Products
ProTracker Releases Cloud CRM Software for Financial Advisers
ProTracker Software, Inc., announced the launch of ProTracker Cloud, a
hosted remote client relationship management (CRM) solution.
Reported by Ellie Behling
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.