ProTrak International is the go-to choice for traditional investment managers, hedge funds, funds-of-funds, private equity firms and family offices seeking a highly focused, personalized, industry-specific, and easy to use CRM (Client Relationship Management) platform. Their specialized industry focus, experience and staying power for over 25 years solving problems in the financial services space uniquely qualifies ProTrak's CRM as the best-of-breed software for the buy side investment managers.
“Resource Management Service (RMS) has experienced tremendous growth over the past 68 years with a client base and underlying business that has become ever more complex. These dynamics required the …
Madison Investment Advisors chose ProTrak because of the firm’s dedication to the investment management business. The staff knows our business; they understand the needs of a multi-channel client service and …
“We had been using our own in-house Sales Database System for many years but it was dated. We considered redeveloping the system but when we saw ProTrak we realised that …
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