Awell-established product for independent advisors is moving to a platform that will provide increased flexibility and may attract new categories of users.
ProTracker CRM software has a long and illustrious history among independent advisors. The software was developed in 1996 by Warren Mackensen for his fee-only financial planning firm, Mackensen & Co., and was demonstrated to other advisors that same year. For a number of years, ProTracker was popular among independent advisors, but in recent years its luster has faded. In fact, in the 2012 Financial Planning Tech Survey, only 2% of respondents were using ProTracker as their customer relationship management tool.
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