ProTracker RMD
ProTracker RMD simplifies the complexities of calculating and monitoring Required Minimum Distributions (RMDs) for clients. It efficiently tracks withdrawals, identifies Eligible Designated Beneficiaries (EDBs), and manages 10-Year Rule accounts, with dedicated screens for various beneficiary scenarios. This tool ensures no vital information is overlooked, streamlining compliance and enhancing client management.
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Top ProTracker RMD Features
- Automated RMD calculations
- Tracking client withdrawals
- SECURE Act compliance updates
- User-friendly dashboard interface
- Customizable reporting options
- Beneficiary tracking tools
- Alerts for RMD deadlines
- Integration with custodial platforms
- 10-Year Rule management features
- Designated Beneficiary categorization
- Historical account analysis
- Client account expiration tracking
- Comprehensive account overview
- Multi-client monitoring capabilities
- Educational resources for advisors
- Secure data storage
- Enhanced client communication tools
- Real-time updates on regulations
- Interactive RMD planning tools
- Streamlined client onboarding process.
