ProTracker Releases Cloud CRM Software for Financial Advisers

ProTracker Cloud builds on the firm’s ProTracker Advantage product, a practice management program, by providing a hosted solution including the ProTracker Advantage CRM, Microsoft Office 2007 (MS Word, MS Excel, MS PowerPoint), and Microsoft Outlook. The solution is accessible through a Web browser, according to the firm.

The solution uses a two-factor authentication for security purposes. Advisers will be asked for a username and strong password, as well as a physical security key similar to a car door clicker. The firm said the offering provides maintenance and updates with nightly data backups and technical support.

With the hosted Microsoft Exchange Server option, ProTracker Cloud supports personal digital assistants (PDAs) and smart phones, such as a Blackberry, iPhone, Palm Treo, or Windows mobile device.