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.
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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
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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
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
ProTracker RMD Lists
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