ProTrak provides investment managers with the essential tools needed to grow assets and deliver effective, personalized client service

Asset Management CRM for Institutional Managers

ProTrak’s CRM software began over 25 years ago as an industry-specific sales, marketing, and service platform for buy-side institutional investment professionals.  As a comprehensive solution, ProTrak CRM satisfies the unique CRM needs of  front- and back-office investment professionals.

Client Services

ProTrak provides the essential tools that let asset managers deliver effective, personalized service to their clients while meeting essential compliance standards.

  • All your client’s data revolves around your client’s core profile that adapts to each user’s particular preferences and work methods.
  • This core profile delivers at-hand and integrated data access to client accounts, as well as consultant, advisor, and other third-party relationship profiles.
  • Client statements and reports, in the form of .pdfs, can be customized with watermarks and distributed within a single mass communication function.
  • Intricate client relationships are managed via an interconnected visual interface.
  • Client account measures such as guidelines, billing, restrictions, and product/benchmark performance are all maintained as needed.
  • Workflow automation is used for efficient client on-boarding and high-quality client services.
  • Provide your road warriors with mobile access to core CRM functionality.

Sales and Marketing

With ProTrak’s sales management tools you will greatly leverage your business development team’s efforts. 

  • Accurately and efficiently manage RFPs with automated workflows.
  • Entering a meeting or call note (or editing an existing entry) will automatically update the comprehensive pipeline opportunity report.
  • Easily enter notes for activities and follow-ups with a highly-efficient interface. (Note:  emails and associated documents are automatically handled.)
  • Create and manage email marketing campaigns with ProTrak’s robust mass communication functionality.
  • Quickly produce customized reports to mine your data for sales opportunities.
  • Provide your road warriors with mobile access to core CRM functionality.
  • See business insights at a glance with the graphical and effective management dashboard presenting widgets from the opportunity pipeline to client/prospect summaries to productivity measures.
  • Manage and record communication with invitees and respondents with full integration to Outlook’s Meeting Invite services.

Management

The management reporting and tracking tools in ProTrak are essential elements of your management toolkit.

  • Automated email alerts (with associated notes) sent to pre-set distribution lists for important business activities and events.
  • See in a single glance the completed work of the entire team; a simple click of a button lets you see the planned follow-ups.
  • Use the comprehensive query and custom-reporting system for monitoring pipeline activity, tracking account valuations, and gaining important insights into your business.
  • Run queries to ask questions about your prospect and client universes with built-in calculations providing summarized data for quick insights.
  • Review specialized production reports for a clear view of business opportunities and risks.