Do you prefer to take a more active role in your portfolio than rubber-stamping the decisions an advisor has made? Do you like to dig into the numbers, really analyze your investment options and see if your firm’s portfolio is doing as well as it could be doing? Do you need a little help managing the complexities of the investing process? If so, the PerTrac Suite of Investment Management Solutions is for you.

The PerTrac Analytical Platform gives you the tools you need to take control of your investments. Keep track of each of your investment’s monthly return streams all in one place and let PerTrac show you all sorts of performance statistics that you can compare. Subscribe to PerTrac-formatted data feeds showcasing thousands of hedge funds, mutual funds or other types of investments to broaden your horizon of investment choices. Use powerful features like IntelliStat^TM and Find Better Funds to ensure your money finds the best investment managers available. Use Factor Analysis to get a better sense of which market forces are driving your investments’ returns—and where their weak spots may be. Impact Analysis shows you what your portfolio’s performance history would have looked like with the additional investment you may be considering. PerTrac even has a Retirement Planner feature to help you reach your long-term investing goals.

Looking for a simple way to keep your PerTrac Analytical Platform database up-to-date with the lastest performance and portfolio information from the fund managers you follow? PerTrac P-Card is the answer. Simply open a P-Card emailed to you from a manager, and the appropriate record in your database is automatically updated with no manual data entry on your part!

PerTrac CMS, another application in the PerTrac Suite, simplifies your daily investment management workflows. PerTrac CMS interfaces with Microsoft Outlook, an application you already know, to help you organize, profile, and track all your activity and communications with contacts at funds, administrators, investment references, and more. Plus, PerTrac CMS acts as a central repository for all your investment documents, such as offering memoranda, investment marketing materials, and subscription documents. PerTrac CMS helps you keep the due diligence process on track by reminding you of follow-up tasks and it simplifies the sharing of information between you and other members of your investment team. Whether you're investing on behalf of a large firm, a family office, or your own account, turn to PerTrac CMS, the information workflow management solution tailored specifically for the investment industry.

You can take charge of your portfolio. With a little help from the PerTrac Suite of Investment Management Solutions.