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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Fidelity
Microsoft Outlook
MoneyGuidePro
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade
Tamarac

Integrations

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Fidelity
Microsoft Outlook
MoneyGuidePro
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade
Tamarac

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$895/user/year/1,000 RMDs
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Agile Financial Technologies

Country

United Arab Emirates

Website

www.agile-ft.com

Vendor Details

Company Name

ProTracker Software

Founded

1997

Country

United States

Website

www.protracker.com

Product Features

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

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

Alternatives

ProTracker RMD Reviews

ProTracker RMD

ProTracker Software, Inc.