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Ratings and Reviews 0 Ratings
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What is Red Deer?
For an organization to function effectively, it must overcome the challenges posed by a torrent of disordered information that can impede progress. In order to excel in a rapidly evolving environment, your team needs a cohesive, real-time perspective on current events, which allows them to anticipate challenges and remain proactive. This solution is crafted to improve the flow of information across your organization, facilitating swift decision-making and ensuring that your team stays both agile and well-informed. With capabilities for real-time aggregation and organization of alerts, news, events, and updates, it effortlessly integrates feedback from both internal and external sources across multiple platforms, including desktops and mobile devices. Acting as a sophisticated layer atop your existing applications and employing a tailored business taxonomy, it delivers the critical context necessary for making well-informed decisions. Similar to a biological nervous system, Pathfinder reorganizes chaotic real-world data into coherent information, enabling users to understand and react to events effectively. This groundbreaking method is precisely why we label it an Enterprise Nervous System, as it can adjust to the constantly shifting business environment. Ultimately, this system empowers your team to not merely respond to challenges but to strategically navigate their landscape with assurance, fostering a culture of confident decision-making. By leveraging such a comprehensive tool, organizations can significantly enhance their operational efficiency and adaptability.
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.
Integrations Supported
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Fidelity
Microsoft Outlook
MoneyGuidePro
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade
Integrations Supported
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Fidelity
Microsoft Outlook
MoneyGuidePro
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$895/user/year/1,000 RMDs
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Red Deer
Date Founded
2013
Company Location
United Kingdom
Company Website
www.reddeer.com
Company Facts
Organization Name
ProTracker Software
Date Founded
1997
Company Location
United States
Company Website
www.protracker.com
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management