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With 25+ years of service, ProTrak is the premier provider of CRM solutions to the traditional and alternative investment community

Company Overview

Founded in 1988 for the singular purpose of delivering a client relationship management (CRM) solution tailored to the needs of institutional asset managers, ProTrak International has not deviated from this strategy.  ProTrak, a privately-owned company, has made ongoing and substantial investments to continuously enhance our CRM platform to meet changing technology, market, and regulatory mandates.  The principals and senior staff, each with extensive investment industry expertise, have the savvy to quickly interpret change and apply highly-tailored solutions.

Market research in the late 1980s showed that there was no CRM technology solution that addressed the unique needs of institutional investment managers.  ProTrak CRM emerged with a focused CRM platform developed from the ground up to meet the complex relationship structures common in this industry.  In particular, since the investment managers had to deal with “client-facing” pension consultants, brokers, custodians and other advisory relationships in their fundraising and investor relations activities, it was determined that a multi-tiered, “many-to-many” relationship architecture was needed.

As a major innovator in the field, ProTrak Advantage has continuously evolved from ideas and feedback given to us from our world-class clientele:  hedge funds, fund-of-hedge fundsprivate equity firms, and traditional institutional managers.  Indeed, 83% of the accumulated features directly respond to our clients’ operating, marketing, technology, and business needs.

The privilege of over 25-years’ experience leads us to the lofty position as the investment industry’s standard bearer in not just producing CRM features and functions, but delivering a high ROI that makes each client’s ProTrak installation a valuable investment.