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Wealth Utilities

ProTracker

ProTracker: Streamlining RIA Operations through CRM.

"ProTracker is a comprehensive CRM solution designed to streamline operational workflows for Registered Investment Advisory (RIA) firms. It provides tools for managing client interactions, automating tasks, and improving overall efficiency. RIAs use ProTracker to centralize client data and enhance operational control."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #56 in Wealth Utilities
Validated Adoption
353 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Contact management and segmentation
Automated task workflows
Client communication tracking
Reporting and analytics
Integration with other wealthtech tools

Primary Use Cases

Client relationship management
Workflow automation for compliance tasks
Tracking client interactions and communications

Agentic Intelligence Briefing

"ProTracker is a CRM platform that helps RIAs manage client relationships and streamline operations through automation and centralized data management."

Real-time Forensic Synthesis

Competitive Strengths

Strong CRM functionality
Designed specifically for RIA operations
Potential for improved workflow efficiency

Adoption Hazards

Lack of pricing information hinders complete evaluation
Website unavailable limits detailed feature assessment

Stack Compatibility Profile

How ProTracker integrates into institutional RIA stacks.

353 Firms Analyzed
Riskalyze Online
41%
Stack Correlation
Nitrogen Wealth
39%
Stack Correlation
ROL
33%
Stack Correlation
NDEX
30%
Stack Correlation
Elements Financial Planning
29%
Stack Correlation
Morningstar Office
25%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent and enterprise RIAs seeking CRM solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Redtail CRM
2Wealthbox
3Salesforce Financial Services Cloud

Value Proposition

"ProTracker offers RIAs a focused CRM solution designed to streamline operations and enhance client relationships."

Audit Your RIA Stack

See how ProTracker fits into your overall tech efficiency score.

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Acclivity

AI-powered client engagement for modern RIAs.

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AdvicePay

AdvicePay: Modern billing for modern financial advisors.

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