ProTrackTZA
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ProTracker AdvantageProTracker Software
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Related Products
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About
Increase productivity and throughput by 10 to 30 percent in manufacturing, assembly, packaging and kitting processes with real-time performance management and analytics. Utilize real time performance visibility for accurate labor planning, progress evaluation and action, coaching to drive daily performance and continuous improvement. Improve driver performance with technology that helps you set accurate delivery expectations and manage performance resulting in a least cost per stop operation. Optimize your delivery fleet and the visibility to answer key performance questions. ProTrack allows floor managers to run their entire operation in real-time from one screen. No more having to maneuver through multiple screens and reports to manage your business.
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About
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Labor Management solution for companies
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Audience
Financial institutions and banks searching for a solution to manage their internal and customer operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$895/user/year/1,000 RMDs
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationTZA
Founded: 1984
United States
www.tzaconsulting.com
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Company InformationProTracker Software
Founded: 1997
United States
www.protracker.com
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Categories |
Categories |
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Workforce Management Features
Budgeting & Forecasting
Not Supported
Contractor Management
Not Supported
Employee Lifecycle Management
Not Supported
Labor Projection
Supported
Performance Appraisal
Supported
Recruiting Management
Not Supported
Scheduling
Supported
Skills Tracking
Supported
Time & Attendance
Not Supported
Variable Workforce
Supported
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Financial CRM Features
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Not Supported
Household Tracking
Supported
Influence Tracking
Not Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Not Supported
Investment Management Features
Accounting Management
Not Supported
Benchmarking
Not Supported
Bonds / Stocks
Not Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
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Integrations
Black Diamond Wealth Platform
Not Supported
ByAllAccounts
Not Supported
Charles Schwab
Not Supported
Envestnet | Tamarac
Not Supported
Fidelity
Not Supported
Microsoft Outlook
Not Supported
MoneyGuide
Not Supported
Morningstar Advisor Workstation
Not Supported
ProTracker RMD
Not Supported
SunVox
Not Supported
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Integrations
Black Diamond Wealth Platform
Supported
ByAllAccounts
Supported
Charles Schwab
Supported
Envestnet | Tamarac
Supported
Fidelity
Supported
Microsoft Outlook
Supported
MoneyGuide
Supported
Morningstar Advisor Workstation
Supported
ProTracker RMD
Supported
SunVox
Supported
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