Starting Price

Best For

Not provided by vendor

ProTrak CRM caters to Institutional Asset Managers, Hedge Funds, Private Equity, Funds of Funds, Wealth Managers, Family Offices, Consultants and Intermediaries servicing the Financial Industry.

Rating

Ideal number of Users

1000+

2 - 1000+

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

• close Compliance Management
• close Contact Management
• close Investor Accounting
• close Investor Reporting
• close P&L Calculation
• close Partnership Accounting
• close Performance Analysis
• check Portfolio Analysis
• check Portfolio Management

• check Compliance Management
• check Contact Management
• close Investor Accounting
• close Investor Reporting
• close P&L Calculation
• close Partnership Accounting
• close Performance Analysis
• close Portfolio Analysis
• close Portfolio Management

Screenshots

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

• 24/7 (Live Rep)
• Business Hours
• Online

• 24/7 (Live Rep)
• Business Hours
• Online

Training

• close In Person
• close Live Online
• close Webinars
• close Documentation

• check In Person
• check Live Online
• check Webinars
• check Documentation