Document Management for Financial Advisors

Financial advisors need to rapidly retrieve client documents from within their Client Relationship Management (CRM) system. Immediate retrieval saves the advisor time searching for files and provides better client service.
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One of the frequent client questions is, 

“What was the required minimum distribution (RMD) amount that you said I need to take this year?” Another related question is, “How much of my RMD have I taken so far this year?” 

ProTracker Advantage® provides an extensive and easy-to-use RMD calculator and tracking tool to support the advisor in answering these client questions. As RMD calculations are prepared each January, the calculation sheet produced by the RMD calculator can be archived in the ProTracker Document Explorer section. By tracking all client documents in ProTracker, retrieval is fast and easy. 

Learn more about calculating RMDs and documenting them here.