# RMD & Distribution Tracking for Wealth Managers

> AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.

- **Role:** [Wealth Manager](https://calish.com/workflows/for/wealth-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [High-Net-Worth Advisory](https://calish.com/workflows/specialty/high-net-worth-advisory/)
- **Action:** RMD & Distribution Tracking
- **Canonical URL:** https://calish.com/workflows/rmd-and-distribution-tracking-for-wealth-manager/

## The Problem

Missing an RMD for a High-Net-Worth Advisory client triggers a 25% excise tax — and tracking them across custodians in Addepar is a manual audit every December.

## What We Build

AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.

## Tools & Integrations

- Addepar
- Black Diamond
- Salesforce Financial Services Cloud
- Email

## How It Works

1. **Discovery call.** We map your current rmd & distribution tracking process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Addepar](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-wealth-manager-with-addepar/) — RMD & Distribution Tracking built natively in Addepar
- [Black Diamond](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-wealth-manager-with-black-diamond/) — RMD & Distribution Tracking built natively in Black Diamond
- [Salesforce Financial Services Cloud](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-wealth-manager-with-salesforce-financial-services-cloud/) — RMD & Distribution Tracking built natively in Salesforce Financial Services Cloud

## Related Workflows

- [New Client Onboarding for Wealth Managers](https://calish.com/workflows/new-client-onboarding-for-wealth-manager/)
- [Client Meeting Prep Pack for Wealth Managers](https://calish.com/workflows/client-meeting-prep-pack-for-wealth-manager/)
- [Portfolio Drift & Rebalance Alerts for Wealth Managers](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-wealth-manager/)
- [KYC/AML Review for Wealth Managers](https://calish.com/workflows/kyc-aml-review-for-wealth-manager/)
- [Deal Sourcing & Screening for Wealth Managers](https://calish.com/workflows/deal-sourcing-and-screening-for-wealth-manager/)
- [LP & Investor Reporting for Wealth Managers](https://calish.com/workflows/lp-and-investor-reporting-for-wealth-manager/)

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