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Description
Gather a diverse array of beneficiary thank-you notes and impactful narratives while ensuring they are as captivating as possible. Automatically categorize these stories with pertinent details to facilitate alignment with donors based on their specific funds or interests. Centralize these narratives in an easily searchable database to allow effortless access and sharing among team members. Streamline the entire process through custom-built workflows and content editing tools that are integrated for efficiency. Publish materials as needed, whether that means generating a single report or producing hundreds at once. Provide a secure digital platform for sharing donor-specific beneficiary stories and reports. Transitioning from disconnected tools that lack compatibility to managing a complex and time-intensive reporting process can be incredibly frustrating for organizations. Additionally, track the progress of storytelling efforts to identify who has started sharing their experiences, who still needs to contribute, and who has completed their submissions, allowing for timely follow-ups and maximizing the number of stories collected before your deadline. By optimizing these processes, you can enhance both donor communication and engagement significantly.
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
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
$197 per month
Billed annually
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
Mythos
Founded
1979
Country
United States
Website
www.mythosplatform.com
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Fundraising
Alumni Management
No
Auction Management
No
CRM
No
Campaign Management
No
Contribution Tracking
No
Donor Management
No
Event Management
No
Gift Matching Management
No
Grant Management
No
Membership Management
No
Mobile Giving
No
Payment Processing
No
Pledge Management
No
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
No
Higher Education
Admissions Management
No
Alumni Management
No
Assessment Management
No
Curriculum Management
No
Faculty / Staff Management
No
Financial Aid Management
No
Fundraising Management
No
Housing Management
No
Scheduling
No
Student Information / Records
No
Student Portal
No
Nonprofit
Accounting
No
Committee Management
No
Donor Management
No
Dues Management
No
Event Management
No
Fundraising Management
No
Member Database
No
Membership Management
No
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