Company Info

January 04, 1999
ProTracker System was demonstrated at the NAPFA Advanced Planners Conference in Squaw Valley, California.

February 04, 1999
ProTracker Software exhibited at the 3rd Annual CFP Practice Management & Technology Conference, Panama City Beach, FL, hosted by the Institute of Certified Financial Planners. Founder Warren Mackensen and programmer Mark Carpenter were on hand throughout the conference. ProTracker System was cited by speaker Deena Katz during her presentation, Creating a Database for the 21st Century, as "the most viable way to solve the financial planning database problem today."

April 15, 1999
ProTracker Software moves to new office space at 6 Merrill Drive, Hampton, NH, in order to accommodate continued growth.

June 27, 1999
Warren Mackensen spoke at the NAPFA Basic Training Conference in Annapolis, Maryland, on the topic of "Office Efficiency," which included discussions about ProTracker.

July 07, 1999
ProTracker Software exhibited at the 1999 Institute of Certified Financial Planners (ICFP) National Conference, Dallas, TX.

September 23, 1999
Four of the six panelists at an all-day practice management workshop prior to the 1999 NAPFA West Regional Conference, Seattle, Washington, cite ProTracker System as their company's database.

October 14, 1999
Warren Mackensen demonstrated ProTracker System during the pre-conference software sessions at the 1999 NAPFA Midwest Regional Conference, Lake Geneva, Wisconsin.

October 28, 1999
Warren Mackensen spoke at the Seventeenth Annual IAFP Pittsburgh Financial Planning Symposium on the topic of "Maximizing Profitability By Utilizing a Relationship Management Database," which included discussions about ProTracker.