PerTrac
by Strategic Financial Solutions
Average Ratings
1 Review-
Overall
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Ease of Use
-
Customer Service
Product Details
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Starting PriceNot provided by vendor
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TrainingNo
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SupportOnline
24/7 (Live Rep)
Vendor Details
- Strategic Financial Solutions
- www.pertrac.com
About PerTrac
Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.
PerTrac Features
- Accounting Management
- Benchmarking
- Bonds
- Client Management
- Commodities
- Compliance Management
- Equities
- Fee Management
- Fund Management
- Futures
- Payroll & Commissions
- Performance Metrics
- Portfolio Management
- Risk Management
- Stocks
Good basic risk analytics package
Sep 13, 2017
John W.
Risk Advisor
Financial Services, 11-50 employees
Used the software for: 2+ years
Reviewer Source
Source: Capterra
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not
Likely Extremely
Likely
NotLikely Extremely
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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