ProTrak International, a recognized innovator and industry veteran, has been providing superior CRM software solutions to traditional and alternative investment managers for over 20 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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 Plan Sponsor Profiling
 Manage Consultant Relationships
 Imports From Portfolio Accounting System
 Support Regulatory / SEC Audits
 Automate Workflow Processes
 Powerful Ad-hoc Reporting
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 Manager Profiling
 Due Diligence Support
 Import E-mails & Organize Attachments
 Document Management and Control
 Institutional Sales & Marketing Support
 Track Investor & Manager Relationships
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 Investor Profiling
 Support Compliance Management
 HNW & Institutional Sales and Marketing
 Pipeline / Opportunity Management
 Investor Holdings and Transaction History
 Capital Calls Support
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