Reviews written by gdmaga4a

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ProTracker
CRM Software
gdmaga4agdmaga4a   March 02, 2010
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.

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