ProTrak CRM vs TMS

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.

Asset Managers, Hedge Funds, Proprietary Desks, Program Trading, Algorithmic & Electronic Trading Groups

Rating


5 / 5
(3)
(0)

Ideal number of Users

2 - 1000+

1 - 1000+

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

Screenshots

View 2 screenshots 99031 thumb
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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

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

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ProTrak CRM vs TMS

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