The CRM for Financial Professionals

ProTracker Advantage®​​ is a cloud-based CRM solution that helps financial planners and wealth managers increase productivity.
  • Track clients and their events
  • Enhance efficiency with built-in workflows
  • Accomplish client tasks on schedule
  • Maintain firm-wide calendaring
  • Run global reports on client activity
  • Tailor data for custom reports 
  • Prepare client net worth statements
  • Graph net worth growth
  • Calculate and manage RMD

ProTracker Advantage® Pricing

Annual CRM Licensing:
  • $995 per concurrent user
  • Up to 1,000 RMD accounts per user
  • Concurrent users share RMD accounts
​
Data Conversion, Import, and Installation Service:
Starting at $1,000 (one-time fee)

To evaluate ProTracker Advantage for your firm,
fill out our evaluation form.
​
​We respond to all inquiries. ​
Users
RMD Accounts
Annual Fee
1
< 1,000
$995
2
< 2,000
$1,990
3
< 3,000
$2,985
4
< 4,000
$3,980
5
< 5,000
$4,975

Revolutionizing Client Relationships

Finally, a full-featured, easy-to-use CRM for financial professionals.

​ProTracker Advantage®​ is for:​

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