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25+ Years in the investment industry = "Staying Power"

Staying Power

No other company has the longevity (over 25 years) or unblemished record of service to global investment managers as ProTrak.  From our New York and London offices, we provide high-level service that leads our clients to respond:

  • “The support is spot on and I always receive a prompt solution backed up by an explanation. I can’t fault it really.”
  • “The group is always available to answer questions and has helped troubleshoot issues into the wee hours.”
  • “Every time I get off the phone with the ProTrak support team I feel like I know the software better than before.”
  • “Great Support. Amazing job by the team. Perhaps one of the best support anywhere I have experienced.”
  • “The support from ProTrak has been fantastic.”
  • “Great robust CRM system with compete customization. In addition to amazing technical support.”
  • “ProTrak is extremely useful, reliable, and succinct.”
(Source:  2015 ProTrak Client Survey)

Keeping our product team, whose average tenure in the investment business is over 15 years, focused on global financial markets ensures we know your business intimately. 

There’s no need to compromise on a lesser CRM since ProTrak has developed a number of accounting system integrations.  This allows many of our clients to gain top-end capabilities for an investment firm’s two core systems:  portfolio/fund accounting and CRM.

ProTrak’s refined CRM functionality is the result of our deep collaboration with our global user community.  In fact, 83% of ProTrak’s accumulated features and functions originated from our clients.

Summing it all up, if your firm needs a full-featured CRM system from a company that you can be assured will be there when you need them, then ProTrak CRM is the choice for you.