Solutions for Busy Professionals

February 17, 2011
ProTracker Software exhibited at the 2011 Technology Tools for Today Conference that was held at the Hyatt Regency Hotel from February 16-19, 2011, in Weston, FL. Warren Mackensen & Deborah Lynch met many customers and spoke with numerous advisors interested in ProTracker Software's products. Warren participated on a Client Relationship Management software panel during the conference.

Many discussions in the exhibit hall centered around the ProTracker Office a mobile office solution that permits customers to access their office from anywhere in the world over the Internet.

In addition to viewing ProTracker Advantage on the Cloud, advisors may use all of their other software applications also hosted on the Cloud.

There were additional discussions about ProTracker's Form ADV Part 2 Firm Brochure template. Advisors have until March 31, 2011, to submit their Form ADV Part 2 "plain English" brochures to the Investment Advisor Registration Depository (IARD) website.

May 17, 2011
ProTracker Software held a Users Group meeting in Salt Lake City. Warren Mackensen facilitated the practice management discussion for existing customers.

For the next two days, ProTracker Software exhibited at the 2011 NAPFA National Conference, which was held at the Grand America Hotel in Salt Lake City.

the Conference, Warren Mackensen & Deborah Lynch met many customers and spoke with numerous advisors very interested in licensing ProTracker Advantage to improve the profitability of their businesses. They received many compliments on the Form ADV 2 Firm Brochure provided by ProTracker Software that many advisors purchased to convert to a narrative ADV written in plain English.

There also were many discussions related to the ProTracker Office a mobile office solution that permits advisors to access their office from anywhere in the world over the Internet.

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