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.


These companies are familiar with ProTracker Advantage:


Virtual E Business Solutions

Efficiency at its Best

As a Virtual Assistant, I specialize in working with Financial Advisors to help them provide excellent customer service to their clients.  I have a combined 20-year background in the Insurance and Financial industries. I am familiar with the operations of many financial firms and can assist you with setting up client appointments, completing new account applications, and following up on account transfers, as well as other service issues. 

In addition to ProTracker Advantage, I use several other software applications, including Morningstar and MoneyGuidePro.

Please contact me so we can discuss how I can help free up your time, energy, and resources so you can concentrate on your business and personal goals.

   

Total Office, Inc.

Total Office, Inc. 

  A New Way to Get Things Done!
Total Office has forged a niche in serving the unique needs of the Financial Planning industry.  Working virtually, for more than 17 years the company has provided dependable, trustworthy virtual office outsourcing. Their behind-the-scenes-support includes services such as account administration, billing and invoicing, monthly and quarterly mailings – including portfolio mailings, marketing and newsletters, scanning services, and general office administration.

My Virtual COO

My Virtual COO

No Excuses. Just Results.

My Virtual COO™ works with small and mid-sized businesses to develop, design, operate, and improve their systems to create and deliver a firm’s products and services.  Through the use and leveraging of CRM technology, we integrate a firm’s operations, branding, and technology to efficiently streamline the business to be more profitable and scalable. 

Contact us at info@MyVirtualCOO.com or 443-275-1506.


Virtual Partners Group, Inc.

Virtual Partners Group, Inc.

  VPG Keep You on Track and on Time

Virtual Partners Group is the silent partner for the independent financial advisor.  We run daily operations like completing and following up on paperwork and communicate with customers or custodians.  We also help companies create and implement procedures and manuals to ensure an efficient back office.

 

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