RMD & Distribution Tracking for Private Equity Analysts with Intralinks
The Problem
Missing an RMD for a Private Equity client triggers a 25% excise tax — and tracking them across custodians in PitchBook is a manual audit every December.
What We Build in Intralinks
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 Intralinks — uses the native API or agent integration so nothing leaves the system of record.
Intralinks Integration Approach
Audit your Intralinks configuration
We map the specific Intralinks objects, custom fields, and workflows the automation needs to touch for your private equity practice.
Build on the Intralinks API or agent
Integration happens inside Intralinks — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Intralinks with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Intralinks instance
30-minute call. We'll look at your actual Intralinks setup and show exactly how this workflow fits.