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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We offer clear pricing, rapid payment processing, top-notch security measures, effective hedging strategies, and dedicated support to elevate your business into the future of global foreign exchange payments. You can send money, manage your account, and monitor transfers around the clock from any device. Payments can reach your recipient's account in as little as two hours. Our primary commitment is to protect client funds at all times, ensuring 100% safety of all client assets through the use of 256-bit encryption on our online platform. The impressive statistics we provide will instill confidence in businesses of all sizes, affirming that they have selected the right provider for FX and payments. Our user-friendly, feature-rich dashboard offers a comprehensive view of your account status, recent transactions, and outstanding tasks. You can easily select your currency pair, specify the settlement date for your trade, and receive a quote, with a 20-second window to confirm your decision. Additionally, you can access a complete list of all your beneficiaries, complete with quick links for further tasks, streamlining your payment process efficiently. This seamless interface ensures that managing your finances is not only straightforward but also secure.

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

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

Integrations

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

Pricing Details

Free
Free Trial No 
Free Version Yes 

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) Yes 
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) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Excel Currencies

Founded

2004

Country

United Kingdom

Website

www.excelcurrencies.com/business/

Vendor Details

Company Name

ProTracker Software, Inc.

Founded

1997

Country

United States

Website

www.protrackerrmd.com

Product Features

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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