Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to institutional asset managers, hedge funds, private equity firms and wealth managers. Designed from the ground up to serve the unique relationship needs of the investment management community. This minimizes costly and time-consuming customization. Focused on reducing implementation costs. Manage your sales opportunity pipeline, improve investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. Configured in a friendly, user-defined format.

ProTrak is not just a CRM, but a strategic tool, where CRM is a major component to gaining organizational efficiency and controls.

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.