Advocate Capital, Inc. clients enjoy accessing their account information online by using the AdvoTrac® web portal. The portal allows our clients to initiate transactions, view case balances, pull reports, and manage their accounts 24/7.
AdvoTrac® is a proprietary software platform created by Advocate Capital, Inc. to track the lines of credit on a case-by-case basis.
We are working hard to bring a new enhanced AdvoTrac® web portal to life in the 3rd Quarter of 2021. The enhanced version includes many user-friendly benefits such as:
- Mobile Responsive Theme (Adjusts to the screen size viewing the website)
- Predictive Text Searching
- Retention of New Case Names Upon Initial Entry
- Security Enhancements with Two-Factor Authentication
- Preview Reports Before Exporting
- Easier Navigation on the Funding Request Screen
- Show/Hide Memo Field Option on Funding Request Screen
Clients will also have the option to toggle back and forth between the two interfaces for a few months.
Preview a brief video of our new enhanced portal by clicking here.
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