Print this page

July 22, 2008, ProTrak International Announces the Release of ProTrak Advantage CRM 5.0

PRESS RELEASE:

Tuesday, 22 July, 2008

New York, NY, July 22, 2008 – ProTrak International announced the release of ProTrak Advantage CRM 5.0. This newest release of ProTrak's popular CRM platform for Investment Managers, Hedge Funds, FoHFs, and Private Equity firms includes many new features that greatly enhance user’s experience and overall functionality of ProTrak’s out-of-the-box CRM solution.

"A major emphasis of our effort for this release has been the addition of new “tools” that give end users more control over their ProTrak desktop without requiring IT support", said Simon Koziel, ProTrak's President.  Some of the main enhancements included in the 5.0 release are:

• Clients may now completely customize the look and feel of their ProTrak screens.  The ProTrak client Administrator can add new user defined data fields, including look-up lists, numeric, text and memo fields.  In addition, fields may be removed and / or the entire screen layout re-arranged.

• The Sales Opportunity Pipeline has been extended to allow automatic creation or updating of multiple opportunities from a single Activity Note.

• The e-mail import functionality has been extended to let users easily store multiple e-mail attachments into their corporate document management structure.

• Users can now associate Activity Notes directly to client's investment accounts and the manager funds they are tracking.  With this enhancement, ProTrak users can identify all of the Activity touch points that are relevant to a specific account or fund by using ProTrak's built-in "one-click" filters.

• Additional pre-formatted reports and graphs have been added in ProTrak Advantage 5.0.  Examples include asset-related reports (assets by product, region and investor type), account holdings (ERISA holdings and account / share class holdings by fund) and pipeline opportunity reports (opportunities by product / fund, region and salesrep).

• The Account Holdings and Transaction History feature has been greatly enhanced to include historical holdings, new fields for tracking accounting system data and additional import wizards for accounts and fund terms.

• In addition, the ProTrak 5.0 user interface includes several new, strategically placed one-click icons that will greatly improve user experience and ease-of-use.

"Advantage 5.0 is a major release”, said Simon Koziel, ProTrak's President.  “It includes over 75 enhancements that greatly increase user functionality and ease-of-use. ProTrak Advantage is certainly the CRM solution of choice today for many of the world's top investment managers, hedge funds, fund-of-hedge funds and private equity firms.

About ProTrak International, Inc.
ProTrak, a recognized innovator and industry veteran, has been providing best-of-breed client relationship management (CRM) solutions to the investment management community for over 20 years.  ProTrak has the only CRM software suite that fully serves the needs of both traditional and alternative investment managers. The ProTrak Advantage CRM system improves the effectiveness of client service, sales & marketing and research teams by providing tools for managing the complex, multi-dimensional relationships common to the investment management industry. ProTrak’s global client base manages in excess of $1 Trillion in assets and employs over 1,000 professionals.  For more information visit www.protrak.com.

[top]