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ProTracker RMD Calculator Assistant
  • Home
  • RMD Calculator
    • Visual Tour
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ProTracker RMD Pricing

RMD Calculator Assistant: $815 per concurrent user, renewed annually.
Data Import Service (optional): $500 (one-time fee for initializing your data)
ProTracker Advantage is desktop software that may be used standalone or on a local server on your network.

The ProTracker RMD Calculator Assistant is embedded in ProTracker Advantage. This approach provides opportunities for the firm's portfolio administrator, client service associate, or financial planner to enter notes and tasks related to RMD activities. Client RMD withdrawals may be entered to track each client's remaining "RMD To Go" status before the end of the year.

A significant benefit of the RMD Calculator is that client account information only needs to be set up in the first year. After the first year, the accounts set up in prior years persist. The RMD Wizard only needs the 12/31 account values to proceed. New client accounts may be added at any time. After adding a new client account, just re-run the RMD Wizard to update the master list of RMD accounts.

To evaluate ProTracker RMD for your firm, fill out our evaluation form. We respond to all inquiries. 
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ProTracker RMD Calculator Assistant logo
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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  • Home
  • RMD Calculator
    • Visual Tour
    • Is It Right for You?
  • Pricing
  • Data Import Service
  • About Us
  • Blog
  • Contact