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.

ProTracker Advantage interfaces with the following software:

Financial Planning MoneyGuidePro Money Tree
Client Questionnaire PreciseFP
Account Aggregation ByAllAccounts
Portfolio Managers Advent Axys Advisor Channel
  Advisor Exchange Albridge
  AssetBook Black Diamond
  Buckingham Asset Management BridgePortfolio
  Captools Fidelity WealthCentral
  Investigo Morningstar Advisor Workstation
  Morningstar Office NetX360
  Orion Advisor Services PortfolioCenter
  PowerAdvisor Principia CAMS
  Shareholders Service Group TD Ameritrade
Social Media LinkedIn
Accounting Sage 50 (formerly Peachtree) QuickBooks
Document Management Laserfiche Virtuoso / Worldox
Form Filling Laser App Quik!
Microsoft Office Excel Outlook


© 2020 ProTracker Software, Inc. All rights reserved.