Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The calculators available on this site are the culmination of over 35 years of user feedback, where many individuals have generously shared their insights and suggestions; we extend our gratitude to those contributors! New users will find themselves enjoying calculators that offer comprehensive features and results that are accurate to the date. Unlike other platforms that offer mere "estimates," our tools provide precise calculations. Additionally, we have included an option for 366 days per year, which is particularly relevant for interest calculations when the compounding frequency is set to a daily basis, whether it’s exact/simple or continuous, and for periods where the initial length may vary. This option for leap years ensures that calculations are accurate, while in non-leap years, the standard 365 days is utilized. Furthermore, this calculator enables users to create a customized payment schedule without automatically adjusting the payment amount when the mortgage figure changes, allowing for greater flexibility in financial planning. As a result, users can tailor their payment options to fit their unique circumstances.
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
$12.95 one-time payment
Free Trial
No
Free Version
No
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
No
Free Version
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
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Pine Grove Software
Website
www.pine-grove.com
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Mortgage and Loans
Amortization Schedule
Yes
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
Yes
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
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