ProTrak Connect is a companion application to the desktop version of ProTrak Advantage CRM solution version 10.0 or higher.
ProTrak International, Inc. has been in the business now for over 27 years offering a Client / Investor Relationship Management solution built exclusively from ground up for the Asset Management industry. ProTrak’s typical client organization is either a hedge fund, private equity or traditional institutional manager. ProTrak’s CRM solution provides users with the ability to manage their unique and complex relationships on firm, contact, consultant / intermediary or manager level. If offers comprehensive security and audit for compliance. Its many-to-many architecture allows users to manage the multi-dimensional relationships vital in this industry. It tightly integrates with email, documents management, portfolio accounting and onshore/offshore administrative systems.
The ProTrak Connect provides ProTrak’s core functionality that is most often utilized outside the office, such as viewing and updating company and contact profiles, activity notes and calendar tasks / appointments with their clients and prospects. In addition, ProTrak Connect provides functionality that now includes the support for automatically storing the incoming and outgoing emails, including their document attachments in the ProTrak database.