ProTrak International, Inc. Product info

Unverified Vendor

COMMUNITY FEEDBACK SCORE

0.00
0 Reviews

RANKINGS & RATINGS

RANK

-1.5
Financial CRM Software

21 / 51
-1.5
Investment Management Software

58 / 158

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Key Facts

Ideal For Mid-Sized Business
Deployments Cloud, Desktop
Price Medium
Free Trial
Offers Training
Free Version
Support

ProTrak International, Inc. Alternatives

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ProTrak International, Inc. Features

Account Management
Asset Control
Expense Monitoring
Household Monitoring
Influence Monitoring
Lead Generation
Life Event Management
Marketing Tools
Relationship Monitoring
Task Management

Accounting Management Solutions
Client Database Management
Compliance Document Management
Emissions Risk Management
Energy Benchmarking Tool
Equities Database
Investment Fund Management
Payroll / Commission Management
Performance Tracking
Portfolio Catalog

About ProTrak International, Inc.

Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to institutional asset managers, alternative investment firms and wealth managers. Designed from the ground up to serve the relationship needs of the institutional investment community. Tailored to your needs out of the box; this minimizes costly and time-consuming customization. Focused on reducing implementation costs. Configured in a friendly, user-defined format.

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Whitepapers & Case Studies

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