Category: RMD Calculator

As a financial advisor, how should I document social security?

4/27/2021

Good financial advising requires the advisor to know the client's life circumstances. Many Client Relationship Management (CRM) systems lack a social security section to document the client's projected or actual social security figures.

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Is Microsoft Outlook® a good CRM for a financial advisor?

4/20/2021

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Although Outlook is a well-developed product and nicely integrated with Microsoft Office®, the fields in Outlook are too limited to serve as a Client Relationship Management (a CRM system) for a financial advisor.

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ProTracker RMD Calculator Assistant was developed to take the headache out of calculating and tracking RMDs, which has become even more odious with the new SECURE Act. Our experience as advisors gives us a unique understanding of your needs, and our goal is to make your business more efficient.

To learn more about ProTracker Advantage® (CRM) for your firm, fill out our CRM evaluation form. We respond to all inquiries.

As a financial advisor, how should I document social security?

Is Microsoft Outlook® a good CRM for a financial advisor?

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