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ProTrak Advantage is the Complete CRM solution for traditional long only or long/short managers. ProTrak's out-of-the-box CRM 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 client 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.

• Create detailed plan sponsor 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
• 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 historical record of all client interactions
• Improve client communications and support
• Streamline client reporting and service requests
• Automate tracking & filing of investor correspondence – reports, documents, emails, etc.
• Support regulatory compliance and pass SEC audit with flying colors
• Record fee structures and investor terms by account
• Track performance vs. benchmarks
• Maintain guidelines and restrictions data
• Improve workflow management and productivity with automated workflow processes for repetitive tasks
• Link reports and documents to client records for easy access
• 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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