Strategic Financial Solutions

PerTrac

3 / 5 1 review


Average Ratings

1 Review
  • 3 / 5
    Overall
  • 2 / 5
    Ease of Use
  • 3 / 5
    Customer Service

Product Details

  • Training
    No
  • Support
    Online
    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.


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PerTrac Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

PerTrac Reviews Recently Reviewed!

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