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 is sold as an automatically-renewing subscription for a given term. The terms available are 3-month, 6-month and 12-month. At the end of your chosen term, your credit card will be charged again for the same term and number of users that you already have. You may review, change or cancel your subscription online any time prior to your renewal date.

License Fees: Effective February 5, 2018

Term 3 Month 6 Month 12 Month
Price Per User $230 $435 $815




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