Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
About ProTracker RMD
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.
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Pricing
Starting Price:
$895/user/year/1,000 RMDs
Integrations
Company Information
ProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
Videos and Screen Captures
Sample RMD Calculation for Spouse
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Product Details
Platforms Supported
Windows
Training
Documentation
Live Online
Support
Phone Support
Online
ProTracker RMD Frequently Asked Questions
ProTracker RMD Product Features
Financial CRM
Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Asset Management
Expense Tracking
Influence Tracking
Territory Management
