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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Gifted Grants, a flexible cloud grants management system that doesn't require any code, is securely accessible from any device. The intuitive UI is a powerful, end-to-end grant management platform that includes a built-in workflow engine that automates, measures, and reports. Rapid deployment, full customization, online forms, portals to help beneficiaries manage their applications.

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

Screenshots View All

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

Westwood Forster

Country

United Kingdom

Website

www.giftedsolutions.co.uk/gifted-grants/

Vendor Details

Company Name

ProTracker Software, Inc.

Founded

1997

Country

United States

Website

www.protrackerrmd.com

Product Features

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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Alternatives

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