Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013
ProTrack Simon Koziel

20318

ProTrak International releases CRM 11.0 software

RELATED TOPICS​

ProTrak International has released a major upgrade to its CRM platform for investment managers, hedge funds and private equity firms, Release 11.0.

The latest release features 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. 

Based on extensive observations and feedback from their global user community, ProTrack has also added a predictive, wizard-like Simplified Query option that pre-fills commonly used fields to save time. Individually personalised watermarks enable mass-customised reporting in minutes, while ProTrack has also added the ability to individually customise watermarks for distinct PDF reports.

Users can now access frequently used documents quickly and easily and send those documents to prospects, clients or consultants with just a couple of clicks. By importing a client’s Transaction History, the Fund Cash Flows report displays and tallies all transactions, such as Subscriptions and Redemptions, for the selected Fund over a selected time period.

Users can also track their pipeline and its history and can ‘pin’ your favourite profiles for quick access every time ProTrak is opened. ProTrack has also added a new infographic 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 a user’s fund administrator or in-house system.

“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,” says Simon Koziel (pictured), President of ProTrak. “We are always happy to help our users meet the ever changing requirements of our industry.”

Latest News

EFAMA has commented on today’s vote by the European Parliament in favour of a new..
Morgan Stanley Investment Management (MSIM) has announced the launch of the MS INVF Systematic Liquid..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins..

Related Articles

Juan Nozal, Mapfre Asset Management
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024, in what he predicts will be an outstanding year for this asset class...
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024,..
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by