Advantage HITS

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.

Tired of using multiple software tools to complete a single task? Wouldn't your job be easier (and life too) if you could manage donors, track fundraising efforts, manage volunteers and events, send acknowledgment and appeal letters; and more all within a single platform that can be accessed anywhere with an Internet connection? You can with Little Green Light's donor management and fundraising platform that integrates with many software tools you already use; saving you time, money, and focused on your organization's mission. The flexibility to integrate with leading software tools like QuickBooks Online, Constant Contact, Zapier and more; positions Little Green Light as the donor management and fundraising platform of choice to build capacity and scale with your organization as it grows. Purchasing a donor management system and fundraising platform is not a small decision, so we invite you to give Little Green Light a test drive by signing up for a free trial account.