ProTracker Advantage

ProTracker Advantage

ProTracker Software
+
+

Related Products

  • BrandMail
    307 Ratings
    Visit Website
  • PostScan Mail
    123 Ratings
    Visit Website
  • CallTools
    492 Ratings
    Visit Website
  • Admiral
    63 Ratings
    Visit Website
  • DirectMail2.0
    7 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Click2Mail
    55 Ratings
    Visit Website
  • Pipedrive
    9,644 Ratings
    Visit Website
  • Pipeliner CRM
    746 Ratings
    Visit Website
  • Eurekos
    75 Ratings
    Visit Website

About

AddressTwo provides a simple yet intuitive Customer Relationship Management (CRM) program designed specifically for small businesses. The platform offers a Contact Management tool that can be accessed remotely with smartphones and can track history of every call. AddressTwo cloud-based software also offers an e-mail management system, which can create automated e-mail campaigns to create more sales opportunities.

About

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small Businesses engaged in outbound relational selling.

Audience

Financial institutions and banks searching for a solution to manage their internal and customer operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$34.95/month
Free Version
Free Trial

Pricing

$895/user/year/1,000 RMDs
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AddressTwo
Founded: 2008
United States
www.addresstwo.com

Company Information

ProTracker Software
Founded: 1997
United States
www.protracker.com

Alternatives

Alternatives

ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
ProCTI

ProCTI

Provaria
SunVox

SunVox

WarmPlace.ru
BrandMail

BrandMail

BrandQuantum
CVenture

CVenture

Chamunda Tech-Net Service
AIM

AIM

Altvia Solutions

Categories

CRM

Categories

CRM Features

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

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade

Integrations

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade
Claim AddressTwo and update features and information
Claim AddressTwo and update features and information
Claim ProTracker Advantage and update features and information
Claim ProTracker Advantage and update features and information