Solutions for Busy Professionals


ProTracker Software specializes in practice management software designed for financial planning and investment advisory businesses.

ProTracker Software is based in New Hampshire and was founded in 1997 by Warren J. Mackensen, who  serves as company president. Warren is an experienced financial advisor.

Thousands of users over the decades have contributed their thoughts and suggestions to make our flagship product, ProTracker Advantage, the most comprehensive industry-specific client relationship management (CRM) software on the market.

We invite your inquiry so that we may solve your "tech stack" issues to improve your profitability. Give us a call:  603-926-8085. We are available Monday through Friday, 9 to 5 (Eastern). 


ProTracker Cloud

 A web-hosted client management for mobile professionals.

Contact us about your situation and we will provide a tailored solution.

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