Solutions for Busy Professionals

January 18, 2007
ProTracker Software exhibited at the 2007 Technology Tools for Today Conference, held in Miami, Florida. The three-day Conference was sponsored by NAPFA and co-hosted by David Drucker and Joel Bruckenstein. Many of the 200 conference attendees stopped by the booth to see the SQL version of ProTracker Advantage. Attendees remarked favorably about the outstanding design of the graphical user interface and the easy navigation throughout Advantage.

May 09, 2007
Warren Mackensen attended the National Advisors Trust Company Annual Shareholders Conference held at the Hyatt Regency Country Resort in San Antonio, Texas. Warren spoke with current users and received great feedback about the features and benefits of using ProTracker Advantage in their businesses.

Additionally, Warren made a presentation to trust company shareholders regarding the benefit of using the trust company in obtaining a multi-generational client for Mackensen & Company. ProTracker Advantage is a core software application to support the various generational planning initiatives happening concurrently with this family.

October 19, 2007
Warren Mackensen was an all-day panelist at the National Association of Personal Financial Advisors Northeast/Mid-Atlantic Region Conference held in Hartford, CT. The five session track was entitled "Successful Practices." During various segments, Warren demonstrated how ProTracker Advantage streamlines practice management at Mackensen & Company, a four-person Registered Investment Advisor. Attendees provided great feedback: "This practice management track was the best one at the whole conference."

Warren also made several presentations to conference attendees explaining in greater detail how ProTracker Advantage can make their businesses more efficient.

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