ProTrak clients find that having a CRM solution specially designed for them simply makes life easier!!


Resource Management Service (RMS) has experienced tremendous growth over the past 68 years with a client base and underlying business that has become ever more complex. These dynamics required the implementation of a robust, yet sophisticated and user friendly CRM system that our employees could learn quickly, but would fit the needs of a multi-billion dollar investment business. Additionally, we required a system that was flexible enough to fit the needs of the timberland asset class. For RMS, ProTrak fulfilled these requirements and more, all while providing personalized user support that was responsive and dependable. We were able to fully implement and roll out ProTrak to our userbase after only a few months. ProTrak is now viewed as a critical system by the RMS Investment Management team and, in many ways, is helping us be more organized and brings more value than we could have anticipated.”


Daniel Crawford

Business Development

Resource Management Service

"ProTrak CRM software is an important component in Optima’s marketing and investor relations strategy. Five years ago we had a choice to make regarding which CRM software to use and I am glad we went with ProTrak for number of reasons. First and foremost, ProTrak understands our business because they have been in the “game” for a very long time. They know how to handle, process, and exchange financial information to keep advisors and their clients happy. Moreover, they were  extremely accommodative  when Optima needed some customization work done. ProTrak’s top-notch client support and engineering staff helped us to integrate our systems and CRM very quickly. Also, it is very important for us to have our database accessible and secure at all times and ProTrak offered solution which addressed our cyber-security and database ownership concerns. Lastly, I am pleased to see that ProTrak is evolving together with technology and financial industry. Our users now have access to ProTrak’s mobile solutions. All of this makes my job easy and keeps our marketers and clients happy."


Arnold Rozenvasser

Managing Director, Systems

Optima Fund Management

Madison Investment Advisors chose ProTrak because of the firm’s dedication to the investment management business.  The staff knows our business; they understand the needs of a multi-channel client service and distribution model.  Based upon their breadth of experience in the industry, they guided our initial screen layouts to match our needs and their diligence in managing our complex migration from our legacy CRM was impressive.  ProTrak’s professional and knowledgeable staff has continued their dedication to helping us transform our employees, utilizing the power of ProTrak to maximize their efficiency in performing daily tasks.   ProTrak is also helping us move our executive team into a new phase of knowledge, allowing for real measurement of client service and business development effectiveness.  In all, ProTrak is the reason our new mantra is “work smarter.” 


Carol J. Vander Sluis

Vice President

Madison Investment Advisors

I have used ProTrak as my preferred CRM at the asset management arm of a bulge bracket bank, at an emerging hedge fund, and currently at an alternative investment management firm. One of the biggest differentiators for me versus other competing CRM’s is that ProTrak was developed specifically for the investment management business, so it makes managing the client engagement process (which is very different from selling software or widgets) easy and intuitive. Additionally, in my experience many CRM’s will often take way too much time to enter data and load pages (this is supposed to be productivity enhancement software, not an exercise for senior management – right?!); ProTrak allows me to multitask without bogging down my computer. The core team at ProTrak has been together for years and really get the investment management business. I can’t say enough nice things about the integrity and quality of the product and the team.” 


Vincent Thompson, CFA

Director of Investor Relations & Marketing

ParPlus Partners, LLC

Over the years I have used various CRM solutions, even building my own CRM years ago.  I adopted ProTrak when I joined my current firm as Head of Business Development, with initial intentions of switching to a larger competitor of ProTrak that I used in the past.  I immediately found ProTrak more robust and also flexible to our firm’s style of managing our objectives.  In addition, their customer service is excellent, and rapidly got me up to speed with the product.  I also appreciate how they are constantly growing and adapting ProTrak, reacting to the innovations in the industry, as well as responding to our requests for further developments.


Adam B. Stern

Managing Director Business Development

“...We had been using our own in-house Sales Database System for many years but it was dated. We considered redeveloping the system but when we saw ProTrak we realised that it was exactly what we wanted. Now our sales team can use it while on planes and trains, our New York and Edinburgh offices remain in sync, and we get great productivity gains with the direct connections to email and calendar.  ProTrak staff have been excellent – friendly, responsive and very knowledgeable on how to get ProTrak working in our environment. We had to migrate our data from our existing system and the ProTrak team were very thorough and professional.” 


Richard McGrail

Head of Information Technology

Baillie Gifford & Co.

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