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ProTracker Software specializes in practice management software designed for financial planning and investment advisory businesses.
ProTracker Software is based in New Hampshire and was founded in 1997 by Warren J. Mackensen, who serves as company president. Warren is an experienced financial advisor.
Thousands of users over the decades have contributed their thoughts and suggestions to make our flagship product, ProTracker Advantage, the most comprehensive industry-specific client relationship management (CRM) software on the market.
ProTracker Advantage:
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.