concentrate on what truly matters in your business. Utilizing technology to boost sales productivity is vital for growth and remains a significant challenge for many organizations today. In the fast-paced world of business, staying ahead requires embracing such innovative solutions.
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
ProTracker Advantage
SunVox
TD Ameritrade
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Pricing Details
No price information available.
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
Apex 72
Founded
2020
Country
United States
Website
apex72.io
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Sales Coaching
Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task 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