Workflow Management for Financial Advisors

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.

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.