You are in this business to be profitable.
ProTracker Advantage can help. |
ProTracker Advantage®
is a relationship and practice management
solution designed for busy financial
practitioners. It can help you:
Manage your Clients:
Record every useful detail. Track every event in
the history of your relationship--every email,
letter, task, meeting, recommendation. Combine
one, two, or dozens of people as a Client unit.
Create printed or electronic files of the stored
information.
Manage your Practice:
Set up marketing campaigns and check progress.
Automate Required Minimum Distribution (RMD)
calculations and track withdrawals. Define
standard workflow processes. Monitor task
completion by self and staff. Produce reports
needed for regulatory compliance. Look for
trends across all clients and/or prospects.
ProTracker Advantage:
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Helps you manage your tasks and
your relationships.
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Synchronizes contacts,
appointments, tasks with Outlook and indirectly with PDAs.
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Organizes financial, life
planning, and estate information for clients.
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Manages emails, scanned, and other
electronic documents.
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Provides many standard reports and
a very easy-to-use report builder.
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Expedites communication with
individuals, clients, and groups via email and printed mailings.
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Imports from portfolio management
systems and accounting software.
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Calculates complex Required
Minimum Distributions (RMDs).
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Allows remote access.
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Offers fast navigation and an
intuitive interface.
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Provides Marketing Campaign
management and analysis.
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Facilitates regulatory compliance.
ProTracker Advantage is a
registered trademark of ProTracker Software,
Inc.
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