Biztrackr

Biztrackr simplifies paperwork and business tracking for financial advisors. Track everything about business and service items that go through your office - from paperwork requests to paid commissions. The dashboard lists all of your most recent business and service items. The business items flow through three main groups: paperwork requests, business tracking, and commissions.

New or updated items are highlighted, and all items show how long they have been pending. Track non-business services like client name changes, address changes, etc. Service items keep track of the client, service, optional account, and optional amount so nothing slips through the cracks. Reports are designed to be useful on screen or on paper.