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ProTrak International

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Deployment

WindowsiPhone/iPadWeb-based

Best for

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Overview

About ProTrak International

investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms, and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup onboarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds your firm.

At a glance

Software information

Industries served, licensing and the support ProTrak International provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
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Capabilities

ProTrak International features

The full feature set, grouped by module.

Investment Management Software

  • Asset Management
  • Client Portal
  • Data Import/Export
  • Investment Tracking
  • Reporting

Stock Portfolio Management Software

  • Client Management

Hedge Fund Software

  • Client Portal
  • Compliance Management
  • Investor Reporting

Plans

ProTrak International pricing

Free Version
No
Payment Frequency
Quote Based
Vendor pricing page

Media

Screenshots & video

ProTrak International screenshot

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