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Testimonials
"...We needed a product that would track the full life-cycle of a relationship..."
Andrew Myers
Chief Operating Officer
Breckinridge Capital
Read More ...
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ProTrak International, a recognized innovator and industry veteran, has been providing superior CRM software solutions to financial services firms, including traditional and alternative investments managers for 25 years.
Our specialized industry focus and years of experience solving problems in the investment community uniquely qualifies ProTrak Advantage CRM as the best-of-breed software for Asset Managers, Funds of Hedge Funds and Hedge Funds / Private Equity firms.
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Asset Managers |
Fund of Hedge Funds
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Hedge Funds/Private Equity |
 Plan Sponsor Profiling
Manage Consultant Relationships
Imports From Portfolio Accounting System
Support Regulatory / SEC Audits
Automate Workflow Processes
Powerful Ad-hoc Reporting |
Manager Profiling
Due Diligence Support
Import E-mails & Organize Attachments
Document Management and Control
Institutional Sales & Marketing Support
Track Investor & Manager Relationships |
Investor Profiling
Support Compliance Management
HNW & Institutional Sales and Marketing
Pipeline / Opportunity Management
Investor Holdings and Transaction History
Create Watermarked PDF Reports |
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Click here to view and download the white paper "Technology Support for SEC Registration and Compliance". |
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