The CRM Solution for Investment Management Professionals

Trusted by investment managers for over 25 years, ProTrak International is MORE than a technology company – we are a RELATIONSHIP firm and we understand your business.

Staying Power!

ProTrak is uniquely qualified to be your CRM partner.  We have been serving global institutional investment managers from our New York and London offices for over 25 years.  ProTrak CRM is our only product and, with our staff’s in-depth industry knowledge, we truly understand your business.
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Manage Business Risk

Manage your sales opportunity pipeline, analyze redemption requests, manage liquidity, improve investor relations and ensure due diligence and regulatory compliance.  Be prepared for SEC audits.  ProTrak is an essential element of your business-risk toolkit.
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Have it Your Way!

With ProTrak CRM, you configure the system to meet your firm’s preferences, without needing your internal or external IT resources.  We have been in this business long enough to know that every firm has its own defined processes.   Let us show you how ProTrak CRM molds to your firm.
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