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Description
PRAXIS serves as a specialized third-party escrow agent with a focus on various types of escrow services including software, source code, SaaS, AI, technology, trade secrets, and automated escrow solutions.
By introducing Automated Escrow and leading the way with Infinite Retention, PRAXIS has transformed the traditional escrow model to better fit the needs of contemporary, cloud-driven, and agile development practices. Their Automated Escrow platform seamlessly connects with source-code repositories and deployment processes, guaranteeing that escrow deposits remain consistently up-to-date, complete, and verifiable—all without the need for manual uploads or risking compliance issues.
Moreover, the Infinite Retention feature guarantees that escrowed materials are retained indefinitely, ensuring enduring continuity and protection for all stakeholders involved, including beneficiaries, licensees, lenders, and acquirers, thereby enhancing trust and security in the escrow process. With these innovative solutions, PRAXIS is shaping the future of escrow services by prioritizing reliability and ease of access.
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
Bitbucket
Yes
Charles Schwab
No
Fidelity
No
GitHub
Yes
ProTracker Advantage
No
SunVox
No
TD Ameritrade
No
Integrations
Bitbucket
No
Charles Schwab
Yes
Fidelity
Yes
GitHub
No
ProTracker Advantage
Yes
SunVox
Yes
TD Ameritrade
Yes
Pricing Details
Custom
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
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
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
PRAXIS Technology Escrow
Founded
2016
Country
United States
Website
praxisescrow.com
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
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