Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We provide nonprofits with essential tools that enhance their engagement with the community, increase funding, and amplify their overall impact. By integrating cutting-edge technology into a customized solution, we address the dynamic requirements of contemporary nonprofit organizations. Instil comprehensively manages relationships with donors, members, volunteers, advocates, and beneficiaries, thereby strengthening the bonds between nonprofits and their communities for optimal effectiveness. While many systems focus merely on transaction tracking, Instil goes further by encouraging meaningful interactions with stakeholders. Through real-time analytics and user-friendly data visualization, our platform allows organizations to identify new opportunities for deeper engagement and cultivate stronger community ties. With a dedicated team boasting decades of expertise in both the nonprofit and tech industries, we are committed to driving meaningful change. Our mission is to empower every nonprofit to not only survive but thrive in their crucial work.
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
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
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
Instil
Founded
2020
Country
United States
Website
www.instil.io
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Customer Reference Management
Nomination Tracking
No
Program Notices
No
Reference Usage Tracking
No
Reward Distribution
No
Search
No
Nonprofit
Accounting
No
Committee Management
No
Donor Management
Yes
Dues Management
No
Event Management
No
Fundraising Management
Yes
Member Database
No
Membership Management
Yes
Social Media Management
No
Volunteer Management
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