ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial advisors.

Setting the standard for comprehensive client relationship management software, ProTracker Advantage manages clients, prospects, contacts and employees for busy professional offices. Advantage has a intuitive graphical user interface that includes: e-mail archiving, built-in document management, marketing pipeline management, regulatory reports, a library of workflow processes, a retirement projection tool and a Required Minimum Distribution calculator.