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You can easily customize ProTrak to meet YOUR needs

Have it Your Way!

ProTrak CRM is the industry-specific, fully-featured CRM that lets you configure the system to your needs and preferences. 

There is no “one size fits all” when it comes to CRM systems. 

While ProTrak comes configured to meet the needs of most professionals, our 25-plus years of experience working with institutional, investment, and/or wealth managers has shown each will use the system differently. 

With ProTrak CRM, your Administrator (a non-IT business user) can completely re-configure the user interface to meet your firm’s unique needs without involvement from IT resources. 

  • The ProTrak Administrator can “re-purpose” any existing data field, add new fields, remove existing ones, or completely rearrange each profile screen.  New data may include numeric, alphanumeric or user-defined pick lists.
  • The Admin can define “calculated” fields that will update automatically as new information such as accounting metrics is imported or updated. 
  • Each ProTrak user can personalize the screens to show only the information panels or dashboards relevant to his or her job responsibilities.