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Ratings and Reviews 0 Ratings
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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
ProTracker RMD
ProTracker Advantage
Integrations Supported
ProTracker RMD
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
API Availability
API Availability
Pricing Information
Free
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
Android
iPhone
iPad
Windows
Mac
Linux
Supported Platforms
Windows
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
WarmPlace.ru
Date Founded
2008
Company Location
Russia
Company Website
warmplace.ru/soft/sunvox/
Company Facts
Organization Name
ProTracker Software
Date Founded
1997
Company Location
United States
Company Website
www.protracker.com
Categories and Features
Software Synths
Not specified
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