ProTracker RMDProTracker Software, Inc.
|
||||||
Related Products
|
||||||
About
A powerful CRM to help you know all your showroom visits, bookings, vehicle sales, loans & payment schedules. Set sales targets for your company revenue-wise for a month, quarter, half-year, etc. Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor & manage the sales performance of your business and sales teams. View the status of each follow-up and prioritize leads to get more account openings faster. See the condition of each lead follow-up & prioritize accordingly to sell more, faster.
|
About
Are You Tired of:
Reading about the new SECURE Act changes?
Calculating RMDs on spreadsheets?
Are you trying to track client RMD withdrawals to see if clients have taken them?
Monitoring custodians who calculate some RMDs but not inherited accounts?
Pondering which clients are Eligible Designated Beneficiaries (EDBs)?
Wondering how to manage the new 10-Year Rule accounts?
ProTracker RMD Allows You to Calculate:
Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries.
A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent.
A separate panel to track the expirations of 10-Year Rule accounts.
A global 10-Year Rule Account screen to monitor all client accounts for expiration.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Companies interested in a specialty CRM solution built for their industry
|
Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
$895/user/year/1,000 RMDs
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationDquip
Founded: 2009
India
www.dquip.com
|
Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
CRM Features
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
|
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
|
|||||
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
|
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
|
|||||
|
|
|