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ease
features
design
support

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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

For three decades, SMARTCRM has specialized in Customer Relationship Management, bringing together a wealth of over 500 man-years of expertise within our dedicated team. This extensive experience has culminated in the development of a CRM tool designed specifically by professionals for professionals. Are you in search of a CRM solution that isn't a one-size-fits-all option? Do you prefer a system tailored to your unique needs, while also prioritizing exceptional customer support? Would you appreciate direct assistance from the software's creator? Consider a modular CRM solution crafted by a specialist with nearly 30 years of experience in the D-A-CH region, a recognized veteran in the German CRM landscape. Not only do we provide advanced software, but we also offer a comprehensive range of services to enhance your experience and ensure your satisfaction. Our commitment to understanding and meeting your specific requirements sets us apart in the industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Charles Schwab
Fidelity
Inxmail
ProTracker Advantage
SAP Store
SunVox
TD Ameritrade

Integrations

Charles Schwab
Fidelity
Inxmail
ProTracker Advantage
SAP Store
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

SMARTCRM

Founded

1992

Country

Germany

Website

smartcrm.de/

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Alternatives

Alternatives

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Fringe Facts

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