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ProTrak Advantage is the Complete Investor Relationship Management solution (IRM) for hedge fund managers. ProTrak's out-of-the-box solution is the culmination of over 20 years experience satisfying the unique needs of institutional investment managers. ProTrak consolidates information from your accounting system and inputs from your 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.

• Maintain detailed investor profiles
• Provide a consolidated view of all prospect/client information
• Track & manage opportunities in the sales pipeline
• Assemble management and sales analysis reports
• 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
• Simplify document management
• Streamline the 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 historical record of all prospect/client interactions
• Improve investor communications and support
• Automate tracking & filing of investor correspondence – reports, documents, emails, etc.
• Support regulatory compliance and pass SEC audits with flying colors
• Streamline investor reporting and service requests
• Automate capital call mailings and capital distributions
• Import your investors' fund holdings and their redemptions/subscriptions from your administrator
• Automate mailing of K1s, quarterly letters and other investor communications while storing for audit compliance and instant follow-up access
• Link reports and documents to investor 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
• Use automated email folders to effortlessly add targeted email activities to the ProTrak database

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.

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