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| Did You Know? |
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Secure email encryption is a requirement for
financial advisors and many other businesses that
send personal information, such as names, Social
Security Numbers and account information, over the
Internet. We recommend ZixEncryption for email
security.
Read More |
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ProTracker Advantage is our
highly-acclaimed practice management solution designed
specifically for financial planning professionals. |
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Now available on ProTracker Cloud or on your Desktop |
ProTracker Advantage:
- manages relationships, tasks and appointments
- organizes financial, life planning and estate information for clients
- stores client documents and communications
- automates office work flow processes
- imports data from portfolio management systems
- calculates RMDs
- provides marketing campaign management
- facilitates regulatory compliance
| News |
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Form ADV Part 2 Narrative Brochure Released ProTracker Software released a template for the "plain English" Form ADV Part 2 narrative brochure format now required by SEC and state regulators. Email Encryption Discount Purchase email encryption through ProTracker to receive a $20 discount per annual license. |
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| Events |
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October 01, 2010 2010 FPA Joint Regional Technology Conference, New York City Warren Mackensen will be speaking on the CRM panel entitled: "CRM Options: Desktop, Web-based or Cloud." November 03, 2010 NAPFA Northeast/Mid-Atlantic Conference - Boston Essential elements to help financial advisors implement a thorough Information Security Program (ISP) will be presented. February 16, 2011 Technology Tools for Today (T3) Conference The sixth annual T3 Conference will take place in Weston, FL, February 16-19, 2011. |
