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| Did You Know? |
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Secure email encryption is a requirement for
financial advisors and many other businesses that
send personal information, such as names, Social
Security Numbers and account information, over the
Internet. We recommend ZixEncryption for email
security.
Read More |
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ProTracker Advantage is our
highly-acclaimed practice management solution designed
specifically for financial planning professionals. |
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Now available on ProTracker Cloud or on your Desktop |
ProTracker Advantage:
- manages relationships, tasks and appointments
- organizes financial, life planning and estate information for clients
- stores client documents and communications
- automates office work flow processes
- imports data from portfolio management systems
- calculates RMDs
- provides marketing campaign management
- facilitates regulatory compliance
| News |
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Info Security Program Manual (ISP Manual) Every professional needs an Information Security Program Manual to ensure compliance with the various information security laws enacted in many states. Financial Advisor Info Security Program Version 5 (new) helps financial advisors quickly implement a complete Information Security Program that meets mandatory compliance requirements. Email Encryption Discount Purchase email encryption through ProTracker to receive a $20 discount per annual license. |
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| Events |
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February 17, 2010 Advantage Classroom Training in San Diego A full day of ProTracker Advantage classroom training in San Diego prior to the Technology Tools for Today (T3) Conference. February 18, 2010 2010 Technology Tools for Today (T3) Conference in San Diego The fifth annual T3 Conference will take place in San Diego from February 18-20, 2010. |
