WorthMark Financial Services Delivers New Advanced
Sales Tracking System to Members
WorthMark Financial Services, a leading provider of securities, investment and
financial services products and planning, has announced the delivery of their
new on-line WorthMark Client Tracker System.
The WorthMark Tracker is a specialized financial services CRM system that
provides WorthMark's professional partners with the ability to track their
clients' progress through the financial services process. This dynamic and
unique system allows professional partners to remain in touch with their
clients' financial needs while providing the financial advisor a resource to
organize and manage their respective clients. The WorthMark Tracker creates a
conduit for maintaining a well-informed and mutually-beneficial partnership
between the professional and financial advisor.
"Our new system allows WorthMark to automate the solutions process by providing
on-line securities blotter reports, product transmittal forms and specific
client-commission information," said Gary Vouk, WorthMark's implementation
manager. "Our professional clients can quickly see what's happening in the
channel and see the value that WorthMark provides".
According to Jim Peterson, managing director of WorthMark Financial Services,
"WorthMark's Financial Advisor Affiliates have long held an unmatched
reputation in all areas of financial services, but with the addition of the new
WorthMark Tracker system, members can extend that reputation by providing their
professional-firm clients with even greater sales support."
The WorthMark Tracker is an exclusive service available to WorthMark affiliates
and partners on a protected, members-only web site.
About WorthMark Financial Services
WorthMark (www.worthmark.com), through its nationwide network of affiliated financial services
providers, provides services to individual investors, businesses and consumers
in the areas of securities and investment products, sales, financial planning,
group employee benefits, insurance services and portfolio management.
About pTeraDac Corporation
pTeraDac Corporation (www.pteradac.com),
a provider of advanced Internet web systems, delivers design, development and
hosting services in support of client's sales, marketing and business systems.
pTeraDac specializes in solutions and products for the insurance and financial
services markets.
