ProTrak CRM vs TechRules Tower

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.

TechRules partners major financial institution, Retail Banking, Asset & Portfolio Managers, Fund Managers, Personal Banking, Family Offices, IFAs, Private Banking, Private Wealth Managers.

Rating


5 / 5
(3)
(0)

Ideal number of Users

2 - 1000+

10 - 99

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality

Value for Money

Product Features

  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • close Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • close Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk 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
  • close In Person
  • close Live Online
  • close Webinars
  • close Documentation

share Share Your Comparison of TechRules Tower vs ProTrak CRM

ProTrak CRM vs TechRules Tower

Share

share Share Your Comparison of TechRules Tower vs ProTrak CRM