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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Rede Parcerias serves as a comprehensive management and communication platform tailored for advantage, benefits, and loyalty clubs. Its main goal is to facilitate clear communication regarding the advantages, discounts, and agreements that businesses provide to their clients, employees, associates, or union members. By offering a fully customized platform that reflects your visual identity, target audience, and specific objectives, Rede Parcerias ensures that businesses can effectively engage their users. Furthermore, it crafts impactful and relevant communication for beneficiaries across all online platforms. We deliver all-encompassing support for both the organization and its constituents, continuously working to introduce new and appealing partnerships each month that resonate with your audience. The platform is intricately personalized to feature your brand, incorporating your logo, color scheme, and overall visual identity. This level of customization ensures that each club is distinct, allowing clients to perceive the platform as an integral part of their brand, devoid of any reference to Rede Parcerias, which enhances the overall user experience and connection to the brand. Ultimately, this unique approach fosters stronger loyalty and engagement among users.

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

$895/user/year/1,000 RMDs
Free Trial
Free Version

Pricing Details

No price information available.
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

ProTracker Software, Inc.

Founded

1997

Country

United States

Website

www.protrackerrmd.com

Vendor Details

Company Name

Rede Parcerias

Country

United States

Website

www.redeparcerias.com

Product Features

Financial CRM

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

Product Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Loyalty Management

CRM
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management
White Label

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