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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

IFX Payments offers an all-encompassing global payments and foreign exchange solution centered around its ibanq service, which is specifically crafted to assist businesses in efficiently sending, receiving, holding, and managing funds across various currencies via a user-friendly interface, thereby minimizing the necessity for numerous overseas accounts and facilitating smoother international cash flow management. This platform accommodates multi-currency accounts, allowing users to conduct transactions in over 40 currencies from a single account while also processing high-volume mass payments in more than 60 currencies for suppliers, payroll, and partners, all without the need for local accounts, thus centralizing oversight and automating bulk transfers. Furthermore, its robust API connectivity enables businesses to seamlessly integrate essential functions such as cross-border payments, beneficiary management, real-time payment status notifications, reporting, and currency exchange into their existing systems, which enhances visibility and optimizes workflows. In addition, IFX complements its technological offerings with expert foreign exchange services, ensuring that clients receive both the tools and the guidance necessary to navigate complex global transactions successfully. This combination of technology and expertise positions IFX Payments as a valuable partner for businesses seeking to enhance their financial operations on a global scale.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Charles Schwab Yes 
Fidelity Yes 
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 No 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

IFX Payments

Founded

2005

Country

United Kingdom

Website

www.ifxpayments.com

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 

Alternatives

Alternatives

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