The PerTrac Suite of Investment Management Solutions encompasses a full range of products for today's investment professional. Whether you're a money manager, a consultant, a service provider, a fund of funds professional, or an investor in hedge funds, mutual funds, CTA programs, or other types of investments, the PerTrac Suite can meet your needs.
The PerTrac Analytical Platform is the answer for finding, tracking, and analyzing investments, building portfolios, and creating stunning reports and presentations. Downloadable investment databases are readily available from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts. You can create your own data records too. The PerTrac Analytical Platform offers comprehensive information management capabilities--create and save investment searches on a broad range of qualitative and statistical criteria. The software also rapidly calculates over 900 investment statistics and provides portfolio construction and optimization, style, peer group and statistical analyses, as well as Monte Carlo simulation and wealth and retirement planning tools. And PerTrac Reporting Studio, a companion application that comes with the PerTrac Analytical Platform, allows you to swiftly produce a wide range of fully customizable reports and presentations, complete with charts and tables, that easily interface with Microsoft Office applications.
PerTrac CMS is the alternative investment industry's leading contact and information management software. This intuitive application interfaces with Microsoft Outlook, allowing you to define all your contacts, investments, clients, and service providers so you can easily manage those relationships. Track all your communications, including emails, calls, and meetings and ensure that you follow through on your follow-ups. Manage your entire workflow!
PerTrac Portfolio Manager gives funds of funds and other multi-manager institutional investors all the tools they need to organize and understand the array of information relevant to their portfolios. The result? More time saved, better decisions made, and stronger returns posted. This application's robust set of features can help your firm with every aspect of portfolio management: due diligence and fund selection, planning and executing fund trades, investor subscriptions and redemptions, cash management, currency trading, risk assessment, and performance reporting. PerTrac Portfolio Manager helps everyone on your team work together to build, monitor, and maintain a winning multi-manager portfolio.
PerTrac P-Card is revolutionary new data sharing tool from PerTrac Financial Solutions. It's a simple, automated, FREE way for managers to distribute selected qualitative and quanitative fund data, privately, securely and directly via email to recipients. With PerTrac P-Card, investors avoid manual data entry while fund managers improve their client service and marketing capabilities. It's a win-win proposition!
PerTrac Publishing and Design is a one-stop analysis and design center for marketing documents and reports. Impress your clients and prospects with attractive materials, whether it's a new pitchbook, a one-page monthly update sheet, or an entire set of documents. The PerTrac Publishing and Design team can help you position your investment product, hone your message and communicate effectively.
Effective communication doesn't end with printed documents, though. A quality website is mandatory and PerTracNet is the solution. PerTracNet is a comprehensive web-based tool that combines PerTrac's proven analytic capabilities with turnkey website development and hosting services. Favored by investment managers, PerTracNet eliminates the need for expensive design and hosting services and quickly establishes a professional presence on the Internet. Simply looking to harness the power of the PerTrac Analytical Platform through the web rather than as a traditional desktop application? Take a look at PerTrac Web.
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