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What is Protracked?

We create everything from simple websites to complex content management systems and fully hosted e-commerce platforms. Our skilled team excels in crafting responsive designs that work flawlessly across a variety of devices, and we also offer dedicated mobile sites for clients who require them. Moreover, we supply an assortment of content management system templates customized for different business sectors that need regular updates. Our application development services cater to all major mobile devices, facilitating seamless interaction with your website for information sharing and updates. In addition, we provide subscriptions to our premium app suite, such as ProTracked, which can greatly improve the customer experience with your brand. With the growing trend of individuals using the internet for managing tasks like customer accounts and orders, this shift allows users to access their data from almost anywhere, reducing the necessity for offsite data backups. Consequently, businesses can now function more efficiently and respond more adeptly to their customers' evolving needs, ultimately boosting their operational effectiveness. This evolution signifies a crucial step forward in the realm of digital business solutions.

What is ProTracker Advantage?

ProTracker Advantage Desktop is the all-in-one, intuitive Client Relationship Management software you have been searching for, tailored to meet the needs of busy professionals aiming to streamline their practice and client interactions. It serves as an ideal tool for those in the financial planning and investment management sectors, offering a client-focused contact and practice management system. Why choose ProTracker Advantage Desktop? Efficiently manage your clients by recording every significant detail and tracking the history of your interactions, including emails, letters, tasks, meetings, and recommendations. You have the flexibility to print or save electronic versions of this information, ensuring you stay organized and informed. Optimize your practice by establishing marketing campaigns and tracking their effectiveness with ease. The software automates the calculation of Required Minimum Distribution (RMD) and allows you to monitor withdrawals effectively. Additionally, you can customize standard workflow processes to align with your business model, oversee task completion for both yourself and your staff, and generate essential reports to ensure compliance with regulatory requirements. By utilizing ProTracker Advantage Desktop, you can enhance your efficiency and focus on building stronger client relationships.

Media

Media

Integrations Supported

Integrations Supported

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade

API Availability

API Availability

Pricing Information

$12.90 per month
Free Version

Pricing Information

$895/user/year/1,000 RMDs
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Protracked

Company Location

India

Company Website

protracked.com

Company Facts

Organization Name

ProTracker Software

Date Founded

1997

Company Location

United States

Company Website

www.protracker.com

Categories and Features

Courier

Dispatch Management

Categories and Features

Financial CRM

Account Alerts
Asset Management
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Investment Management

Client Management
For Investment Advisors
For Investors & Traders

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