Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
You deserve a system specifically created to adapt to the dynamic demands of ongoing education! You will outline an effective workflow that caters to both staff and learners. You identify the necessary features that align with your requirements and target audience. The CME Tracker staff edition encompasses all PARS and JA-PARS data, providing guidance through the ACCME criteria, as well as the validation and processing of the PARS file essential for ACCME compliance. The event application module is a completely tailored solution for your event application procedure, enabling oversight and approval by your office. This comprehensive workflow, from pre-application to final approval, facilitates the sharing of references, information, and explanations for applicants to ensure a thorough data collection process. Automatic functions can identify required information based on user responses. Customers of CME Tracker benefit from having all their information centralized, with the added convenience of linking external documents directly to their tracker, thereby enhancing the overall experience. This seamless integration ensures that all stakeholders have the necessary resources and information at their fingertips, streamlining the entire educational process.
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
$761 per year
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Coordinator's Choice
Country
United States
Website
www.cmetracker.com
Vendor Details
Company Name
ProTracker Software
Founded
1997
Country
United States
Website
www.protracker.com
Product Features
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