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What is TradeLog?

TradeLog equips you with vital tools that extend far beyond simple tax report generation. You have the ability to effectively manage wash sales, apply specialized tax regulations, and even shift to a trader tax status if desired. For more than twenty years, countless traders and tax professionals have depended on TradeLog's comprehensive reporting services. Should you wish to delegate the intricate tax details, our turnkey service options through Trader Tax Solutions by TradeLog enable you to focus on your trading endeavors while we manage all tax-related matters. Although broker 1099-B reports comply with IRS guidelines, individual taxpayers face unique reporting requirements. TradeLog utilizes your actual trading history to create IRS-compliant reports essential for active traders and investors during tax time. By reconciling these reports with your 1099-B, you can make any necessary corrections to ensure accurate reporting. This all-encompassing strategy not only simplifies the tax filing process but also offers you peace of mind as you navigate the complexities of your trading journey. Thus, with TradeLog, you can confidently tackle tax season without the usual stress.

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

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$89 per year
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

Cogenta Computing

Company Location

United States

Company Website

www.tradelogsoftware.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

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