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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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