ProTrak CRM vs Treasury Management Solution

Starting Price

Not provided by vendor Not provided by vendor

Best For

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.

Hedge Funds, Administrators, Fund of Funds, Private Equity, Alternative asset managers, Managed Account Platforms

Rating


5 / 5
(3)
(0)

Ideal number of Users

2 - 1000+

1 - 99

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality

Value for Money

Product Features

  • 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
  • check 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

Screenshots

View 2 screenshots 99031 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

share Share Your Comparison of Treasury Management Solution vs ProTrak CRM

ProTrak CRM vs Treasury Management Solution

Share

share Share Your Comparison of Treasury Management Solution vs ProTrak CRM