ProTracker Advantage

Product Type:

CRM

ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals.

integration:

Money Guide Pro, Money Tree, PreciseFP, ByAllAccounts, Advent Axys, Advisor Channel, Advisor Exchange, Albridge, AssetBook, Black Diamond, Buckingham Asset Management, BridgePortfolio, Captools, Fidelity WealthCentral, Investigo, Morningstar Office, NexX360, Orion Advisor Services, Portfolio Center, PowerAdvisor, Principia CAMS, TD Ameritrade, Shareholders Services Group.

pricing:

3-month Subscription Renewal: $210 per user every 3 months.
6-month Subscription Renewal: $395 per user every 6 months.
12-month Subscription Renewal: $740 per user every 12 months.

Free trial available?

Yes.

Created by:

ProTracker Software, Inc.

company about us:

ProTracker Software specializes in practice management software designed for financial planning and investment advisory businesses.

contact:

Phone: 603-926-8085 x 130

E-mail: [email protected]