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ProTrak CRM is the complete solution for hedge fund managers. ProTrak CRM is packaged in a very user-friendly interface that allows each user to easily customize the information he or she prefers to see.

ProTrak provides the essential tools that let hedge funds deliver effective, personalized service to investors while complying with new regulatory requirements.

The management reporting and tracking tools in ProTrak are essential elements of your management toolkit.

Home Manage Business Risks Have it Your Way! Hedge Funds find that ProTrak provides the essential tools for delivering effective, personalized investor service while complying with new regulatory requirements.

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Sample Investor Profile click to expand. Hedge Fund CRM ProTrak CRM is the complete solution for hedge fund managers.

Investor Relations ProTrak provides the essential tools that let hedge funds deliver effective, personalized service to investors while complying with new regulatory requirements. Use workflow automation for client on-boarding and business-defined client service.

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Create and distribute client statements and reports as. Have all investor transactions, account balances and historical activity at your fingertips.

Ensure unparalleled support for due diligence and SEC compliance. Automatically maintain market values for each fund on a monthly basis. Use quick view reports to natural hedge in forex pending redemption and subscription notifications for cash flow projections with the ability to drill down to specific investor details.

Entering a meeting or call note or editing an existing entry will automatically update the comprehensive pipeline opportunity report. Easily enter notes for activities and follow-ups with a highly efficient interface.

Quickly produce customized reports to mine your data for sales opportunities. Provide your road warriors with mobile access to core CRM functionality.

Management The management reporting and tracking tools in ProTrak are essential elements of your management toolkit. Use the comprehensive reporting system for monitoring pipeline activity, analyzing expected contributions and redemptions, and tracking account valuations. Specialized pipeline reports give management a clear view of business opportunities and risks.