ProTracker is a client management software designed for financial firms to organize client data, coordinate tasks, and oversee retirement compliance. Although initial calendar synchronization can be tricky, its secure data management and insightful reporting ensure advisors maintain compliance and deliver consistent, well-informed services to clients.
ProTracker Specifications
Contact Management
Task Management
Document Management
Calendar Synchronization
What Is ProTracker?
ProTracker is a cloud-based customer relationship management (CRM) solution built for financial advisors and wealth managers seeking better control over client data and compliance tasks. The platform offers contact management, workflow tracking, and RMD calculation tools to simplify daily operations. Firms of different sizes can reduce manual effort, stay compliant with retirement regulations, and focus more on delivering strategic guidance to clients instead of administrative work.
ProTracker Pricing
ProTracker pricing is flexible, with annual CRM licensing starting at $995 per user, depending on the number of users and selected features.
Disclaimer: The pricing is subject to change.
ProTracker Integrations
The vendor has not listed any available third-party integrations for this software.
Who Is ProTracker For?
ProTracker is ideal for various professionals, including:
- Financial advisors
- Wealth managers
- Accountants
Is ProTracker Right For You?
Looking for a CRM solution for financial advisors and wealth managers? ProTracker software helps firms improve client relationship management, organize workflows, and maintain accurate records. It supports regulatory compliance, giving advisors confidence that retirement account tracking meets industry standards. Firms gain organized client data, easier task coordination, and reliable reporting for informed decisions. Trusted by financial firms including Ridgeland, Norwich, and Red Bank, the platform ensures secure data handling, scalability, and compliance-focused CRM management.
Still not sure if ProTracker is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
ProTracker Features
ProTracker software centralizes all client information, including interaction history, preferences, and personal details. Advisors can quickly access accurate records, track engagement, and deliver tailored services. This organized system helps firms maintain strong client relationships, ensures data consistency, and supports businesses of varying sizes.
See How It WorksThe software synchronizes appointments, meetings, and deadlines across multiple devices and platforms. Users can avoid scheduling conflicts, track critical events, and manage time effectively. This ensures teams stay aligned, improve operational efficiency, and allow advisors to focus on client-facing activities without missing important deadlines.
See How It WorksIt allows users to assign, track, and manage tasks across teams. Advisors can monitor progress, ensure accountability, and complete projects on time. Task visibility supports collaboration, reduces errors, and improves workflow. This feature helps firms maintain organized operations and meet business objectives reliably.
See How It WorksProTracker features reporting tools that can be tailored to specific business needs. Users can generate client reports, performance summaries, and workflow analyses. This flexibility allows advisors to make informed decisions, track productivity, and identify opportunities for improvement across the organization.
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