About ProTrak CRM

ProTrak CRM is an investment management software that streamlines asset management and compliance reporting, enabling agencies and SMEs to maintain regulatory standards efficiently. With features like risk management and team assignments, users can effectively allocate resources and monitor risks. This dedicated solution enhances operational productivity and underscores compliance, making it an essential tool for investment professionals looking to optimize their workflows.

ProTrak CRM Features

Benchmarking
Client Management
Compliance Reporting
Risk Management
Asset Management
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Compliance Management
Contact Management

Specification

Windows
Web App
API
Customization
Mobile Support
ProTrak CRM screenshot
ProTrak CRM screenshot thumbnail 1 ProTrak CRM screenshot thumbnail 2

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Frequently Asked Questions

What are the top 5 key features of ProTrak CRM?
The top 5 features for ProTrak CRM are: Benchmarking, Client Management, Compliance Reporting, Risk Management, Asset Management.
What types of customer support does ProTrak CRM provide?
ProTrak CRM offers various support options which may include phone support, email support, live chat, and social media support. For the most up-to-date information on available support channels, please visit the product's official website.
What types of businesses does ProTrak CRM support?
Information about the specific business sizes that ProTrak CRM serves is not available. We recommend checking their official website for more details.
Is there a mobile app for ProTrak CRM?
Based on the available information, it's unclear if ProTrak CRM offers a mobile app. Please check their website for the most up-to-date information.
What languages does ProTrak CRM support?
ProTrak CRM supports the following languages: English.