 Many prospective clients are looking for a quick overview to determine if they are on track towards retirement. A good Client Relationship Management (CRM) system can document the client’s existing accounts and then create a net worth projection in a matter of minutes. Frequently, clients are not saving enough for retirement. Clients also tend to be overzealous in the investment rate of return they assume when they invoke online retirement calculators. Further, retirement calculators need projected cash flow figures, including required minimum distribution (RMD) amounts.
ProTracker Advantage® has an extensive RMD calculator and tracking tool to support the advisor with answers to client questions. Learn more here.
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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. |