Review Detail
Overall rating
3.1
Company
5.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
1.0
Security
4.0
Pricing
4.0
Built by an advisor for advisors- very salient to a fee-only practice
I haven't worked with a lot of CRM's, but the Protracker product is certainly made for an advisory practice wishing to document and track client relationships.
User Review
The Good
Very dense data storage potential for client relationships, and good document storage and retrieval. Email Archive, Calendering and workflows very useful
The Bad
No asset transactions, except to track values over time.
The Bottom Line
Relatively inexpensive, very useful, advisor-specific application. Does not replace portfolio management software, however. Warren Mackenson continues to improve this product with help from the field.
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