Are RMDs Slowing ​​You Down?

The ProTracker RMD Calculator and Tracking Assistant’s automated processes save valuable time and ensure client satisfaction. Our software is comprehensive and easy to use.

  • Eliminate spreadsheets
  • Avoid looking up IRS rules 
  • Simplify all RMD scenarios
  • Ensure accurate results
  • ​Dashboard tracks your RMD progress

ProTracker RMD Pricing

Annual RMD Calculator Assistant Licensing:
  • $995 per concurrent user
  • Up to 1,000 RMD accounts per user
  • Concurrent users share RMD accounts
  • Additional RMD accounts = $995/1,000
​
Data Conversion, Import, and Installation Service:
$1,000 (one-time fee)

To evaluate ProTracker RMD for your firm,
fill out our evaluation form.
​
​We respond to all inquiries. ​
Users
​RMD Accounts
Annual Fee
1
< 1,000
$995
2
< 2,000
$1,990
3
< 3,000
$2,985
4
< 4,000
$3,980
5
< 5,000
$4,975

Manage Your Clients With Confidence

Say farewell to spreadsheets and welcome a streamlined, convenient approach to managing clients with ProTracker RMD.

​The RMD Wizard aids:​

Got Questions?
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