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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. ProTracker Advantage provides tightly integrated relative tracking capabilities to facilitate beneficiary tracking. The client profile screen shows the relatives at a glance.  With the announced retirement of Junxure CRM, ProTracker Advantage can provide robust relative tracking features. Click here for more information about migrating your current CRM to ProTracker Advantage.
Request an online meeting to see a demo of our required minimum distribution (RMD) calculator and tracking system within ProTracker Advantage.
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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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