Fintech Integration Marketplace

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ProTracker Advantage

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

ProTracker Advantage:

  • Helps you manage your tasks and your relationships.
  • Syncs your calendar and contacts with Outlook, allowing you to sync to your phone and tablet.
  • Organizes financial, life planning, and estate information for clients.
  • Manages emails, scanned, and other electronic documents.
  • Provides many standard reports and a custom report builder.
  • Expedites communication with individuals, clients, and groups via email and printed mailings.
  • Imports from portfolio management systems and accounting software.
  • Calculates complex Required Minimum Distributions (RMDs).
  • Allows remote access.
  • Offers fast navigation and an intuitive interface.
  • Provides marketing campaign management and analysis.
  • Facilitates regulatory compliance.
ProTracker

Companies that integrate with ProTracker Advantage

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

ProTracker

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