PerTrac Analytical Platform API Toolkit Released Today, Allows Clients and Software Partners to Customize Analytics and Workflow

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PerTrac Financial Solutions today announced the release of the PerTrac API Toolkit, an application programming interface toolkit that lets users of the popular PerTrac Analytical Platform connect their own custom solutions and those of third-party vendors with the information housed in the PerTrac system.

PerTrac Financial Solutions ( today announced the release of the PerTrac API Toolkit, an application programming interface toolkit that lets users of the popular PerTrac Analytical Platform connect their own custom solutions and those of third-party vendors with the information housed in the PerTrac system. The PerTrac Analytical Platform is the world's leading desktop application for investment analysis and asset allocation.

With the new API, clients can automatically extract data and statistical functions from the PerTrac Analytical Platform into other applications or systems that they use, saving time, automating their workflow, and thereby reducing cost and operational risk. Similarly, results collected or calculated in other systems, including third-party applications, can be pushed back into the PerTrac system for storage, display, analysis or reporting, thereby making it even easier to use the PerTrac Analytical Platform as a central information hub in their investment management or investor relations process.

The PerTrac API Toolkit can be used to create applications that link the PerTrac Analytical Platform to other client databases, which can in turn be integrated with other data sources and applications. The Toolkit contains sample programs and data extraction tools to help users get up-and-running almost immediately.

"The new PerTrac API Toolkit is the centerpiece of our open access philosophy, in which we support clients' need to easily move information from one system to another to automate their workflow. It will be welcomed by those clients who want to extend the power of PerTrac into their existing internal or third-party systems," commented Gerald Mintz, PerTrac President and CEO. "With this valuable new resource, clients now have the flexibility to automate the flow of information to and from the PerTrac Analytical Platform into other databases and programs such as Microsoft Excel, advanced analytical and risk management tools, reporting engines, and the like. It will also make it easier to integrate the results produced by other systems into the PerTrac data repository and into PerTrac reports. With this release, the PerTrac Analytical Platform is now a full-fledged enterprise application."

In addition to its end-user benefits, the PerTrac API Toolkit will be made available to PerTrac Certified Partners (PTCP) to develop interfaces between their applications and the PerTrac Analytical Platform. FinAnalytica, makers of Cognity, a leading risk management software tool, will be among the first PTCP's to utilize the API Toolkit.

"Given the current market environment, risk management and analysis is taking on even greater importance," said Mintz. "Our PTCP Program and API Toolkit give our clients the option to extend their risk management capabilities into other platforms without losing the ability to use the PerTrac Analytical Platform as their central data hub and analysis and reporting platform."

Highlights of the PerTrac API Toolkit include:

  •     A Statistics Extract Utility, for placing the investment statistics of your choice into a SQL Server table, where they can be linked into other applications or systems.
  •     Full access to PerTrac data, including 600 text fields, 1400 checkboxes, dates, historical returns, NAVs, and fund sizes from all available data sources.
  •     Data export, for moving data from PerTrac databases into other databases, or xml or flat files, where it can be combined with data from other sources. Use data wherever you want: internal reporting systems, custom web portals, and more.
  •     Data import, for creating new records or updating existing records in PerTrac databases using data pulled from accounting, CRM, portfolio management, and other internal systems.
  •     The Common Fields feature, which simplifies accessing the same information from different data vendors in PerTrac databases.
  •     PerTrac ID functionality, for grouping duplicate fund records in PerTrac databases, then exporting records from your preferred sources to create a custom de-duplicated database. This allows the creation of composite records, using data from the different data sources to which a client subscribes.

The data extract tool to create SQL tables requires very little programming expertise, and the Excel extract tool is also straightforward for an Excel user to implement. PerTrac clients interested in the PerTrac API Toolkit can contact the company at sales @ for additional technical information.

About PerTrac
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 foundation 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

PR Contact:
Meg Bode, President, Bode & Associates, Inc.


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