"ProTrak CRM software is an important component in Optima’s marketing and investor relations strategy. Five years ago we had a choice to make regarding which CRM software to use and I am glad we went with ProTrak for number of reasons. First and foremost, ProTrak understands our business because they have been in the “game” for a very long time. They know how to handle, process, and exchange financial information to keep advisors and their clients happy. Moreover, they were extremely accommodative when Optima needed some customization work done. ProTrak’s top-notch client support and engineering staff helped us to integrate our systems and CRM very quickly. Also, it is very important for us to have our database accessible and secure at all times and ProTrak offered solution which addressed our cyber-security and database ownership concerns. Lastly, I am pleased to see that ProTrak is evolving together with technology and financial industry. Our users now have access to ProTrak’s mobile solutions. All of this makes my job easy and keeps our marketers and clients happy."