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Multiple contacts per client household
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Relatives at a glance
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Unlimited addresses per client
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Convenient folder structure
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One-touch scanning & linking
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Fast retrieval
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Stock reports for rapid data review
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Built-in custom report builder
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Report search function
Product Description
About this Product
Providing CRM solutions to the financial services industry since 1997:
- Multi-faceted views of contacts, clients, tasks and notes
- Automatic email archiving and calendar synchronization
- Flexible and customizable reports and client attributes
About 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.
Product Details
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Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.