Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Charles Schwab
Yes
Fidelity
Yes
Inxmail
No
ProTracker Advantage
Yes
SAP Store
No
SunVox
Yes
TD Ameritrade
Yes
Integrations
Charles Schwab
No
Fidelity
No
Inxmail
Yes
ProTracker Advantage
No
SAP Store
Yes
SunVox
No
TD Ameritrade
No
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
No
Free Version
No
Pricing Details
Contact SMARTCRM for pricing details.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
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
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No