You can access our comprehensive Online Help 24/7.  Press F1 from any screen to obtain Help that is included with ProTracker Advantage^®. Each Help article has been written from a practice management perspective and covers every field on every screen. 

There are helpful practice management Overviews of topics such as: How to meet regulatory requirements for email and other correspondence, how to manage Required Minimum Distribution (RMD) calculations, how to track withdrawals for inherited assets in addition to those owned by clients over 70-1/2, and how to set up group mailings.

When you purchase Advantage, we offer a free Guided Tour.  For many users, this Overview and access to the online Help is all they need. 

Advantage Training is available to help guide your team members on specific areas of Advantage that they would like to learn.

The ProTracker Knowledge Base is available for unique situations beyond the scope of the Advantage online Help.

You may Email Customer Support for a response during regular  business hours.

For more specific support, customers may call Customer Support at 603-926-8085. You will be greeted by a human voice and connected to our experienced customer support staff.