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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.
Description
Techysquad is a company that focuses on providing innovative fintech and technology solutions, particularly in areas like Forex CRM, Prop Trading CRM, and brokerage technology, along with web development, SEO, and AI visibility enhancements. Our primary CRM platform is designed to assist forex brokers and prop firms in overseeing the entire client journey, which encompasses lead management, onboarding of traders, KYC verification, and integration with MT4/MT5/cTrader/TradeLocker/Ark Trader, as well as managing IB/affiliate relationships, reporting, and ensuring client retention.
In addition, we deliver tailored Prop Trading CRM solutions that facilitate the management of funded trader initiatives, tracking challenges, handling payouts, and analyzing trader performance metrics. Our extensive range of services also features PAMM and trade copier solutions to meet diverse trading needs.
Furthermore, Techysquad excels in providing bespoke web development, automation solutions, and API integrations, along with digital growth services that incorporate SEO, AEO, GEO, and backlink strategies aimed at enhancing online visibility across various search engines and AI platforms.
Our distinct advantages include round-the-clock customer support, rapid deployment, a scalable infrastructure tailored to evolving needs, and adaptable customization options that do not incur additional fees. By leveraging these strengths, Techysquad ensures that clients receive comprehensive and efficient solutions to meet their business objectives.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Ark Trader
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
Integrations
Ark Trader
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
Free Version
Pricing Details
No price information available.
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
ProTracker Software
Founded
1997
Country
United States
Website
www.protracker.com
Vendor Details
Company Name
Techysquad
Founded
2013
Website
techysquad.com
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
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
