Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Charles Schwab
Yes
Fidelity
Yes
ProTracker Advantage
Yes
SunVox
Yes
TD Ameritrade
Yes
Integrations
Charles Schwab
No
Fidelity
No
ProTracker Advantage
No
SunVox
No
TD Ameritrade
No
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
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
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
Product Features
Association Management
Chapter Management
No
Committee Management
No
Dues Management
No
Election Management
No
Email Marketing
No
Event Management
No
Financial Management
No
Fundraising Management
No
Jobs Board
No
Member Communities
No
Member Directory
No
Member Portal
No
Membership Management
No
Website Management
No
Loyalty Management
CRM
No
Customer Activity Tracking
No
Discount Management
No
Gift Card System
No
Loyalty Card System
No
Member Portal
No
Membership Management
No
No-Card Loyalty System
No
Referral Tracking
No
Rewards Management
No
White Label
No