ProTracker RMD 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.
ProTracker RMD Alternatives
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Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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- Book and Tax depreciation. 68 methods. 6 different books. Half-year/mid-month/mid-quarter. Bonus, Section 179, and more.
- Track assets and depreciation through the entire fixed asset life cycle—from CIP to disposal.
- Maintain your asset inventory.
- Complete reporting for accounting, tax and management.
- Continually updated for tax and accounting rule changes.
Streamline workflow. Maintain asset records over the entire asset life cycle. Maximize tax deductions. Produce up-to-date reports. Eliminate spreadsheet hassles.
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ProTracker Advantage
ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals.
ProTracker Advantage Desktop: Why?
Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident
Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.
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Fringe Facts
Provides the capability, user-friendliness, and adaptability to enhance the processes related to employee benefits enrollment and communication. Fringe Facts Online is an effective and economical collection of web-based tools tailored to your specific requirements, utilizing your established benefit rules, codes, and administrative methods. It enables comprehensive employee benefits enrollment and self-service options for open enrollment periods, new hires, qualifying events, and changes in status. Employees can conveniently enroll in their benefits, alter or add dependents and beneficiaries, view and print confirmation statements, update their personal details, seek answers to common inquiries, and more, all from their homes, workplaces, or any location with internet access—available 24/7. The suite also features calculators for Flexible Spending Accounts, 401(k) and 403(b) plans, online surveys, HR and benefit forms, Summary Plan Descriptions, billing confirmations, and additional resources. This ensures that employees have everything they need for managing their benefits efficiently and can navigate the system with ease.
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Pricing
Pricing Starts At:
$895/user/year/1,000 RMDs
Integrations
Company Details
Company:
ProTracker Software, Inc.
Year Founded:
1997
Headquarters:
United States
Website:
www.protrackerrmd.com
Media
Sample RMD Calculation for Spouse
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Product Details
Platforms
Windows
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support
ProTracker RMD Features and Options
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
ProTracker RMD Lists
ProTracker RMD User Reviews
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