ProTrak CRM vs ShareAlpha

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.

Not provided by vendor

Rating


5 / 5
(3)
(0)

Ideal number of Users

2 - 1000+

Not provided by vendor

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
Not provided by vendor

Screenshots

View 2 screenshots 99031 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

share Share Your Comparison of ShareAlpha vs ProTrak CRM

ProTrak CRM vs ShareAlpha

Share

share Share Your Comparison of ShareAlpha vs ProTrak CRM