ProTrak International

The CRM Solution for Investment Management Professionals.

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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.
ProTrak International

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Windows

SUPPORT

  • Phone

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

ProTrak International Core Features

Investment Management

  • Asset Management
  • Client Portal
  • Data Import/Export
  • Investment Tracking
  • Reporting

Stock Portfolio Management

  • Client Management

Hedge Fund

  • Client Portal
  • Compliance Management
  • Investor Reporting

ProTrak International Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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