Erica Pauly

Since its inception in 2015, Track That Advisor has grown substantially and is now the industry's leading Data analytics company. Not only do we have a tracking platform for clients, but we assist in keeping data clean, help build accurate reporting models and then take it a step further and coach on the data. We step into the gap between HAVING good data and UNDERSTANDING your data. Most platforms can get someone a report, but lack the educational piece to help Advisors understand what the data means or how to make decisions from it. Track That Advisor is leading the way in this field.