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.

EZO is an asset intelligence platform built to help organizations take full control of their equipment, tools, and IT assets—no matter the industry. From construction fleets and medical devices to school labs and government facilities, EZO centralizes every asset into a single, easy-to-use system. Powerful capabilities like barcode/QR scanning, mobile check-in/check-out, preventive maintenance scheduling, and real-time reporting give teams the visibility they need to cut costs, reduce downtime, and improve accountability. Unlike niche trackers or legacy systems, EZO balances enterprise-grade depth with everyday usability, making it the trusted choice for mid-market to enterprise organizations seeking smarter, faster, and more reliable asset management. With seamless integrations to tools like Zendesk, Jira, QuickBooks, and Azure AD, EZO connects asset data with business workflows—empowering teams to make data-driven decisions, stay audit-ready, and scale operations with ease.