| 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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ProTracker Advantage's Latest Recorded Tutorials As part of our continuing commitment to helping our customers use all the features of Advantage, four new recorded tutorials have been added. |
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| Events |
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May 13, 2008 ProTracker Advantage Classroom Training in Long Beach, CA ProTracker Software offers a full day of live training for Advantage users. May 14, 2008 NAPFA National Conference May 14-16: NAPFA's Annual National Conference in Long Beach, CA September 03, 2008 ProTracker Advantage Classroom Training in Denver ProTracker Advantage taught by Warren Mackensen, CFP, founder of ProTracker Software. |
