ProTracker

Web-hosted CRM and RMD calculation and tracking software for advisors, accountants and TPAs

What it does

ProTracker Software makes two web-hosted products for financial professionals: ProTracker Advantage, a CRM, and ProTracker RMD, a required minimum distribution calculator and tracker. Buyers include financial advisors, wealth managers, accountants, third-party administrators and multi-office firms.

ProTracker Advantage tracks clients and their events, runs built-in workflows and task schedules, provides a firm-wide calendar and global or custom reports, and produces client net worth statements with growth charts. Both products calculate and track RMDs, including designated and successor beneficiary scenarios, with a dashboard that shows distribution progress across accounts. A developer API is offered.

The company is located in Hampton, New Hampshire. Each product is licensed at $995 per concurrent user per year, covering up to 1,000 RMD accounts per user, plus a one-time data conversion and setup fee starting at $1,000.

Best for

Serves: RIAs

Features

Client and event tracking
RMD calculation including beneficiary scenarios
RMD progress dashboard
Built-in workflows and tasks
Firm-wide calendar
Client net worth statements
Custom reports

Pricing and deployment

Pricing model: Per seat
Published pricing: $995 per concurrent user per year (up to 1,000 RMD accounts per user) for either ProTracker Advantage or ProTracker RMD; setup from $1,000 one-time
Deployment: Cloud