Solutions for Busy Professional

 

Efficient training solutions

Our commitment is to help you use ProTracker Advantage® effectively and thoroughly, whether you are evaluating the product, just starting to use it or are a seasoned user who wants to become more productive.

If You Are:

Evaluating Advantage

If you are considering purchasing ProTracker Advantage and wish to evaluate its many features, we suggest that you:

  • View the Recorded Guided Tour to see our product's features in action
  • See how our new AutoSync features will make you more mobile and productive
  • Download a demo and explore the product using our sample database
  • Schedule a webcast with an experienced financial advisor to see the product and to get your practice management questions answered
  • Dig deeper with Recorded Tutorials on topics of special interest to your firm

A New Customer or New Employee

If you are new to ProTracker Advantage:

  • View the Recorded Guided Tour to quickly familiarize yourself with the tool
  • Participate in a customized, complimentary training webcast for all of your firm's employees
  • Use our Training Course to guide you through the many Advantage features. This 78-page, self-study course is built into ProTracker Advantage
  • Check out our Recorded Tutorials on topics of special interest to you, such as creating projects to track time and billing, developing a customized financial plan from your own boilerplate advice database, or ad hoc reporting
  • Drop in on the Advantage User Group webcast to discuss and resolve practice management issues

A Veteran User

Even if you've been using ProTracker Advantage for years, you probably aren't making use of all of its features. Perhaps you'd like to begin a marketing campaign, send an email blast, or track time that you spend on each client. If so:

  • Our Recorded Tutorials offer recorded presentations on a wide range of topics
  • See our new AutoSync features for syncing and email archiving
  • The Advantage User Group meets as requested to explore different features of the product, based on user interest

A Junxure User

If you are concerned about AdvisorEngine's corporate overhead and customer support for Junxure, consider converting to Pro Tracker Advantage®. We were founded in 1997, before Junxure, and are fiercely independent. We have rebuffed all offers from large firms to acquire ProTracker Software.

  • We offer a Junxure Conversion Package that includes:
  • ProTracker Advantage® Demo
  • ProTracker Advantage installation on your computer(s)
  • Conversion of Junxure data
  • Installation of converted data on your server
  • Four hours of live ProTracker Advantage training (GoToMeeting)
  • Online context-sensitive help (F1 key on any screen)
  • Online tutorials
  • Unlimited live telephone support with knowledgeable people
  • Unlimited email customer support

Conversions can be completed in less than two weeks. There is no charge for the Junxure Conversion Package. Click here to review the FREE Junxure Conversion Package.

 

© 2020 ProTracker Software, Inc. All rights reserved.