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.
|
 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
Capital Calls Support |
Information Request