A welcome update to a CRM stalwart. ProTracker Advantage 4.0 is the much anticipated, long overdue upgrade to ProTracker 3.3. For those unfamiliar with the program, it was originally developed by ...

It also includes upgrades to the program’s retirement projection calculator. In last year’s technology survey of 242 InvestmentNews subscribers, we found that among those advisers using CRM software, ...

Awell-established product for independent advisors is moving to a platform that will provide increased flexibility and may attract new categories of users. Processing Content ProTracker CRM software ...

HAMPTON — ProTracker Software Inc., has introduced its Information Security Program (ISP), a step-by-step guide to help professionals stay informed and comply with recent federal and state regulatory ...

ProTracker Cloud has moved back into beta testing, according to Protracker Software president Warren Mackensen, who said he withdrew the cloud-based product from sale in March because he was not ...