THE SOLUTION IS SIMPLICITY

ProTrak International is the only CRM provider that caters exclusively to the Investment Management industry. Our products are tailored to your needs "out of the box", thereby minimizing costly and time-consuming industry-specific customization, and also significantly reducing the implementation period. ProTrak systems contain at least 95% of the data fields required by relationship management professionals, with the ability to change user-defined fields and labels, to satisfy the special needs of each department and/or organization. Incorporating contributions from many of our users over 15 years, and the industry-specific experience of our staff, ProTrak clients benefit from a continuously innovative and industry-specific solution. In one user-friendly view, sales and marketing executives, relationship managers, client service representatives and support staff, all have ready access to the information that they need.


FULLY INTEGRATED, CUSTOMIZED DATABASES

ProTrak was the first CRM system to integrate the investment industry's key directories into a single common user interface. We provide full integration and built-in functionality to manage data from many domestic and international directories. [more...]


FLEXIBLE AND ACCOMMODATING

ProTrak is a ready to use, industry-specific CRM system. ProTrak Advantage includes an optional Client Services module to allow for the management multiple account relationships, fee schedules, performance data, asset and holdings history, benchmarks and guidelines and other pertinent information. ProTrak is usually implemented as a stand-alone, complete CRM/SFA solution, though additional customization can be provided at any level. Functionality is available to automatically update any of the client related fields such as account and market values from your existing back-office portfolio accounting management systems. In addition, our staff has a wealth of experience in migrating existing data from a variety of platforms (including ACT, Access, Excel, proprietary in-house databases and other CRM systems), so that all your existing data can be transferred to ProTrak accurately and easily. [more...]


IN THE OFFICE OR ON THE ROAD

Whether you are located in your firm's head office or satellite office, working from your home office or traveling with your laptop, ProTrak is available to you. ProTrak is deployed in a variety of configurations:

1. ProTrak Enterprise Network - A network server license for users located in the main office of an organization (i.e. in offices which house the majority of the company’s data). These offices may need to share their relationship management data between in-house users and/or multiple offices, branches or satellite locations.

2. ProTrak Remote Network - A network server license for users who are located in a satellite or a branch office. These offices may want to maintain their data in their own locations, but synchronize it with the main office on a periodical, or "as needed" basis.

3. ProTrak Mobile - an add-on mobile license for users who work in either the main or a remote group office, and need to take their data on the road (offline).

4. ProTrak Remote/Mobile - for a single user representative who does not work in the main office and is not connected to a remote network. Typically he/she will have access to ProTrak on a mobile basis, and will periodically synchronize with the main or group office. [more…]


FULLY INTEGRATED WITH MS OFFICE AND MS WINDOWS COMPATIBLE APPLICATIONS

ProTrak fully supports MS Office applications such as Word, Excel, and PowerPoint. The system integrates with, and allows you to attach and launch, any MS Windows supported file format, including Outlook, Adobe Acrobat, video and sound files. This feature is recognized as a major productivity enhancement, as well as a key relationship management tool. Users always have key prospect and client information at their fingertips (agreements, contracts, letters or e-mails sent and received, etc.), regardless of who generated the information.



MANAGE YOUR THIRD PARTY AND CONSULTANT RELATIONSHIPS

ProTrak contains a link to your Consultant and Associated Company databases, facilitating ease of communication with pension consultants and other third party intermediaries. The system helps you easily manage third party, consultant, and inter-company relationships using a many-to-many relationship model. Clients and prospects can be associated with, and linked to, any number of other firms such as consultants, trustees, brokers, affiliates or subsidiaries. For example, a client might be associated with a bank, where the bank is acting as a Custodian. In another situation the same bank might be associated with another client as a Master Trustee. Individual contacts can also be linked to many organizations or firms via ProTrak. For example, a CFO at one company may be associated with a Foundation, where he is a Trustee, and associated with yet another Corporation where he is a Director. Notes, activities and follow-ups can be attached to more than one company or contact, or to the appropriate consultant, without having to enter the data twice.

A unique feature of ProTrak is the ability to automatically generate multiple activities or follow-ups, and to link one activity to the next, so that the source of each entry can be quickly found. This creates a “chain” of activities and follow-ups in chronological order, as the tasks are completed by the user.

Individual contacts or companies listed in ProTrak are able to have any number of addresses, phone numbers and other contact details assigned to them, and an unlimited number of consultants and associated companies can be linked to any prospect or client, to facilitate easier communication.



EASY MASS COMMUNICATION AT YOUR FINGERTIPS

ProTrak allows you to quickly and easily create and distribute mass communications. Custom letters, form letters, e-mail and faxes can be generated directly from ProTrak, to any number of contacts. The associated documents (and any attachments) are automatically posted to each company and/or contact as an activity for historical reference. Mass email is automatically launched via Outlook or Lotus Notes, with each email saved in both ProTrak (as an Activity) and in Outlook/Lotus Notes (in the Sent folder), in order to avoid having to enter data in two places.



TARGET PROSPECTS AND PERFORM MARKET ANALYSIS EASILY

ProTrak utilizes a powerful query engine within a very user-friendly interface. You can generate custom reports within ProTrak or choose to export query results to Excel or a report writer such as Crystal Reports. The query engine includes the ability to link outside files such as performance data or market valuations to ProTrak Advantage database. Once linked, reports or customer mailings can be generated on the combined data. Industry marketing directories such as Nelson's and MMD can also be queried, making it easy and efficient to target industry prospects. ProTrak's unique filtering capability allows further targeting with one single click of the mouse.




POWERFUL TECHNOLOGY FOR UNLIMITED USERS

ProTrak Advantage uses Multi-Tier Architecture based on DCOM and ADO, where the Business Rules are separated from the Data Base and the Client. This allows for a lower cost of ownership and better scalability. It also means a more open environment using proven technology - MS-SQL 7.0 or 2000. The Multi-Tier Architecture utilizes load balancing by creating multiple application servers. This option may become very important as some organizations grow, scaling up their small / medium user base to a large user base. The use of this technology enables the ProTrak team to develop a new front-end, thereby allowing clients to access their information in the ProTrak database through the Internet browser.

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