Solutions for Busy Professional



ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals.

ProTracker Advantage

is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals.

Workstation Requirements for ProTracker Advantage, Access or SQL Version


  • 32-bit or 64-bit computer
  • 1 GHz CPU
  • 1 GB RAM
  • 250 Mb disk space

Operating System

  • Windows XP SP3, Windows Vista, Windows 7 or Windows 8 Software
  • Microsoft Office 2003, 2007, 2010 (32-bit), 2013 (32-bit) or Office 365 (local install only) for mail merges and exporting to spreadsheets
  • Microsoft Outlook 2003, 2007, 2010 (32-bit), 2013 (32-bit) or Office 365 (local install only) for email archiving and PDA synchronization
Warning: Advantage will not integrate with Microsoft Office 2010/2013 64-bit. 
This means no merging to Word, syncing with Outlook, email archiving, or exporting to Office file formats. In fact, Microsoft explicitly recommends against installing the 64-bit version of Office, except in a few specific scenarios not likely to be encountered by typical users. Source:
How to tell if you have the 64-bit version of Microsoft Office 2010/2013: In Microsoft Word, Outlook and Excel, go to File -> Help. The Version number is followed by a 32-bit or 64-bit marker.
A note about Microsoft Office product versions: Certain interactions between Microsoft Office products require that both products be of the same version number. For example, merging a Word 2007 document to Outlook will require Outlook 2007.

Server Requirements for ProTracker Advantage, Microsoft SQL Version


  • 32-bit or 64-bit computer
  • 1 GHz CPU
  • 1 GB RAM
  • 700 Mb disk space

Operating System

  • Windows Server 2003 SP2, Windows Server 2008, Windows Server 2008 or Server 2012
  • Windows Small Business Server 2003, Windows Small Business Server 2008, Windows Small Business Server 2011 or 2012
  • Windows 2000 SP4, Windows XP SP3, Windows 7, or Windows 8
  • Any Microsoft operating system that can host Microsoft SQL Server 2005 or later


ProTracker Advantage is available with either a Microsoft Access or SQL Server database engine. It is your choice which to use. See our recommendations.

ProTracker Advantage runs only on the Windows operating systems. The screens and documentation are written in English only, currency calculations and displays are in US dollars and cents.  Some calculations and reports are based on US laws and regulations.

Recommended accessories:

  • Document Scanner (must be TWAIN compliant)
  • Printer with Envelope Feeder
  • Single Label Printer (Dymo LabelWriter recommended).
  • Business Card Scanner (Corex CardScan recommended)

Software that is NOT required:

  • Microsoft Access™ (Access 2010 runtime is included)
  • Microsoft SQL Server™ (SQL Server Express 2008 is included) You may use your own installation of SQL Server 2005, 2008, or 2008/2008R2 or 2012/2012R2 instead if desired
  • Microsoft Outlook Exchange Server™
  • Document Management

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