Solutions for Busy Professionals

May 05, 2005
Warren Mackensen attended the National Advisors Trust Company Mid-Year Shareholders Conference held at the Catamaran Resort Hotel in Pacific Beach (San Diego), California. Warren spoke with current users and received rave reviews about the features and benefits of ProTracker Advantage. Additionally, Warren made a presentation on the Client Billing Module that Mackensen & Company uses to integrate ProTracker Advantage, Portfolio Center, Peachtree Accounting, Fidelity Advisor Channel, and SchwabLink for billing purposes.

May 19, 2005
ProTracker Software exhibited on May 19th and 20th at the NAPFA National Conference held in Tampa, Florida. Warren Mackensen, CFP, founder of ProTracker Software, met with numerous ProTracker Advantage users who congratulated ProTracker Software employees on rolling out the most intuitive client relationship management solution available in the marketplace.

May 25, 2005
ProTracker Advantage participated in the TD Waterhouse Midwest Region Conference held in Chicago, Illinois. The luncheon speaker was Steve Forbes. Warren Mackensen, CFP, presented ProTracker Advantage, Version 4.0, to attendees as part of a panel on client relationship management solutions.

June 28, 2005
ProTracker Software announced today that it has implemented a more competitive pricing structure for new orders placed after June 28, 2005. The initial license fee is now $900 for the first year and additional user licenses are $450 for the first year. Current customers will benefit from this price reduction when they add additional licenses. Annual maintenance fees remain at $300 per user per year until November 30, 2005. Annual maintenance fees increase to $360 per year on December 1, 2005.

September 08, 2005
Warren Mackensen exhibited at the NAPFA West Region Conference in Jackson Hole, Wyoming, located near picturesque Yellowstone National Park. Warren spoke with current users and received excellent feedback about ProTracker Advantage. Warren also met with financial planners starting new practices and looking to solve their client relationship management problems.

September 16, 2005
ProTracker Software exhibited at the Financial Planning Association Conference, held at the San Diego Convention Center. Advisors had an opportunity to see Advantage Version 4.0, including the new Required Minimum Distribution calculator and management system. ProTracker Software's booth was busy throughout the Conference.

October 06, 2005
Warren Mackensen spoke at the NAPFA Northeast/Mid-Atlantic Region Conference in Boston. Warren's topic was "Using Software for Compliance." The presentation discussed compliance requirements and showed how ProTracker Advantage provides some of the necessary reports for regulatory inspections.

October 06, 2005
Warren Mackensen and Barbara Hoffmann exhibited at the NAPFA Northeast/Mid-Atlantic Region Conference in Boston. Barbara and Warren spoke with current users and met financial planners starting new practices. The feedback about ProTracker Advantage was excellent.

October 20, 2005
Warren Mackensen exhibited at the NAPFA Midwest Region Conference held at the Lincolnshire Marriott, Chicago. Warren spoke with current users and met financial planners starting new practices. The attendees were particularly interested in the email archiving capability of ProTracker Advantage and how it meets regulatory requirements.

November 10, 2005
Warren Mackensen exhibited at the NAPFA South Region Conference in Orlando. Warren spoke with current users and met financial planners starting new practices. The attendees were particularly interested in the Required Minimum Distribution capability of ProTracker Advantage in light of imminent year-end computations for clients.

November 23, 2005
ProTracker Software created recorded tutorials so that advisors may, at their own convenience, evaluate the many features of ProTracker Advantage. Recorded tutorials, which include both video and audio, are available for download by contacting sales@protracker.com. The recorded tutorials will soon be available for download through www.protracker.com.

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