TrackerCheck

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.

For all your sales and recruiting needs, Tracker helps you build better with a cloud-based all-in-one recruitment ATS and sales CRM solution. Perfect for all kinds of staffing and consulting businesses, Tracker helps firms grow by creating better relationships. From applicant sourcing and placement to employee onboarding, Tracker streamlines the entire recruitment workflow, increasing recruiter, candidate, and client success.