ProTracker Software Inc., the makers of ProTracker Advantage, announced an update to its resident CRM system (i.e. not SaaS or cloud service) as well as a new version of its Compliance Manual.
Full coverage of the releases is provided by Davis Janowski at Investment News.
ProTracker Advantage is a CRM system originally developed by Warren J. Mackensen, a fee-only planner in Hampton, N.H., for use in financial planning and wealth management firms.
In my opinion, ProTracker is a suitable CRM solution for advisers who seek a system with a lower learning curve than competitors and one that is not hosted over the Internet (and subject to service interruptions and less-than-realtime performance). Although one drawback of locally-installed programs is that someone must perform the update to the latest version!
