Stay ahead of client RMD deadlines
Every morning, WebRun opens Orion, reads the RMD dashboard for clients whose required minimum distribution is still outstanding this year, drafts a clear reminder to each client in Gmail, leaves every draft unsent for an advisor to review, and posts the team a Slack list of who is approaching the deadline.
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How do I keep track of client RMD deadlines automatically?
Every morning, WebRun opens Orion and reads the RMD dashboard for clients whose required minimum distribution is still outstanding this year. It drafts a reminder to each client in Gmail, naming the account and amount, leaves the drafts unsent for an advisor, and posts the team a Slack watchlist sorted by days remaining, so no deadline slips past.
- Clients approaching an RMD deadline surface every morning
- Each reminder is drafted and waiting, so an advisor just reviews and sends
- No required distribution slips past its IRS deadline
Built for financial advisors · RIAs · wealth managers · client service teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
login.orionadvisor.comin a real browser with your saved login - no setup, no API keys. -
1
Orion - read the RMD dashboard
orion.com
WebRun opens Orion to read the RMD dashboard. - Open Orion and go to the RMD dashboard
- Filter to clients whose required minimum distribution for the year is still outstanding
- Capture the client, account, remaining amount, and the IRS deadline for each
Done when Every client with an outstanding RMD this year has been listed with their amount and deadline.
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2
Gmail - draft client reminders
gmail.com How to Automate Gmail
WebRun drafts an RMD reminder for each client and leaves it unsent. - Draft a clear, on-brand reminder to each client naming the account and the remaining distribution
- Include a line inviting them to call so an advisor can arrange the withdrawal
- Save every message as a draft and leave it unsent for an advisor to review
Done when A reminder draft sits ready in Gmail for every client with an outstanding RMD.
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3
Slack - report who is due
slack.com How to Automate Slack
WebRun posts the day's RMD watchlist to Slack. - Post the team a short list of clients approaching their RMD deadline today
- Sort by how few days remain so the most urgent surface first
- Note that drafts are waiting in Gmail for review. WebRun never moves money or takes a distribution itself
Done when The team has today's RMD watchlist in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email clients on its own?
No. WebRun only drafts each RMD reminder in Gmail and leaves it unsent. An advisor reads every message and clicks send, so nothing reaches a client without a person approving it first.
Does it take the distribution or move any money?
No. WebRun only reads the Orion RMD dashboard and flags who is due. Taking a distribution or moving money stays with your advisor and custodian. WebRun surfaces the deadline so a human can act on it.
How does it know who still owes an RMD?
It reads Orion's RMD dashboard each morning, which tracks each client's required minimum distribution for the year and how much is still outstanding. Anyone who has already satisfied their RMD drops off the list.
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