CoreTrac

Everest by Lynk Software, Inc. is a leading cloud-based complaint management and quality assurance software solution that supports mid-size and large organizations across a variety of industries. Highly customizable and easy to use, Everest helps organizations improve their service quality and increase customer loyalty by ensuring that every concern or issue is managed and handled in an efficient and timely manner. Everest users receive queries and customer complaints through various channels that include phone, email, mobile app, remote call centers, and the company’s website.

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.