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Average Ratings 0 Ratings
Description
The DonkeyWorks Survey Platform is tailored for executing all types of field-based interview surveys on mobile devices like tablets and smartphones. Its web interface facilitates the creation of questionnaires, the monitoring of survey progress, and the analysis of collected data. Equipped with offline sync capabilities, the tablets allow survey forms to be completed in areas lacking Internet access. Organizations focused on social development and corporate social responsibility (CSR) utilize this platform to implement, oversee, and evaluate the impact of their programs on beneficiaries. Furthermore, the platform also provides personalized counseling services to those beneficiaries. Currently, DonkeyWorks is operational in over 300 districts across more than 20 states in India and has extended its reach internationally. As part of the NASSCOM 10,000 Startups initiative, it is currently incubated at the NASSCOM Warehouse in Noida, India, and receives additional support from Google. The platform continues to evolve and improve to better serve the needs of its users.
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
Integrations
Amazon Web Services (AWS)
Yes
Charles Schwab
No
Fidelity
No
Google Cloud Platform
Yes
ProTracker Advantage
No
SunVox
No
TD Ameritrade
No
Integrations
Amazon Web Services (AWS)
No
Charles Schwab
Yes
Fidelity
Yes
Google Cloud Platform
No
ProTracker Advantage
Yes
SunVox
Yes
TD Ameritrade
Yes
Pricing Details
No price information available.
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
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DonkeyWorks
Founded
2016
Country
India
Website
www.donkeyworks.in/
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Survey
Custom Survey URLs
No
Data Analysis Tools
No
Email Marketing
Yes
Mobile Survey
No
Offline Response Collection
No
Paper Survey
No
Question Branching
No
Question Library
No
Site Intercept Survey
No
Skip Logic
No
Supports Audio / Images / Video
No
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