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.

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
  Word

 

© 2018 ProTracker Software, Inc. All rights reserved.