# RMD & Distribution Tracking for Investment Banking Analysts with Datasite

> AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Datasite — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Datasite](https://calish.com/workflows/tool/datasite/)
- **Role:** [Investment Banking Analyst](https://calish.com/workflows/for/investment-banking-analyst/)
- **Specialty:** Investment Banking
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/rmd-and-distribution-tracking-for-investment-banking-analyst-with-datasite/

## The Problem

Missing an RMD for a Investment Banking client triggers a 25% excise tax — and tracking them across custodians in Datasite is a manual audit every December.

## What We Build in Datasite

AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Datasite — uses the native API or agent integration so nothing leaves the system of record.

## Datasite Integration Approach

1. **Audit your Datasite configuration.** We map the specific Datasite objects, custom fields, and workflows the automation needs to touch for your investment banking practice.
2. **Build on the Datasite API or agent.** Integration happens inside Datasite — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Datasite with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [RMD & Distribution Tracking for Investment Banking Analysts](https://calish.com/workflows/rmd-and-distribution-tracking-for-investment-banking-analyst/)
- AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.

## Other Datasite Automations

- [Financial Due Diligence Prep for M&A Analysts](https://calish.com/workflows/with/financial-due-diligence-prep-for-manda-analyst-with-datasite/)
- [Transaction Anomaly & Fraud Flagging for M&A Analysts](https://calish.com/workflows/with/transaction-anomaly-and-fraud-flagging-for-manda-analyst-with-datasite/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/with/tax-return-review-for-manda-analyst-with-datasite/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/with/client-status-communication-for-manda-analyst-with-datasite/)
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-manda-analyst-with-datasite/)
- [Bill Capture & AP Processing for M&A Analysts](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-manda-analyst-with-datasite/)
- [AR Collections & Dunning for M&A Analysts](https://calish.com/workflows/with/ar-collections-and-dunning-for-manda-analyst-with-datasite/)
- [Month-End Close Checklist for M&A Analysts](https://calish.com/workflows/with/month-end-close-checklist-for-manda-analyst-with-datasite/)

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