ProTrak Advantage

ProTrak Advantage

5 / 5 3 reviews

Who Uses This Software?

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.

Average Ratings

3 reviews
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service
  • Features
  • Value for Money

Product Details

  • Starting Price
  • Pricing Details
    Starting Price is for a 5 user concurrent license
  • Free Version
  • Deployment
    Installed - Mac
    Open Source
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • ProTrak International
  • Founded 1987

About This Software

Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.

  • Account Alerts
  • Account Reconciliation
  • Accounting Management
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds
  • Breakpoint Management
  • Client Management
  • Commission Management
  • Commodities
  • Compliance Management
  • Contact Management
  • Custom Query Support
  • Document Management
  • Equities
  • Expense Tracking
  • Fee Management
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Fund Management
  • Futures
  • General Ledger
  • Graphical Charting
  • Household Tracking
  • Influence Tracking
  • Investor Accounting
  • Investor Profile
  • Investor Reporting
  • Investor Tax Management
  • Lead Management
  • Manager Profiling
  • Marketing Management
  • Order Management
  • P&L Calculation
  • Partnership Accounting
  • Payroll & Commissions
  • Payroll Management
  • Performance Analysis
  • Performance Metrics
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Real Time Reporting
  • Relationship Tracking
  • Risk Management
  • Sales Automation
  • Stocks
  • Team Assignments
  • Territory Management

ProTrak Advantage Latest Reviews

Automatically translated. Show original review

Superb CRM System for Asset Managers

5 / 5
Ease of Use
5 / 5
Customer Support
Value for Money

Comments: This system designed specifically for asset managers is extremely well thought out. It is comprehensive, flexible and convenient; it does pretty much anything and everything a money manager could want to do. Perhaps the most powerful advantage of Advantage is Protrak's customer service. Protrak's extremely capable staff invariably handle calls quickly, competently, helpfully, and politely. Perhaps best of all, related to this client-focused attitude is Protrak's unusual degree of non-defensiveness and openness to suggestions from users. Protrak considers all such suggestions, vets them with other users, and integrates the best of them into subsequent releases. This assures users of a constantly evolving and improving system.

Automatically translated. Show original review

The Single Best CRM in the Industry

5 / 5
Ease of Use
5 / 5
Customer Support
Value for Money

Comments: I've had the pleasure of using ProTrak since 1994 and have used it religiously in over 5 firms. ProTrak was designed with the nuanced institutional investor in mind -- it's the single most comprehensive, intuitive and accessible CRM I've used. We recommend it to our global clients who are looking for the single best solution in meeting the demanding challenge of identifying, qualifying and securing new investors and the high touch follow up required to secure capital today. Our industry is entirely relationship driven. ProTrak provides the competitive tool required to ensure nothing is ever missed and no relationship ever forgotten. They set the standard.