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