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Clients can be segmented by assigning multiple services on the client services screen. Once services are assigned to clients, groups may be created to focus on those receiving a specific service, such as Required Minimum Distributions (RMDs).
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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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