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ease
features
design
support

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Description

Impact simplifies the process of measuring, assessing, and visualizing your organization's social value, social impact, and sustainability, eliminating the cumbersome tasks of spreadsheets and manual data manipulation while aiding in understanding measurement frameworks. With Impact's innovative data capture features, making the logging of social value data a standard practice across your organization becomes effortless. This platform allows you to effectively manage and analyze all purpose-driven activities and initiatives conducted within your organization. You can identify trends, address challenges, and acknowledge achievements with ease. Gain a clear and concise overview of your advancement toward social and environmental objectives, or delve into specific areas with a single click. By grasping the real-time effects of your actions on beneficiaries, you can make informed decisions promptly. Additionally, generating reports and obtaining visual metrics that demonstrate progress is streamlined and can be accomplished in just a few clicks. Overall, Impact empowers organizations to enhance their social responsibility efforts efficiently and effectively.

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

$1162.30 per month
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

Impact Reporting

Founded

2014

Country

United Kingdom

Website

impactreporting.co.uk

Vendor Details

Company Name

ProTracker Software, Inc.

Founded

1997

Country

United States

Website

www.protrackerrmd.com

Product Features

Environmental

Air Management
Auditing
Compliance Management
Document Management
Emissions Inventory
Hazardous Materials Control
Sustainability Management
Training Management
Waste Management
Water Management

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Sustainability

Audit Management
Benchmarking
Compliance Management
Corrective Actions (CAPA)
Emissions Management
Employee Training
Energy Management
Incident Management
KPIs
Performance Metrics
Stakeholder Engagement
Supplier Management
Waste 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

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