Pricing
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals.
ProTracker Advantage
is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals.
ProTracker Advantage is sold as an automatically-renewing subscription for a 12-month term. At the end of your term, your subscription will be renewed for the same term and number of users that you already have. You may change or cancel your subscription by calling our office any time before your renewal date.
ProTracker Pricing
Annual Licensing:
- $895 per concurrent user
- 1,000 RMD accounts
- Concurrent users share RMD accounts
- Additional RMD accounts = $895/1,000
Data Conversion, Import, and Installation Service (optional):
$1,000 (one-time fee)
|
Users
|
RMD Accounts
|
Annual Fee
|
|
1
|
< 1,000
|
$895
|
|
2
|
< 2,000
|
$1,790
|
|
3
|
< 3,000
|
$2,685
|
|
4
|
< 4,000
|
$3,580
|
|
5
|
< 5,000
|
$4,475
|
|
Etc.
|
Etc.
|
|
ProTracker Advantage
Purchase Info
Technical Info
Learn More
- Advantage Overview
- Recorded Guided Tour
- Recorded Tutorials
- Getting Started Guide
- User Group
- Training Course
- Contact Us
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