Solutions for Busy Professionals

ProTracker Office - Your Remote Office CRM Solution

Why Choose ProTracker Office?

You are a financial advisor, not an IT specialist! If you would rather spend your time advising your clients, not installing software and performing backups, then choose our hosted solution. Outsource your IT work. Get more done.

ProTracker Office™

ProTracker Office is hosted remotely on a secure server so that you no longer have to maintain software in your office. With ProTracker Office, you can access your client data from anywhere.

Why use ProTracker Office?

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. Modify standard workflow processes to suit your business. 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!

Manage your IT: Backups and installations..... Be free!

ProTracker Office:

  • Helps you manage your tasks and your relationships.
  • Synchronizes contacts, appointments, tasks with Outlook and indirectly with PDAs.
  • Organizes financial, life planning, and estate information for clients.
  • Manages emails, scanned, and other electronic documents.
  • Provides many standard reports and a custom report builder.
  • Expedites communication with individuals, clients, and groups via email and printed mailings.
  • Imports from portfolio management systems and accounting software.
  • Calculates complex Required Minimum Distributions (RMDs).
  • Allows remote access.
  • Offers fast navigation and an intuitive interface.
  • Provides marketing campaign management and analysis.
  • Facilitates regulatory compliance.

 

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