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Workflow Management for Financial Advisors

3/10/2022

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Providing consistent client support is always a challenge, especially when clients are segmented according to their needs. ProTracker Advantage provides financial advisors with a robust workflow management capability.
​Workflows comprise a collection of tasks that should be performed in a certain order to accomplish a specific client service. Workflow templates are saved in a workflow library for everyone in the firm.
Workflows may be downloaded, and new workflows can be created with ease. In addition, existing workflows can be modified to fit unique circumstances, further adding to the firm’s library of available workflows.
Workflow Library for financial advisors
With the announced retirement of Junxure CRM, ProTracker Advantage can fill the workflow management void. Click for more information about migrating your current CRM to ProTracker Advantage.

Request an online meeting to see a demo of our required minimum distribution (RMD) calculator and tracking system within ProTracker Advantage.
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    Author

    Warren J. Mackensen
    Company president and experienced 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.
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