ProTrak International
The CRM Solution for Investment Management Professionals.
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 onboarding 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 your firm.
Licensing & Deployment
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Cloud Hosted
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Web-based
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iPhone/iPad
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Windows
Support
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Phone
Knowledge Base
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Help Guides
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Video Guides
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Blogs
ProTrak International Core Features
Focus of Investment Management Feature
- Asset Management
- Client Portal
- Data Import/Export
- Investment Tracking
- Reporting
ProTrak International Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
ProTrak International Reviews
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