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ProTracker RMD Calculator Assistant
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About Us

ProTracker Advantage® is our flagship product and has been used by thousands of investment advisors and financial planners over the years.
  
ProTracker Software was founded in 1997 by Warren Mackensen, a nuclear engineer and financial planner. After graduating from the U. S. Naval Academy, Warren served on a nuclear submarine at sea for his military commitment. Later, he was the Pre-Operational Test Supervisor at a 1,200 megawatt commercial nuclear power station where he wrote, reviewed and executed many complex test procedures. These engineering skills and human factors were applied to the creation of ProTracker Advantage, and the RMD Calculator Assistant in particular.

The RMD Calculator Assistant was first embedded in ProTracker Advantage in 2004, which eliminated the tedious use of spreadsheets to manually calculate RMDs for Warren’s financial planning and investment management clients. Today, ProTracker customers across the nation compute tens of thousands of RMDs each year in seconds.
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To evaluate ProTracker RMD for your firm, fill out our evaluation form. We respond to all inquiries. 
ProTracker RMD Calculator Assistant logo
ProTracker RMD Calculator Assistant was developed to take the headache out of calculating and tracking RMDs, which has become even more odious with the new SECURE Act. Our experience as advisors gives us a unique understanding of your needs, and our goal is to make your business more efficient.

To learn more about ProTracker Advantage® (CRM) for your firm, fill out our CRM evaluation form. We respond to all inquiries.
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  • Home
  • RMD Calculator
    • Visual Tour
    • Is It Right for You?
  • Pricing
  • Data Import Service
  • About Us
  • Blog
  • Contact