Read ProTrak's December Newsletter to Understand Why We Produce the Most Innovative CRM for the Investment Industry

More than CRM | Achieve a High ROI


photoClient Data Security:   Cloud-Computing Issues

Cloud-based computing offers many operational advantages but delegating control of a high-end investment firm’s client data to an unaffiliated vendor poses a significant business risk. A private cloud offers both efficiency and needed control. [Learn More]




forefinger balancing sand clockWorking Hard for You:  ProTrak’s New 10.0 Version

Investing has changed dramatically in ProTrak’s 25+ years serving this industry with a comprehensive CRM solution.  We have a high distinction to present new features and functions in ProTrak Advantage’s Version 10.0 release. [Learn More]




folder with golden lockTrade Secret Protection:  Valuing Your Information

An investment firm’s operations, methods, history, analyses, and content represent trade secrets.  When these secrets are stolen by ex-employees, vendors, or consultants, a firm suffers real competitive and financial pain.     [Learn More]




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Feature Focus Training Session:  Trade Secret Protection

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