Review Detail
Overall rating
3.6
Company
5.0
Software Support
5.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
2.0
Security
4.0
Pricing
4.0
Pro Tracker Advantage has helped me manage client relationships in a highly efficient manner
Good program
User Review
The Good
Workflow management, productivity, efficiency in managing client relationships, client document organization and retrieval, email archiving, tracking results of marketing efforts, Syncing to Outlook
The Bad
I haven't been able to get it to integrate client data from TD Ameritrade or Morningstar Office.
The Bottom Line
This is a valuable program to my practice and greatly helps me manage client workflow and efficiently manage client relationships.
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