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Two new releases from ProTracker Software available

By Davis D. Janowski

October 15, 2009 10:52 am ET

ProTracker Software Inc. has released an update to its Advantage customer relationship management application. It also introduced Version 5 of its Compliance Manual product.

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New in this version of the CRM product are upgrades focused on client project capabilities, including improved monitoring, work flow estimate projections and client proposal features. 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, only two were using ProTracker Advantage. A free 30-day trial of the software is available.

New to ProTracker’s Compliance Manual is the Information Security Program, a template designed to guide users through the process of creating in-house compliance manuals.

The ProTracker Compliance Manual is available for $249.

For more information, visit ProTracker Software.

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