Automate RMD Notifications for Financial Advisors
The Problem
Missing a Required Minimum Distribution deadline for a client can trigger a 25% penalty — tracking RMDs across your book of business is high-stakes.
What We Build
AI calculates RMD amounts for each eligible client, sends proactive notifications well before deadlines, and tracks distribution completion to ensure nothing is missed.
Tools & Integrations
How It Works
Discovery Call
We map your current rmd notifications process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate rmd notifications?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.