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What is Vela CRM?

Vela emerges as a powerful and versatile customer relationship management system specifically engineered for the tuition industry. Built from the foundation to meet the requirements of top tuition companies worldwide, Vela facilitates the simplification of operations, improves efficiency, and removes the reliance on separate systems, unwieldy spreadsheets, and complex integrations. With Vela at your service, you can adeptly manage your daily tasks, oversee billing and invoicing, produce in-depth reports, and much more. It offers thorough monitoring of leads throughout their entire lifecycle. Furthermore, it provides real-time calculations of expenses, profits, and margins while automating a variety of tasks and document generation. This level of automation allows your team to focus on the most valuable leads and effectively coordinate their daily responsibilities, leading to increased productivity. Additionally, the extensive capabilities of Vela guarantee that every facet of customer relationship management is effortlessly consolidated into a single, intuitive platform, ensuring a seamless user experience from start to finish. Such integration not only enhances operational flow but also fosters stronger relationships with clients.

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

$25 per month
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

Vela

Date Founded

2014

Company Location

United Kingdom

Company Website

www.velacrm.com

Company Facts

Organization Name

ProTracker Software

Date Founded

1997

Company Location

United States

Company Website

www.protracker.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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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