Who Uses This Software?

Cloud-based investment management solution that helps businesses with investment analysis, asset allocation, peer group analysis, portfolio construction, reporting, communication and more.


Average Ratings

1 Review

  • 3 / 5
    Overall

  • 2 / 5
    Ease of Use

  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Contact eVestment for pricing details.
  • Deployment
    Cloud, SaaS, Web
  • Training
    No
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • eVestment
  • www.evestment.com/

About PerTrac

Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.


156893

PerTrac Features

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

PerTrac Reviews


Good basic risk analytics package

Sep 13, 2017
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: Minimal training required to start using the system with a good range of funds included in the datasets

Cons: It doesn't have as many features as some of its peers and doesn't include access to all of the available databases