AdvisorShelf
AdvisorShelf / CRM / ProTracker

CRM

ProTracker

Cloud-based CRM that helps financial planners and wealth managers get more done.

Made by ProTracker Software, Inc. Visit ProTracker's website
Starting priceFrom $995/user/yr
One person: about $82.92 a month (our sum)
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “Whether you are a sole proprietor or ​multi-office firm”
Vendor says · source
Connections listedNone found
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What their website looks like

Screenshot of ProTracker's homepage
ProTracker's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Per concurrent user $995/user/yr
per user, per year
 Annual CRM licensing
Annual fee scales with users: $995 for 1 user up to $4,975 for 5; up to 1,000 RMD accounts per user.

Data conversion, import and installation service: starting at $1,000, one-time fee

Source: ProTracker Advantage product page (pricing section). Checked on the vendor's site, Oct 6.

Where ProTracker sits on price

ProTrackerOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

Connection cost: not stated on the ProTracker pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of ProTracker Software, Inc.'s site we read. Ask ProTracker Software, Inc. how account data gets into it.

Moving to ProTracker from another tool

What ProTracker Software, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names no tool

Their page says, in words we couldn't label: “Data Conversion, Import, and Installation Service: Starting at $1,000 (one-time fee)”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask ProTracker Software, Inc. about anything they leave out.

Checked on the vendor's site · Oct 7
ProTracker Advantage page

Leaving later

We couldn't find export instructions on ProTracker Software, Inc.'s site.Not found

Fits best if

Our judgement

We haven't assessed fit for ProTracker yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare ProTracker with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
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Wealthbox
From $59/user/mo
Checked on the vendor's site · Oct 6
Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile
View profile
Maximizer
From $65/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile

Corrections

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