Thursday, January 21, 2010

ProTracker Cloud™ Mobile CRM Tool Offers Leading Edge Security for On-the-Go Financial Advisors

ProTracker Software, Inc.,introduces ProTracker Cloud™, a hosted remote client relationship management (CRM) solution, built on the success of ProTracker Advantage®, an intuitive contact, client and practice management program designed by financial experts. 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.

Hampton, NH (PRWEB) January 21, 2010 -- ProTracker Software, Inc., 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.

Implementation:

 
  • Call 603-926-8085 for a quotation tailored to your specific needs.
  • Download a free, 30-day demo: www.protracker.com

About ProTracker Software, Inc.
Based in Hampton, NH, ProTracker Software was founded in 1997 to deliver intuitive software solutions, as well as critical security and compliance information, to the financial services industry. ProTracker Software continues to develop a variety of innovative business solutions and technologies to solve industry issues, improve efficiencies, and meet the ever-changing needs of the financial industry. For more information, please visit: www.protracker.com.

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