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features
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support

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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

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

$197 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

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
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Higher Education

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer 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

Alternatives

Alternatives

Fringe Facts Reviews

Fringe Facts

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