ProTrak International Announces the Release of Its CRM 11.0 Software

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ProTrak International today announced a major upgrade to their CRM platform for Investment Managers, Hedge Funds and Private Equity firms.

“I appreciate how they are constantly reacting to the innovations in the industry."

In keeping with its dedication to the traditional and alternative investment segments, ProTrak International announced its distribution of Release 11.0 for its CRM product line that includes on-premises, browser-based, and mobile licenses.

Some of the major highlights of ProTrak’s release include:

  • Keep the original of every document referenced in ProTrak

A new option allows users to set up a designated secure folder where a copy of every document referenced in ProTrak is automatically kept and preserved in its original form, so that users cannot move or delete them.

  • Powerful querying just got even easier

Based on extensive observations and feedback from ProTrak’s global user community, a new predictive, wizard-like Simplified Query option has been added. It pre-fills with commonly used fields which saves time and ensures that users get the results expected. Brilliant for new users.

  • Individually personalized watermarks enable mass-customized reporting in minutes

ProTrak added the ability to individually customize watermarks for distinct .PDF reports, making ProTrak’s mass communications capabilities even better at saving time without sacrificing the personal touch.

  • Access frequently used documents easily – whether for reference or to send out

Quickly and easily access often used documents. A couple of clicks finds it. With another click users can send it out to prospects, clients, consultants or anyone who needs it.

  • See Fund Cash Flows at a glance

For users who import their clients Transaction History, this report displays and tallies all transactions, such as Subscriptions and Redemptions, for the selected Fund over a selected time period.

  • Even more flexible Pipeline options

Track Sales Pipeline and its history from the Activities and Follow-ups using the fields that work best – from full notes to a simple summary and almost everything in between.

  • Pin favorite profiles for quick access

The browser-based enhancement lets users see ‘recently viewed’ profiles in session. Now users can pin the ones referred to most frequently for quick retrieval every time ProTrak is launched.

  • New, powerful Account Valuation Dashboard

ProTrak added a new graphic dashboard via browser-based access that shows a history of account market values for each investor account for the YTD, 1YR, 3YR, 5YR, 10 YR and “Since Inception”, using data periodically imported from fund Administrators or in-house systems.

“This release incorporates a number of major enhancements indicative of an active, global user community that continually adds to ProTrak’s industry-focused, out-of-the-box functionality”, said Simon Koziel, President of ProTrak. “We are always happy to help our users meet the ever changing requirements of our industry.”

About ProTrak International

Founded in 1987 for the singular purpose of delivering a client relationship management (CRM) solution tailored to the needs of institutional, alternative and wealth asset managers, ProTrak International has not deviated from this strategy.

ProTrak, a privately-owned company, has made ongoing and substantial investments to continuously enhance its Advantage CRM platform to meet changing technology, market, and regulatory mandates. The principals and senior staff, each with extensive investment industry expertise, have the savvy to quickly interpret change and apply highly-tailored solutions.

As a major innovator in the field, ProTrak Advantage has continuously evolved from ideas and feedback given by its world-class clientele: hedge funds, private equity firms, and traditional managers. Indeed, 85% of the accumulated features directly respond to clients’ operating, marketing, technology, and business needs.

The privilege of over 25-years’ experience leads ProTrak to the lofty position as the investment industry’s standard bearer in not just producing CRM features and functions, but delivering a high ROI that makes each client’s ProTrak installation a valuable investment.

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Shirley Wong
ProTrak International
+1 212-265-9833 Ext: 201
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