ProTracker Software, Inc.
Founded by a financial advisor, we specifically address the myriad of client details that demand organization and optimization for a successful business. Business metrics are the key to measuring business progress. Our flagship product, ProTracker Advantage®, is a client-centric practice management solution. Thousands of independent advisors have contributed to the development of ProTracker Advantage. We feature robust calendaring, task and contact synchronization with mobile devices. Other sophisticated features include: contact and client tracking, grouping functions, integrated email through Outlook, automatic email archiving, task management, workflow processes, project management, RMD calculations and tracking, document management, data imports from PortfolioCenter, and marketing campaign management.