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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline the payment experience for your marketplace with a secure, compliant, and adaptable solution designed specifically for product, service, and financial marketplaces across Europe. Regardless of whether your platform operates in a B2B, B2C, or C2C framework, managing payments has become remarkably straightforward. Transform and digitize the interactions between businesses, customers, and users alike. Provide an extensive array of payment options customized to meet the preferences of your clientele. Guarantee compliance, ensure proper merchant identification, and facilitate secure transactions seamlessly. Enhance the purchasing process for products and services among your users while efficiently managing your commissions and tracking cash flows in real-time. Additionally, simplify the connection between investors and project promoters by entrusting the regulatory aspects to us, allowing you to focus on optimizing equity investments for both start-ups and SMEs. Finally, create a secure link between donors and fundraisers by ensuring a fully compliant process for collecting and transferring funds to beneficiaries. This comprehensive approach not only enhances user experience but also fosters trust and efficiency within the marketplace ecosystem.

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

Atlar
Charles Schwab
Crowdsofts
Fidelity
Kreezalid
ProTracker Advantage
SCND
SunVox
TD Ameritrade
UpStream Pay

Integrations

Atlar
Charles Schwab
Crowdsofts
Fidelity
Kreezalid
ProTracker Advantage
SCND
SunVox
TD Ameritrade
UpStream Pay

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

Lemonway

Founded

2007

Country

France

Website

www.lemonway.com/en/

Vendor Details

Company Name

ProTracker Software, Inc.

Founded

1997

Country

United States

Website

www.protrackerrmd.com

Product Features

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Product Features

Financial CRM

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

Alternatives

Alternatives

Fringe Facts Reviews

Fringe Facts

Benefit Software
Till Reviews

Till

Till Payments