Solutions for Busy Professionals




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.

Desktop vs. Cloud Computing

Desktop computing requires you to have all of your computers, networking and Internet access hardware, printers and scanners located physically in your office. Application software is installed locally. You or your information technology (IT) department are responsible for the installation, maintenance, repair, backup and upgrades to all hardware and software that you use to run your business. You must also have systems in place to keep your data secure.

The costs of providing this infrastructure can be hard to measure. Sure, you can plan ahead for a new computer that you want next year, but what is the cost of a disk or server failure tomorrow? And don't forget about the time that you will spend installing the new computer and recovering your files from yesterday's backup. 

With Cloud computing, you reduce your local computing requirements to a computer with Internet access, printers and scanners. ProTracker Software assumes responsibility for maintaining the ProTracker Cloud application, including updates and enhancements. Your client files also reside on the host server, who performs nightly backups of your database and client files.

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