Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A Customer Relationship Management platform, commonly referred to as CRM, serves as a solution for managing and tracking activities, whether conducted online or face-to-face. With our HITS CRM solution, users can efficiently oversee, organize, and monitor all aspects of their organization’s operations from anywhere, thanks to the mobile app and Cloud capabilities. While navigating a CRM system may seem daunting without prior training, our dedicated support simplifies the learning curve, enabling users to quickly become proficient. Although the application may appear intricate at first glance, our guidance ensures that clients can input information effortlessly in no time. When clients engage in training with Advantage Industries HITS, we provide foundational knowledge that equips them to understand the system thoroughly. Before long, they gain the confidence to design and develop new systems for their organizations with little to no ongoing assistance from our experts, ultimately maximizing their efficiency and productivity. This transformative process helps organizations leverage their CRM systems to drive success and improve customer relationships.
Description
ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals.
ProTracker Advantage Desktop: Why?
Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident
Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.
API Access
Has API
No
API Access
Has API
No
Integrations
Black Diamond Wealth Platform
No
ByAllAccounts
No
Charles Schwab
No
Envestnet | Tamarac
No
Fidelity
No
Microsoft Outlook
No
MoneyGuide
No
Morningstar Advisor Workstation
No
ProTracker RMD
No
SunVox
No
Integrations
Black Diamond Wealth Platform
Yes
ByAllAccounts
Yes
Charles Schwab
Yes
Envestnet | Tamarac
Yes
Fidelity
Yes
Microsoft Outlook
Yes
MoneyGuide
Yes
Morningstar Advisor Workstation
Yes
ProTracker RMD
Yes
SunVox
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$895/user/year/1,000 RMDs
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Advantage Industries
Founded
1999
Country
United States
Website
www.getadvantage.com/hits/
Vendor Details
Company Name
ProTracker Software
Founded
1997
Country
United States
Website
www.protracker.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No