Hedge Fund Solution vs ProTrak CRM

Starting Price

Not provided by vendor Not provided by vendor

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

(0)
5 / 5
(3)

Ideal number of Users

Not provided by vendor

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
  • check Partnership Accounting
  • close Performance Analysis
  • close 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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View 2 screenshots 99031 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

Not provided by vendor
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

Not provided by vendor
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Hedge Fund Solution vs ProTrak CRM

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