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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 
TD Ameritrade 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 
TD Ameritrade 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 

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