New York, NY (PRWEB) December 8, 2008
PerTrac Financial Solutions (http://www.pertrac.com) announced today that Hong Kong-based hedge fund manager PMA has chosen to more than triple the number of users of PerTrac CMS in the company's Hong Kong, Tokyo, New York, London, and Dubai offices. PerTrac CMS is the alternative investment industry's leading workflow management solution used for investor relations, capital raising and investment management workflows. PMA is one of the largest asset managers in Asia with assets over US$2 billion.
"PMA's marketing reach has expanded significantly over the last 12 months and PMA now has marketing teams based in PMA's Dubai and London offices as well as representations in New York," noted PMA Chief Technology Officer Shane McPherson. "PerTrac CMS is PMA's marketing team's principal means of record keeping and communication and by expanding deployment to users in other departments, coordination between these users and the marketing team is greatly enhanced. The marketing team works closely with other departments in preparing marketing information and by logging onto the CMS system, users can instantly see the progress of marketing projects and prepare accordingly."
"PMA first adopted PerTrac CMS in late 2006, shortly after the opening of PerTrac's Hong Kong office. As one of Asia's most highly respected hedge fund groups, we're very gratified that PMA has chosen to more than triple their install base," said PerTrac CEO and President Gerry Mintz. "That's a huge vote of confidence in PerTrac CMS, as well as our ability to support them locally. As market conditions continue to prove difficult, smart investment firms like PMA are looking for ways to achieve greater operational efficiencies, and using PerTrac CMS is an easy way to do that."
The recent deal with PMA also included an upgrade to PerTrac CMS 6.1, the latest version of the software. PerTrac CMS is used by hundreds of investment firms worldwide to manage their investor relations, capital raising and investment management workflows. The versatile, Outlook-based application allows co-workers to organize and share data in ways that address the specific needs of hedge funds, funds of funds, capital introduction organizations, prime brokers and institutional investors such as endowments, foundations, pensions and family offices.
PerTrac CMS goes far beyond traditional CRM solutions that typically recognize only two types of entities, people and companies, by reflecting the full scope of relationships and data types and activities that exist in the investment world, including funds, investors, prospects, service providers, companies, accounts cashflows and more. In addition, the system makes it simple to integrate data from other local databases into reports, something that cannot easily be accomplished with many other systems. Tight integration with Outlook on the user's desktop makes it convenient and intuitive to use. Finally, all of the information stored in PerTrac CMS is hosted locally, within each individual firm's firewall, and is quickly accessible either online or offline with little informational or performance risk to the client.
PerTrac CMS 6.1 is offered in both Standard and Enterprise versions to provide solutions for large and small firms with a variety of investment information needs and technology requirements. The Enterprise version allows for customization through PerTrac's Professional Services organization, giving firms further flexibility to add fields, reports and to link to external applications. All PerTrac CMS clients receive ongoing technical support and training as well as regular upgrades to the application, including improved forms and additional report templates.
To learn more about PerTrac CMS, please visit http://www.pertrac.com or contact PerTrac Financial Solutions at sales at pertrac dot com.
PerTrac Financial Solutions was founded in 1996 with the goal of creating a comprehensive suite of software solutions for investment professionals. Now an industry standard, PerTrac software is used by more than 2,000 clients in 50 countries, including banks, brokerage firms, consultants, plan sponsors, family offices, investment managers and funds of funds. The company's flagship product, the PerTrac Analytical Platform, is now the world's leading asset allocation and investment analysis software. PerTrac CMS, which was part of its January 2006 acquisition of Whittaker Garnier, is another major component of the PerTrac Suite. PerTrac CMS is the investment industry's leading tool for managing the client relationships and workflows associated with capital raising, investor relations, and investment management, used by nearly 300 alternative investment firms around the world. In January 2008, PerTrac announced the release of PerTrac Portfolio Manager, a unique software application designed to help funds of funds and institutional investors create, monitor and manage multi-manager portfolios of alternative investments. Developed with leading hedge fund of funds firms in both the US and Europe, PerTrac Portfolio Manager is a key element of the PerTrac Suite. PerTrac Financial Solutions is headquartered in New York with offices in London, Hong Kong, Tokyo, Reno, and Memphis. For additional information on the full suite of PerTrac products, please visit http://www.pertrac.com.
PMA was established in July 2002 to provide investment advisory and investment management services in growing investment sectors of Asia and the Middle East. Today PMA is one of the largest and leading asset managers in Asia with assets under management of over US$2 billion. PMA has become a reference point for the entire Asia fund industry for providing an unbeatable institutional platform, and continues to set the standard in terms of operational best practices, client services, and investment strategies. PMA operates a range of funds based on three core investment strategies: equity, credit, and f/x and rates. Members of its investment teams have won industry awards and are well known authorities in their respective fields. PMA currently has over 70 professionals employed in Hong Kong, Sydney, London and Dubai, and became a member of the SPARX group in April 2006, the largest publicly listed asset manager in Asia.
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