| Did You Know? |
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ProTracker Advantage is a robust total office management system that has an integrated Required Minimum Distribution (RMD) calculator. Based on a SQL engine, Advantage uses a highly-acclaimed intuitive graphical user interface created by advisors for advisors. For details, call 603-926-8085. |
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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E-Z Payment Plan First-time customers purchasing ProTracker Advantage between July 1 and September 30, 2009, may purchase in four easy payments. Information Security Program New laws in Nevada, Massachusetts, California and other states require an Information Security Program. A new version of the time-tested ProTracker Compliance Manual provides a model Info Security Program to support all advisors. |
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| Events |
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July 07, 2009 ProTracker Advantage 6.0, The Fastest, Most Powerful Release Yet New in Version 6, create and manage projects intuitively by combining workflows into a project. Discover our new E-Z Payment Plan for first-time customers. July 13, 2009 Easily add an Information Security Program to your Compliance Manual Version 5 (new) helps you quickly implement a complete Information Security Program that meets mandatory requirements for advisors with Massachusetts clients. |
