Strategic Financial Solutions Now Pertrac Financial Solutions

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Investment software provider’s name change reflects continued growth and integration of recent acquisition of Whittaker Garnier.

Strategic Financial Solutions LLC, the creator of the PerTrac Suite of Investment Management Solutions, announced today at the GAIM investment conference in Cannes, France that the company will now be known as PerTrac Financial Solutions. The new name, taken from its well-known flagship product, reflects the integration of its recent acquisition of Whittaker Garnier into the business and the release of the first commercial version of an integrated product suite. It is heralded by a new corporate logo, a newly-positioned suite of integrated workflow solutions for investors and investment managers, and a soon-to-be relaunched corporate website.

PerTrac’s corporate rebranding comes almost exactly one year after Insight Venture Partners and Salmon River Partners completed a $63 million round of growth financing in the company. Since then, the company has experienced tremendous growth, acquiring London-based Whittaker Garnier, maker of CMS, the leading contact, document, and information management software for the alternative investment industry, introducing a new version of the PerTrac Analytical Platform, the world’s leading investment analysis and asset allocation software, and integrating its front and middle office software solutions into a comprehensive platform.

As part of the transition, Whittaker Garnier’s CMS has been rebranded as PerTrac CMS, and is currently being integrated into the PerTrac Suite of Investment Management Solutions, alongside the PerTrac Analytical Platform, PerTrac Publishing and Design, PerTracNet, PerTrac Web Tools, PerTrac Document Manager, PerTrac Investor Solutions and PerTrac Mobile Solutions.

“We’ve accomplished quite a lot over the past year,” noted Gerald Mintz, President and CEO of PerTrac Financial Solutions, LLC. “To emphasize the integration of Strategic Financial Solutions and Whittaker Garnier and our commitment to an integrated suite of financial workflow products, we thought it appropriate to operate under a single company name worldwide and to change our image to signal the underlying changes in our business. From now on, we’ll be known as PerTrac Financial Solutions, the name that many of you already use when you call us. We’re excited about our plans to make our PerTrac Suite into an even more functional set of integrated tools to help investment professionals around the world meet their analytic and workflow needs.”

PerTrac Financial Solutions was founded in 1996 with the goal of creating a comprehensive suite of software solutions for investment professionals. The company’s flagship product, the PerTrac Analytical Platform, rapidly became the world’s leading asset allocation and investment analysis software. This state-of-the-art tool offers the most complete array of statistical measurements available, combined with portfolio construction, optimization, efficient frontier, peer and style analysis, retirement planning and Monte Carlo simulation capabilities. Once the analysis is complete, users can quickly create and generate an almost endless variety of reports, graphs and marketing materials which easily interface with an array of Microsoft programs, including Word, Excel and PowerPoint. Investment data is readily available in PerTrac format from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts. Now an industry standard, PerTrac is used by more than 1,500 clients in 45 countries, including banks, brokerage firms, consultants, plan sponsors, family offices, investment managers and funds of funds. PerTrac CMS is another major component of the PerTrac Suite. It is the investment industry's leading contact and information management system, and is used by more than 225 alternative investment firms around the world. PerTrac CMS provides its users with the ability to effectively manage investor information, including portfolio performance updates from administrators and accounting systems, to communicate with investors, and to manage the workflow, documents and communications related to their investment process. Also included in the PerTrac Suite of Investment Management Solutions is PerTrac Publishing and Design, which provides customized marketing materials for investment managers, and PerTracNet, a comprehensive web-based tool that combines PerTrac’s proven analytic capabilities with turnkey website development and hosting services. For additional information on the full suite of PerTrac products, please visit


Meredith Jones, Managing Director


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