Madison Investment Advisors chose ProTrak because of the firm’s dedication to the investment management business. The staff knows our business; they understand the needs of a multi-channel client service and distribution model. Based upon their breadth of experience in the industry, they guided our initial screen layouts to match our needs and their diligence in managing our complex migration from our legacy CRM was impressive. ProTrak’s professional and knowledgeable staff has continued their dedication to helping us transform our employees, utilizing the power of ProTrak to maximize their efficiency in performing daily tasks. ProTrak is also helping us move our executive team into a new phase of knowledge, allowing for real measurement of client service and business development effectiveness. In all, ProTrak is the reason our new mantra is “work smarter.”