Biztrackr

Biztrackr is a web-based platform designed to streamline and simplify the paperwork and business tracking processes for financial advisors. We understand the challenges of managing client information, tracking investments, and staying organized in a busy financial environment. That's why we built Biztrackr - to help you work smarter, not harder.

1. Business Tracking

• Easily track paperwork requests, investments, and commissions from receipt to completion.
• Add investment information like fund sources and required forms for full transparency.
• Add notes to keep everyone in the loop and ensure smooth communication.

2. Service Tracking

• Keep track of non-business services like client name changes, address changes, and more.
• Quickly and easily log service details, client information, and associated fees.

3. Reporting & Analytics

• Generate comprehensive reports on pending business tracking, new assets under management, archived items, commissions, and service items.
• Gain valuable insights into your business performance and optimize your workflow.

Who We Are

Biztrackr is developed and maintained by Sypher Technology, Inc., a software development company based in Louisville, Kentucky. Our team of experienced developers is passionate about creating innovative and user-friendly solutions that solve real business challenges.

Our Mission

Our mission is to empower financial advisors with a powerful and intuitive tool that simplifies paperwork management, streamlines business tracking, and enhances efficiency. We believe in providing exceptional customer service and building long-lasting relationships with our clients.