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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

If investing excites you, you've found the perfect destination. Our offerings range from seasoned professionals to cutting-edge educational resources and technology designed to enhance your investment acumen. Understanding value extends far beyond mere pricing. With TD Ameritrade, you can trade online without commissions while enjoying access to our full suite of platforms and products, all without deposit or trading minimums and free from hidden charges. Whether you're engaged in active trading or focused on long-term growth, our platforms are equipped with advanced tools and features to empower you in making well-informed investment choices. Regardless of the platform you select, you'll have the capability to research stocks, execute trades, and oversee your portfolio with insights supported by live CNBC streams, real-time quotes, and experts who possess extensive experience in the field. This comprehensive approach ensures that you have all the resources needed to succeed in your investment journey.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ProTracker Advantage Yes 
Asset Class No 
Chartlog No 
CircleBlack No 
Fidelity Yes 
Medved Trader No 
MoneyGuide No 
Passiv No 
ProTracker RMD No 
RNDpoint No 
RightCapital No 
Riskalyze No 
StockHero No 
TD Ameritrade Yes 
Taiki No 
TradesViz No 
TradingDiary Pro No 
UltraAlgo No 
Utluna No 
thinkorswim No 

Integrations

ProTracker Advantage Yes 
Asset Class Yes 
Chartlog Yes 
CircleBlack Yes 
Fidelity No 
Medved Trader Yes 
MoneyGuide Yes 
Passiv Yes 
ProTracker RMD Yes 
RNDpoint Yes 
RightCapital Yes 
Riskalyze Yes 
StockHero Yes 
TD Ameritrade No 
Taiki Yes 
TradesViz Yes 
TradingDiary Pro Yes 
UltraAlgo Yes 
Utluna Yes 
thinkorswim Yes 

Pricing Details

$895/user/year/1,000 RMDs
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 No 
iPad App No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ProTracker Software, Inc.

Founded

1997

Country

United States

Website

www.protrackerrmd.com

Vendor Details

Company Name

TD Ameritrade

Founded

1975

Country

Nebraska

Website

www.tdameritrade.com/why-td-ameritrade.html

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 

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