Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A Customer Relationship Management platform, commonly referred to as CRM, serves as a solution for managing and tracking activities, whether conducted online or face-to-face. With our HITS CRM solution, users can efficiently oversee, organize, and monitor all aspects of their organization’s operations from anywhere, thanks to the mobile app and Cloud capabilities. While navigating a CRM system may seem daunting without prior training, our dedicated support simplifies the learning curve, enabling users to quickly become proficient. Although the application may appear intricate at first glance, our guidance ensures that clients can input information effortlessly in no time. When clients engage in training with Advantage Industries HITS, we provide foundational knowledge that equips them to understand the system thoroughly. Before long, they gain the confidence to design and develop new systems for their organizations with little to no ongoing assistance from our experts, ultimately maximizing their efficiency and productivity. This transformative process helps organizations leverage their CRM systems to drive success and improve customer relationships.
Description
ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals.
ProTracker Advantage Desktop: Why?
Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident
Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.
API Access
Has API
API Access
Has API
Integrations
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
SunVox
Integrations
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
SunVox
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Advantage Industries
Founded
1999
Country
United States
Website
www.getadvantage.com/hits/
Vendor Details
Company Name
ProTracker Software
Founded
1997
Country
United States
Website
www.protracker.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management