Review Detail
Overall rating
4.3
Company
4.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
5.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
5.0
Keeps us well organized and on track.
ProTracker is a solid offering for "true" financial advisors and their practices.
User Review
The Good
Good workflow management, MRD tracking and reminders, integration with other users
The Bad
GUI is a little outdated. Some issues with Access database.
The Bottom Line
The best we've used and we've used many.
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