Exceeding client expectations in the investment industry is no easy feat. The PerTrac Suite of Investment Management Solutions can help consultants and service providers face the challenges of their day-to-day workflows and build their businesses.

The PerTrac Suite can help you retain and grow your client base with sophisticated analysis, powerful reports, add-on services, and the highest level of client service. Steer clients toward the best options with the PerTrac Analytical Platform. The new Search Builder feature can guide you to the investments that meet your clients’ unique requirements based on strategy, fee structure, strength of returns, performance volatility, correlation to their existing investments, and more. Show clients how adding an investment would change their existing portfolio with Impact Analysis. Present clients with comparisons of investment options by quickly producing standard reports using the included PerTrac Reporting Studio application. Service providers such as fund administrators can impress client funds by offering free Peer Group Analysis and Style Analysis reports.

Looking for a simple way to keep your PerTrac Analytical Platform database up-to-date with the latest 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 product in the PerTrac Suite, helps consultants and service providers manage their daily workflows. The investment industry is becoming increasingly complex and you’re faced with the challenge of efficiently sorting out and acting on an endless flow of information. PerTrac CMS can help your firm reach its goals without getting bogged down in all the details. PerTrac CMS improves your client service capabilities by consolidating all the information relating to clients and firms you deal with in a single Outlook-based repository. Profile and classify all your contacts, track all communications with them, simplify mailings, stay on top of tasks, update shareholdings and fund accounting, and easily locate related documents and information, all in one intuitive application: PerTrac CMS, the alternative investment industry’s leading workflow management software.

Exceed your clients’ expectations. Depend on the PerTrac Suite of Investment Management Solutions.