We think we offer the best software and services for investment
professionals. But don't take our word for it. Take our clients'. Scroll down or
click to read testimonials for both the PerTrac Analytical Platform and PerTrac CMS.
"In the current climate everyone is looking to cut costs, but with the active support in Hong Kong and the value we receive from PerTrac, we were happy to renew our subscription. The support team has the right approach and are always accessible. The PerTrac Analytical Platform has really helped our business with risk analysis, peer groups comparisons and identifying funds that we may not have otherwise looked at. It’s a real value-add product and service.."
Fund of Funds Manager, Hong Kong
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"Our department has been using PerTrac for more than 5 years and have found PerTrac to be a highly useful and intuitive system. In addition to providing a comprehensive database for funds and indices, there are a range of highly useful statistical, analytical and modelling functions that enable rapid and detailed analysis. When this is combined with the ability to produce customised reports it makes for a powerful system and one which has helped to significantly improve the services that we are providing to our clients."
Private Client Group, London
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"I've just downloaded the new version of PerTrac and all I can say is "Wow, it's great!" I have the Webex training opened and running on my left screen and the live version on the right. Following the tutorials is fantastic. To be able to pause, rewind and go at my own pace is wonderful. The new features, specifically the retirement planning analysis, is super. I previously was cutting and pasting in and out of Excel to create my own analysis and now it has been made so easy and time efficient."
Financial Consultant, Pennsylvania
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"PerTrac allows us to manage both our traditional and alternative investments. With it, we can easily screen and analyze hedge fund, mutual fund, and separate account managers, and then create and monitor aggregate portfolios, all within a single, easy-to-use program. PerTrac also allows us to perform quantitative analysis on our existing managers and total portfolio. Also, the custom reports feature is extremely helpful in presenting information to our investment committee."
Foundation, Maryland
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"We have been subscribers to the Pertrac software and report maker for over two years now and we are impressed and very pleased with the flexibility of the system and the professional custom-made reports that can be produced within minutes. The professionalism of the company and its staff is highly appreciated and does definitely add value to our presentations. It allows us as traders in the futures markets to spend our time on those subjects that are important to our clients. Pertrac takes care of our prospective client presentations."
Commodity Trading Advisor, London
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"Our clients are demanding; they want individualized reports and they want them now. Using PerTrac we are able to provide a 24-hour turn-around on the Peer Review and Portfolio Simulations that so delight our clients. PerTrac does all the work and makes us look brilliant. The templates offered for our quarterly and annual reporting are excellent, but the best thing about them is they offer complete freedom to customize. Our finished reports look nothing like templates - we've transferred your ideas to a magazine format - but without the initial blueprints offered we couldn't be as unique as we are. PerTrac is so user-friendly I don't worry about making mistakes because one update automatically feeds to all my accounts. I have complete confidence in the data produced. And, I don't have to remember the steps for creating reports from one month to the next because the online tutorials are easy to access and thorough. I bounce back and forth from the tutorials to my files as I'm creating reports."
Investment Consultant, Alabama
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"Our firm has been using the PerTrac software as the backbone of [the marketing] process for the last nine months, during which time AUM have more than doubled."
Hedge Fund Manager, California
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"We use our PerTrac software every day to monitor the risks our clients are taking in each of the funds where they have capital invested."
Consultant, Georgia
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"As I am working with PerTrac today, I was just thinking how amazing this software is, how awesome the reports are, and how valuable it has become for me. And your tech support team is a great resource and are very nice to work with."
Pension Consultant, Colorado
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"Your product is innovative and your company is service-oriented. You deliver an industry standard product that is easily recognizable and accepted by all."
Investment Bank/Asset Manager/Brokerage, New York
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"PerTrac allows us the flexibility to construct and optimize portfolios and simulate proforma returns. The system is easy to use and offers dynamic reporting functionality which increases the decision making process."
Asset Allocator, Canada
“With PerTrac CMS we can pull up people in the system and find out how much we’ve spoken to them and what their balances are. We can also make sure that we’re speaking about the right account and that they’re authorized to speak on the account.”
Hedge Fund, $7 BN
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“Before I used to get upset when I had to do a capital call because it was so much manual work. Now we just use the mailer to send things out and it’s made my life so much easier.”
Private Equity Fund, $3.5 BN
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“We really didn’t track cash inflows and outflows before PerTrac CMS – it was pretty pathetic. It just wasn’t so handy. Now with PerTrac CMS you can just filter by account and pull it up.”
Hedge Fund, $250 MN
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“It’s saved us a couple of times during audits. For example, once we needed a certain piece of information but [the point person] was away. With PerTrac CMS I could just go into the system and pull the information and give it to the auditor. Having the information right there helped us avoid a potentially bad situation.”
Endowment, $2 BN
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“There’s a definite time saving, but even more important is how I feel at work, and how much more confident I am when I do things … The ability to do my job that much better is so hard to quantify.”
Hedge Fund, $3.5 BN
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“Prior to PerTrac CMS we had no idea which accounts people wanted information for … there were a couple of embarrassing situations where we had to ask investors for information we should have known, and it made us look less professional. Now with PerTrac CMS we look more on top of things.”
Hedge Fund, $540 MN
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“PerTrac CMS makes things uniform. Things are linked so I can navigate through easily and I have all the pertinent details in one place. It has made things more efficient and organized.”
Fund of Funds, $1.1 BN
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“I’m a team of one. [PerTrac CMS] allows me to not need multiple people.”
Hedge Fund, $500 MN
