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Private Wealth Daily

Alternatives to ProTracker

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. Read the ProTracker profile.

10 vendors in the same categories, closest match first.

Advisors Assistant

Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents

  • Broker-dealers
  • Insurance

CRMPer seat

intelliflo

Practice management and advice software for UK and Australian financial advisers

  • RIAs

CRMCustom quote

Quivr

Salesforce-based CRM and workflow engine built for RIA advisors and operations teams

  • RIAs

CRMSubscription

Altitude CRM

AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing

  • RIAs

CRMPer seat

Intapp DealCloud

Deal, relationship and distribution CRM for private capital firms and family offices

  • Family offices
  • Asset managers

CRMCustom quote

Maximizer

CRM with a financial services edition for advisors and dealers

  • RIAs
  • Broker-dealers

CRMPer seat

Satuit Technologies

CRM and investor portal for asset managers and wealth firms

  • Asset managers
  • Family offices
  • RIAs

CRMPer seat

WealthY

Canadian-hosted CRM, client portal and AI meeting platform for dealers, wealth firms and advisors

  • RIAs
  • Broker-dealers

CRMPer seat

Affinity

Relationship-intelligence CRM for private capital firms, including family offices making direct investments

  • Family offices
  • Asset managers

CRMPer seat

Tick up to three vendors to compare with ProTracker.
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