Hedge funds. Mutual funds. Managed futures programs. Traditional managed account platforms. As a money manager, you have no shortage of competition for client assets. That’s why you need the PerTrac Suite of Investment Management Solutions.

The PerTrac Analytical Platform lets you know what you’re up against by giving you the details on thousands of other money managers when you subscribe to any of the popular investment databases available in PerTrac format: Hedge Fund Research, HedgeFund.net, Morningstar, BarclayHedge and Lipper, just to name a few. The Peer Group Analysis feature lets you see just how your performance stacks up against other managers following a similar strategy. A wealth of statistics tell the tale.

Improve your client service and marketing efforts with PerTrac P-Card, a simple way to securely and directly send investors and prospects updates on your fund. P-Cards are lightweight email attachments that, when opened by the recipient, automatically update their database with your latest returns and other information with no manual data entry on their part. PerTrac P-Card is free for fund managers!

Knowing the competitive landscape is only one reason to use the PerTrac Suite. Positioning your product and getting the message out is equally important. PerTrac Reporting Studio (included with the PerTrac Analytical Platform) lets you quickly and easily produce eye-catching reports and presentations, complete with charts and graphs, based on ready-made PerTrac templates. Or you can get creative and alter the existing templates—use your company colors and logos—or even design your own template from scratch. It’s a great way to produce client reports and marketing presentations that can be easily updated each month.

Need to take your marketing efforts to the next level? Trust the services of PerTrac Publishing and Design. Whether you need only one new piece of marketing collateral for an upcoming conference or an entire line-up of publications for your firm, the team of professionals behind PerTrac Publishing and Design can meet your needs. Our blend of industry insight, investment analytics, and writing and design expertise can help you craft the right message to aggressively position your investment product. Need to project a  professional presence on the world wide web? Turn to PerTracNet for turn-key website design, construction and hosting.

But what about the day-to-day nuts and bolts of running an asset management business? The PerTrac Suite of Investment Management Solutions can help there too. PerTrac CMS helps your office organize your daily workflows and deliver top-notch client service. Whether it’s keeping track of sales prospects, managing relationships with law firms, auditors and administrators, tracking investor shareholdings, or ensuring compliance with government regulators, PerTrac CMS helps you handle the task with ease by storing and organizing all your communications, documents, and related information in a central Outlook-based repository. PerTrac CMS even shares information back and forth with the PerTrac Analytical Platform, tying it all together. And PerTrac CMS is no one-size-fits-all CRM system; it's designed expressly to meet the needs of investment industry firms like yours.

You know how to manage client money. Let the PerTrac Suite of Investment Management Solutions help you do the rest.