| 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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2008 Classroom Training New locations and dates for live Advantage classroom training. |
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| Events |
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July 31, 2008 Garrett Planning Network Annual Retreat Jul 31-Aug 2 September 03, 2008 Advantage Classroom Training at NAPFA West A full day of ProTracker Advantage classroom training in Denver. September 04, 2008 NAPFA West 2008 Conference Sep 4–6: The NAPFA West Conference in Denver, CO. |
