ProTracker Advantage is a highly-acclaimed practice management solution designed specifically for financial planning professionals. ProTracker Advantage manages relationships, tasks and appointments, organizes financial, life planning and estate information for clients, stores client documents and communications, automates office work flow processes and more. There is a Cloud version and a Desktop version.
The firm also offers the Info Security Program Manual (ISP Manual). Every professional needs an Information Security Program Manual to ensure compliance with the various information security laws enacted in many states. The Financial Advisor Info Security Program
Version 5 (new) helps financial advisors quickly implement a complete Information Security Program that meets mandatory compliance requirements
Watch the short video above or visit www.protracker.com.