Featured Research

The 2013 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)

ProTracker Cloud

6 Merrill Drive

Hampton, NH 03842


Services Offered

  • CRM
  • Additional services: All the features of ProTracker Advantage on the Desktop, accessible from anywhere, plus Microsoft Word, Excel, PowerPoint and Outlook.

Contact for Additional Product Information

Hilaire Perry

Sales & Marketing Manager

(603) 926-8085


To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.