ProTrak Advantage by ProTrak International, Inc.

4.21 - What's this?

ProTrak Advantage Relationship Management (CRM) system is an out-of-the-box customized solution specifically designed for traditional and alternative / hedge fund and fund of hedge funds investment management firms. It delivers a suite of client service and sales/marketing productivity tools to help you organize your client relationships.

Features

  • » Managing complex “people” and “business-to-business” relationships.
  • » Creating effective mass mail/e-mail communications, including specific client account reporting/cc reporting.
  • » Automatically integrating incoming and outgoing Outlook / Lotus Notes e-mail.
  • » Simplifying document management (including Outlook attachments).
  • » Integrating with your portfolio accounting data.
  • » Streamlining the RFP tracking process.
  • » Focusing on Consultant/Intermediary marketing.

Supported Technologies

Windows XP/2000/NT
Microsoft SQL Server
Software
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Pricing

Users (# of seats)
info@protrak.com
212-265-9833 x:201



Additional software product description, benefits, features, and uses.

Additional Product Information

Importing your clients' fund holdings and their redemptions / subscriptions from your offshore administrators.

Assembling management, sales analysis and/or ad-hoc reports based on any criteria.

Providing easy access to US, UK and International Institutional Pension Funds information.

Supporting remote and mobile users, and is accessible via Web Browser


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