App Profile: ProTrak Mobile

ProTrak Mobile is a companion application to the desktop version of ProTrak Advantage CRM solution. ProTrak International, Inc. has been in business for the past 27 years offering a Client Relationship Management (CRM) solution built exclusively for the investment management industry. ProTrak’s typical client organization is either an institutional, hedge fund or private equity investment manager. ProTrak’s CRM solution provides clients with the ability to manage their investor relationships on company, contact, intermediary and manager levels. It offers unparalleled security and audit for compliance. It’s built on the many-to-many architecture to manage the multi-dimensional relationship vital in this industry. It tightly integrates with email, document management, portfolio accounting and administrative systems.

The ProTrak Mobile application provides core functionality required by the mobile users.

The key functions utilized by the users are viewing and updating company, contact, activity and calendar interactions with their investors and prospective clients. In addition, users can send out emails and call reports to outside or internal contacts. Other functions that are frequently used are the calendar and document attachments functionality.