ProTracker unveils cloud mobile CRM tool

Source: ProTracker Software

ProTracker Software, a long-time solution provider for the financial services industry, is on the leading edge of security with its introduction of ProTracker Cloud, a hosted remote client relationship management (CRM) solution.

ProTracker Cloud builds on the success of ProTracker Advantage, the intuitive contact, client and practice management program designed by financial experts.

ProTracker Cloud provides a hosted solution that includes the ProTracker Advantage client relationship management system, Microsoft Office 2007 (MS Word, MS Excel, MS PowerPoint), and Microsoft Outlook for e-mail. All of these powerful programs come standard with ProTracker Cloud and are accessible using a Web browser.

Busy on-the-go financial advisors can now connect with secure access to their client and appointment information anywhere, 24/7, from their laptop. ProTracker Cloud encompasses complete data security through two-factor authentication: 1) Username and a strong password, plus 2) a physical security key similar to a car door clicker. Financial professionals can be confident about meeting crucial regulatory information security program requirements.

"Without security there is no privacy," says Warren J. Mackensen, President of ProTracker Software. "Many states have enacted privacy laws that require a written information security program. Few people truly understand the vulnerabilities on the Internet. ProTracker Cloud covers these exposures with two-factor authentication to ensure complete data security."

ProTracker Cloud simplifies customers' information technology support requirements by providing professional software installation, 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.

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