Awell-established product for independent advisors is moving to a platform that will provide increased flexibility and may attract new categories of users. Processing Content ProTracker CRM software ...

ProTracker Software, seeking to capitalize on the recent demise of PortfolioCenter Relationship Manager (PRM), has created a special offer for current PRM customers. ProTracker Software recently ...

ProTracker Cloud builds on the firm’s ProTracker Advantage product, a practice management program, by providing a hosted solution including the ProTracker Advantage CRM, Microsoft Office 2007 (MS Word ...

ProTracker Cloud mobile-client solution offers security settings that benefit broker-dealers as well as registered investment advisers, he said. Currently, most of the 800 users on the desktop-based ...

ProTracker Cloud has moved back into beta testing, according to Protracker Software president Warren Mackensen, who said he withdrew the cloud-based product from sale in March because he was not ...

HAMPTON — ProTracker Software Inc., has introduced its Information Security Program (ISP), a step-by-step guide to help professionals stay informed and comply with recent federal and state regulatory ...