"...From a strategic standpoint, ProTrak is a critical component of a much larger vision that includes streamlined processes, enhanced communications, and shared intelligence that drives success. We needed a solution that could scale with our growth. ProTrak was the one vendor we found to be up to the task. The application offered a feature-rich product, proven scalability, and displayed a professional service organization which was necessary to support our enterprise-wide deployment. ProTrak has made it amazingly easy for our sales reps to access and report on customer information very quickly."

"Having a CRM product that has been designed specifically for the investment management user makes ProTrak a valuable tool for our firm. It is very flexible and user friendly. We have always found ProTrak's management open and responsive to our ideas enabling, us to help inform its continued development."

"ProTrak International understands the nuances of the institutional investment industry. Their CRM system is an effective device for organizing one's marketing and client service efforts."

"…We needed a product that would track the full life-cycle of a relationship, from the initial contact with a financial advisor through the account referral and maintenance process. ProTrak’s ability to create multiple relationships among advisors, client portfolios, custodians and interested parties fit our needs exactly. We were concerned about converting more than seven years of information from our existing CRM product, but the planning, data conversion and implementation went as smoothly, actually more smoothly than I had hoped for. Finally, we have a single product, used throughout the firm, which allows us to share and update information quickly, monitor pending and completed activities across contacts and easily preserve critical communications with internal and external contacts.As Chief Compliance Officer, using ProTrak had some unanticipated benefits. During our last SEC audit, we found that by having ProTrak maintain accurate Activity logs with attached documentation, we were able to quickly provide the SEC examiners with answers to specific questions about accounts and transactions. It was like one stop shopping. We had emails, notes on phone conversations, copies of pdf files, scanned documents and notes on meetings all in one place - ProTrak. In several cases, simply printing the Client Profile with activities provided sufficient detail for the examiners. And when they asked for an attachment, we could provide that for them almost immediately.

In addition, having set up workflow templates to record activities for key events such as receipt of signed agreements, funding and authorization to begin trading, we had records of these events in a format that was clear and consistent across all accounts. This allowed us to show the links between our written account processing standards and actual events and records and provided a clear indication of the consistent application of our processing standards."

“We had been using our own in-house Sales Database System for many years but it was dated. We considered redeveloping the system but when we saw ProTrak we realised that it was exactly what we wanted. Now our sales team can use it while on planes and trains, our New York and Edinburgh offices remain in sync, and we get great productivity gains with the direct connections to email and calendar. Next step is the Blackberry interface ....ProTrak staff have been excellent – friendly, responsive and very knowledgeable on how to get ProTrak working in our environment. We had to migrate our data from our existing system and the ProTrak team were very thorough and professional.”

"For over 20 years I have bought, implemented and made extensive use of CRM systems for sales and marketing of investments and financial services. I was disappointed by weaknesses in turnkey systems and the cost and administration overhead associated with "high-end" systems. Our firm has implemented ProTrak over the past year and it has exceeded our expectations. I have found ProTrak to be the most effective CRM system that I have worked with in a broad range of applications. We use ProTrak in all areas of tactical and strategic marketing and it has become an essential component of our SEC compliance effort. Our team has found ProTrak fast, intuitive and robust. We benefit from ProTrak's flexible reporting and effective offsite synchronization capabilities. ProTrak support and responsiveness have likewise been outstanding."