Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Boost productivity and output in manufacturing, assembly, packaging, and kitting operations by 10 to 30 percent through the use of real-time analytics and performance management. Leverage immediate performance insights for precise labor planning, assessing progress, and taking action, while providing coaching that fosters daily performance and ongoing enhancement. Enhance driver efficiency with tools that enable you to establish accurate delivery expectations and monitor performance, thereby achieving the lowest possible cost per stop. Streamline your delivery fleet along with the visibility required to address crucial performance inquiries. ProTrack empowers floor managers to oversee their entire operation in real-time from a single interface. This innovative solution eliminates the need to navigate through numerous screens and reports to efficiently manage your business, ultimately saving time and resources. Furthermore, it promotes a more cohesive workflow that can adapt to changing demands and challenges in the manufacturing landscape.
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
No
API Access
Has API
No
Integrations
Black Diamond Wealth Platform
No
ByAllAccounts
No
Charles Schwab
No
Envestnet | Tamarac
No
Fidelity
No
Microsoft Outlook
No
MoneyGuide
No
Morningstar Advisor Workstation
No
ProTracker RMD
No
SunVox
No
Integrations
Black Diamond Wealth Platform
Yes
ByAllAccounts
Yes
Charles Schwab
Yes
Envestnet | Tamarac
Yes
Fidelity
Yes
Microsoft Outlook
Yes
MoneyGuide
Yes
Morningstar Advisor Workstation
Yes
ProTracker RMD
Yes
SunVox
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$895/user/year/1,000 RMDs
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
TZA
Founded
1984
Country
United States
Website
www.tzaconsulting.com
Vendor Details
Company Name
ProTracker Software
Founded
1997
Country
United States
Website
www.protracker.com
Product Features
Workforce Management
Budgeting & Forecasting
No
Contractor Management
No
Employee Lifecycle Management
No
Labor Projection
Yes
Performance Appraisal
Yes
Recruiting Management
No
Scheduling
Yes
Skills Tracking
Yes
Time & Attendance
No
Variable Workforce
Yes
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No