Product Features:
  • Specific for Financial Advisors
  • Asset Management
  • Client Management
  • Contact Management
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Risk Management
  • Team Assignments
  • Territory Management
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Product Information

ProTrak CRM, founded in 1987, caters exclusively to institutional asset managers, alternative investment firms and wealth managers. ProTrack is designed from the ground up to serve the relationship needs of the institutional investment community. Tailored to your needs out of the box this software minimizes costly and time-consuming customization. Focused on reducing implementation costs, ProTrack is configured in a friendly, user-defined format. As an innovator in the field, the ProTrak Advantage CRM product has evolved over the years to match technology and market conditions.