ProTrak Advantage
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
What is ProTrak Advantage?
Trusted by 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 on-boarding 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 to your firm.
Screenshots
Features
Client Management
Contact Management
Document Management
Lead Management
Compliance Management
Benchmarking
Investments Tracking
Mobile Access
FAQ
The official website of ProTrak Advantage is http://www.protrak.com/
Trusted by 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 on-boarding 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 to your firm.
ProTrak Advantage belongs to the Financial CRM, Hedge Fund, Investment Management category.
ProTrak Advantage offers features such as Client Management, Contact Management, Document Management, Lead Management, Compliance Management, Benchmarking, Investments Tracking, Mobile Access.
No, ProTrak Advantage does not offer a free trial.
Pricing
Starting at:
$15000
Free Trial Available