General Info

ProTrak International is the global leader and a major innovative force in the development and delivery of Client Relationship Management software ( CRM ) to the investment management community. Designed specifically for both traditional and alternative asset managers, our solution helps you manage your prospect, client and consultant/third party relationships while developing and enhancing your sales process. By incorporating ProTrak software, you can increase new sales while simultaneously maintaining and developing your existing client base. ProTrak takes care of the details - from prospect/client names and contact details through to calendars, activities, follow-ups, notes, customised reports, integrated pension directories and much, much more. ProTrak helps you focus on what is important - your clients, both existing and potential. While there are several off-the-shelf systems on the market, none address the specific concerns and issues affecting the investment management industry. ProTrak has been the leader in this field for more than 20 years. At ProTrak we pride ourselves on listening to our clients' requests and advice, and providing a truly unique, industry-driven solution. We firmly believe that ProTrak Advantage CRM is the best-of-breed CRM solution, as a direct result of incorporating within our product the ideas, suggestions and requests of our many users. Many members of our management and support teams have worked in the investment management and financial services sectors, thus offering unmatched corporate and information technology experience, with industry-specific knowledge and expertise. Our solution is easy to install, ready to use, and has enough flexibility to meet the specific requirements of individual firms and managers. ProTrak was developed using leading-edge technology. As we continue to make on-going upgrades and enhancements, you benefit from a continuously innovative and industry-specific solution. With a pedigree of world-class clients, including prominent institutional investment firms, Fund of Hedge funds, hedge fund managers and private equity firms, ProTrak is the industry leader and number one provider of client relationship management ( CRM ) software for the investment community.