Wer nutzt diese Software?

ProTrak CRM caters to Institutional Asset Managers, Hedge Funds, Private Equity, Funds of Funds, Wealth Managers, Family Offices, Consultants and Intermediaries servicing the Financial Industry.

Durchschnittliche Bewertung

3 Bewertungen
  • Gesamt 5 / 5
  • Benutzerfreundlichkeit 5 / 5
  • Kundenservice 5 / 5
  • Funktionen
  • Preis-Leistungs-Verhältnis


  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
    Mobile - iOS Native
  • Training Persönlich
    Live Online
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

  • ProTrak International
  • http://www.protrak.com
  • Gegründet 1987

Über ProTrak CRM

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 CRM Funktionen

  • Anleihen / Aktien
  • Benchmarking
  • Compliance Berichterstattung
  • Datenimport/-export
  • Fondsverwaltung
  • Für Anlageberater
  • Für Investoren & Händler
  • Immobilien
  • Kundenmanagement
  • Kundenportal
  • Leistungskennzahlen
  • Modellierung & Simulation
  • Portfolio-Neuausrichtung
  • Rechnungsführung
  • Risikomanagement
  • Warentermingeschäfte
  • Beziehungs-Nachverfolgung
  • Einfluss-Nachverfolgung
  • Gebietsmanagement
  • Haushalts-Nachverfolgung
  • Konto-Benachrichtigungen
  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Management
  • Team-Aufgaben
  • Vermögensverwaltung
  • Anleger-Buchhaltung
  • Compliance Management
  • GVR-Berechnung
  • Investor-Berichterstattung
  • Kontaktmanagement
  • Leistungsanalyse
  • Partnerschaft-Buchhaltung
  • Portfolioanalyse
  • Portfoliomanagement

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Die hilfreichsten Reviews für ProTrak CRM

Superb CRM System for Asset Managers

Bewertet am 8.7.2015
David B.
Senior Vice President, Head NA Sales
Quelle des Nutzers 
5 / 5
Eigenschaften & Funktionalitäten
5 / 5

Kommentare: This system designed specifically for asset managers is extremely well thought out. It is comprehensive, flexible and convenient; it does pretty much anything and everything a money manager could want to do. Perhaps the most powerful advantage of Advantage is Protrak's customer service. Protrak's extremely capable staff invariably handle calls quickly, competently, helpfully, and politely. Perhaps best of all, related to this client-focused attitude is Protrak's unusual degree of non-defensiveness and openness to suggestions from users. Protrak considers all such suggestions, vets them with other users, and integrates the best of them into subsequent releases. This assures users of a constantly evolving and improving system.

The Single Best CRM in the Industry

Bewertet am 10.7.2015
Rachel M.
Founder & Chief Executive Officer
Quelle des Nutzers 
5 / 5
Eigenschaften & Funktionalitäten
5 / 5

Kommentare: I've had the pleasure of using ProTrak since 1994 and have used it religiously in over 5 firms. ProTrak was designed with the nuanced institutional investor in mind -- it's the single most comprehensive, intuitive and accessible CRM I've used. We recommend it to our global clients who are looking for the single best solution in meeting the demanding challenge of identifying, qualifying and securing new investors and the high touch follow up required to secure capital today. Our industry is entirely relationship driven. ProTrak provides the competitive tool required to ensure nothing is ever missed and no relationship ever forgotten. They set the standard.

In my view, the best CRM system out there for Hedge Funds, FoF's and Private Equity Funds

Bewertet am 2.7.2015
Mario L.
Quelle des Nutzers 
5 / 5
Eigenschaften & Funktionalitäten
5 / 5

Kommentare: I was one of the Managing Directors at Robeco-Sage responsible for acquiring ProTrak. At the time, we look at several systems. We were very pleased with ProTrak. We had all contacts in one place and many types of managerial reports available. It also allowed me to follow projects and cooperation within the team and other support staff. The system was clean and friendly to use. When I started my own business 4 years ago, I acquired ProTrak again. I am still using it today.

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