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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

You deserve a system specifically created to adapt to the dynamic demands of ongoing education! You will outline an effective workflow that caters to both staff and learners. You identify the necessary features that align with your requirements and target audience. The CME Tracker staff edition encompasses all PARS and JA-PARS data, providing guidance through the ACCME criteria, as well as the validation and processing of the PARS file essential for ACCME compliance. The event application module is a completely tailored solution for your event application procedure, enabling oversight and approval by your office. This comprehensive workflow, from pre-application to final approval, facilitates the sharing of references, information, and explanations for applicants to ensure a thorough data collection process. Automatic functions can identify required information based on user responses. Customers of CME Tracker benefit from having all their information centralized, with the added convenience of linking external documents directly to their tracker, thereby enhancing the overall experience. This seamless integration ensures that all stakeholders have the necessary resources and information at their fingertips, streamlining the entire educational process.

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

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$761 per year
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

Coordinator's Choice

Country

United States

Website

www.cmetracker.com

Vendor Details

Company Name

ProTracker Software

Founded

1997

Country

United States

Website

www.protracker.com

Product Features

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

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