Why use ProTracker Advantage
Desktop?
Where mobility is not a
significant consideration, ProTracker
Advantage Desktop provides the robust
Client Relationship Management solution
that you have been seeking. |
| Compare
ProTracker Desktop
and ProTracker Cloud |
More prospects signing contracts to
become clients, more clients achieving their goals, fewer forgotten or overdue
tasks...
Regardless of how you define it, you are in this business to be profitable. You
can use ProTracker Advantage® to help you in these areas:
Manage your Clients: Record every useful detail. Track every event in
the history of your relationship--every email, letter, task, meeting,
recommendation. Create
printed or electronic files of the stored information. Be confident!
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. Be in control!
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 custom 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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