Eze Investment Suite vs ProTrak CRM

Starting Price

Not provided by vendor Not provided by vendor

Best For

Eze Investment Suite is designed to scale for clients ranging from start-up hedge funds to large traditional asset managers. The system is enabled to handle a broad range of unique workflows.

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 - 499

2 - 1000+

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality

Value for Money

Product Features

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

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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
  • check Webinars
  • check Documentation

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Eze Investment Suite vs ProTrak CRM

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