Two new releases from ProTracker Software available

ProTracker Software Inc. has released an update to its Advantage <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080415/REG/147477097/1102/INTechnologyNews03&quot;" target="&#8221;_blank&#8221;" rel="noopener noreferrer">customer relationship management</a> application. It also introduced Version 5 of its Compliance Manual product.
OCT 15, 2009
ProTracker Software Inc. has released an update to its Advantage customer relationship management application. It also introduced Version 5 of its Compliance Manual product. 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.

Latest News

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans
Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state
Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state

“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.

Osaic in talks with Anthropic as AI reshapes advisor workforce
Osaic in talks with Anthropic as AI reshapes advisor workforce

The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO

The retirement milestone advisors aren't tracking
The retirement milestone advisors aren't tracking

For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.

Wealthtech firms target stock pay, pensions and heirs for advisors
Wealthtech firms target stock pay, pensions and heirs for advisors

Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.