ProTrak Tour

 Print this page

ProTrak Advantage is the Complete Investor Relationship Management solution (IRM) solution for Fund of Hedge Fund managers. ProTrak consolidates information from your administrator or prime broker and inputs from your own staff into one centralized database of information that is critical to growing AUM and managing investor relationships. The ProTrak Advantage CRM solution is packaged in a very user-friendly interface where individual users can easily customize their view of the information to meet their own needs.

ProTrak Advantage has been specially tailored to the needs of Fund of Hedge Funds with the addition of a "Manager Profiles" to support the due diligence process for their manager universe.

• Maintain detailed investor profiles
• Provide a consolidated view of all prospect/client information
• Track & manage opportunities in the sales pipeline
• Easily create queries/ad-hoc reports to “slice & dice” your data
• Manage complex relationships between investors, consultants and other third parties
• Provide easy access to US, UK and International Institutional Pension Funds information to increase leads
• Track private equity/real estate deals
• Use automated workflow processes to increase productivity
• Support compliance, email retention and due diligence
• Support document management
• Streamline RFP tracking process
• Create and manage email/mail campaigns with automatic generation of mail activities and follow-ups
• Utilize BlackBerry, access via web browser and use in standalone mode via laptop

• Maintain extensive manager profile and fund detail data
• Track manager performance
• Maintain historical record of all manager interactions
• Control all manager email and document exchange
• Customize manager profiles separately from investor profiles
• Improve manager communication and workflow processes
• Allow direct input from managers

• Maintain historical record of all prospect/client interactions
• Improve investort communications and support
• Streamline investor reporting and service requests
• Automate tracking & filing of investor correspondence - reports, documents, emails, etc.
• Support regulatory compliance and pass SEC audit with flying colors
• Import your investors' fund holdings and their redemptions/subscriptions from your administrator
• Instantly view fund investors
• Automate mailing of K1s, quarterly letters and other invesotr communications while storing for audit compliance and instant follow-up access
• Link reports and documents to client records for easy access
• Track notifications of redemptions and subscriptions
• Track liquidity, lock-up dates and gates
• Record fee structures and investor terms by fund
• Improve workflow management and productivity with automated workflow processes for repetitive tasks

ProTrak Advantage is fully integrated with MS Outlook e-mail, contact and calendar functions. E-mail support for Lotus Notes and GroupWise is also provided.

[top]