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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The CRM software serves as a comprehensive platform for managing and monitoring interactions with current and prospective clients, partners, agents, and other important contacts. This system establishes a robust database for storing and managing the history and interactions related to each contact. All new activities, including calls, messages, and meetings associated with a specific contact or company, can be easily recorded, while future interactions can be organized through integrated task features. Additionally, the option to utilize your own domain name for your social intranet enhances customization, enabling better management of meetings, briefings, and various events that frequently occur within your organization. Monitoring working hours and the time users dedicate to individual tasks and projects is essential for operational efficiency. Ultimately, our CRM software represents a significant investment tailored to meet the distinct needs and operational requirements of your business, ensuring it aligns well with your overall strategy and objectives. This level of customization allows companies to create a more personalized experience for their clients and stakeholders.

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 
Emacs Yes 
Envestnet | Tamarac No 
Fidelity No 
Microsoft Outlook No 
MoneyGuide No 
Morningstar Advisor Workstation No 
Nora Yes 
ProTracker RMD No 
SunVox No 
TD Ameritrade No 

Integrations

Black Diamond Wealth Platform Yes 
ByAllAccounts Yes 
Charles Schwab Yes 
Emacs No 
Envestnet | Tamarac Yes 
Fidelity Yes 
Microsoft Outlook Yes 
MoneyGuide Yes 
Morningstar Advisor Workstation Yes 
Nora No 
ProTracker RMD Yes 
SunVox Yes 
TD Ameritrade Yes 

Pricing Details

$99 per year
Free Trial Yes 
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) Yes 
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) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cairo Web Design

Founded

2015

Country

Egypt

Website

www.cairowebdesign.com

Vendor Details

Company Name

ProTracker Software

Founded

1997

Country

United States

Website

www.protracker.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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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