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When it comes to Required Minimum Distributions (RMDs), a client’s relatives play a significant role when retirement account beneficiaries are established.
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Addresses and telephone numbers stored in client relationship management (CRM) software should be capable of meeting a variety of the firm’s communication needs. For example, envelopes should be printable directly from the CRM.
In ProTracker Advantage, right-clicking on an address provides an extensive menu of capabilities, including |
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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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