Tag Archives: Warren Mackensen

ProTracker Software Announces Updates to Two Utilities

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!