Review Detail

 
ProTracker
CRM Software
by a4a-manage     October 20, 2009    
howardc603

View all my reviews (5)
Overall rating 
 
 
3.6
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

A financial planner's CRM

Nicely customized for true financial planners, not just investment advisors.

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