The RMD Solution for Financial Advisors and Wealth Managers |
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- Centralized platform for managing RMDs
- Real-time dashboard showing progress
- Robust reporting capabilities for decision-making
- Provide client-facing annual RMD communications
- Integration with wealth management systems
- Eliminates the need for manual spreadsheets
- Avoids laborious research on calculation methods
- Scenarios clearly explained
- Provides Qualified Charitable Distribution (QCD) reports
- Tracks RMD distributions during the year
- Training and support resources
- Client relationship management (CRM) features