Required Minimum Distribution Tracking

Efficiently track RMD with AdvisorOp:
  • Tracking screen aggregates RMD across accounts
  • Incorporates RMD data provided by the custodian
  • Incorporates non-custodian accounts to support the full client portfolio
  • Supports tracking for both inherited and non-inherited accounts
  • Enables the client service team to track RMD across all client accounts and provides a view for advisors to see the latest RMD status for their clients