Kase StatWare vs ProTrak CRM

Starting Price

Not provided by vendor Not provided by vendor

Best For

Kase serves all types of clients, from retail to institutional traders, hedge funds, and portfolio managers.

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

(0)
5 / 5
(3)

Ideal number of Users

1 - 49

2 - 1000+

Ease of Use


5 / 5

Customer Support


5 / 5

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
  • close 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

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

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Kase StatWare vs ProTrak CRM

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