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ProTracker Advantage Screen Shots
 Links
> Home

Contact
> Profile

Client
> Profile
> Activities
> Account Summary
> Account Details
> Net Worth
> RMD Calculation
> RMD Factors
> Withdrawals
> Estate Planning

Group
> List
> History
> History Detail

Calendar
> Monthly View
> Group Schedule
> Public Calendar

Note
> Note List
> Note Dialog

Task
> Task List
> Task Dialog

Library
> Workflow

Document
> Explorer

Help
> F1 Help
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ProTracker displays your own Appointments and Tasks on the Home screen, which is the first screen you see when you open Advantage each day.

The top Menu Bar includes the basic areas of work: Operations, Communications, Marketing, and Regulatory. Plus the usual File, Edit, View, Tools, and Help.

The lower Tool Bar offers access to Contacts, Clients, Groups, Calendar, Tasks, Notes, Documents, and Reports. Or click the Home button on this tool bar to return to the Home screen.

The Search box, Assistant, Reports, and Recent panel on the left is present on every Advantage screen, providing easy access to commonly-used functions and navigation aids.