• PerTrac Analytics

    • "We depend heavily upon PerTrac Analytics and are delighted with the improved 7.0 version.  Its redesigned home window is a real time saver and adds utility by helping sort on numerous criteria right from the home window. The new Data Manager with automated downloads saves us staff time and gets us the data sooner.  And the enhanced statistics are an excellent addition to our risk analysis capability."

      —The Pacific Financial Group Inc., Investment Manager (North America)

    • "PerTrac's customer service is outstanding. The support team is readily available to answer questions – such as when we want to do a statistical comparison using PerTrac Analytics in order to efficiently and confidently run reports.  PerTrac Analytics also allows us to model portfolios with our current and prospective managers and delivers useful quantitative analysis."

      —AWJ Capital Partners, Fund of Fund (US)

    • "As a long-time user of PerTrac products, we knew we needed PerTrac Analytics when we established Optimus Consultancy in Dubai. We’re always looking to give our clients the edge, and PerTrac enables us to track their watch lists of funds, create in-depth reports on fund performance and optimize portfolios by demonstrating the risk diversification that can be gained by adding certain fund investments. In addition, we greatly value PerTrac’s round-the-clock support as well as local account coverage and training in the Middle East."

      —Optimus Consultancy, Independent Consultant (Dubai)

    • "PerTrac Analytics 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.  And the custom reports feature is extremely helpful in presenting information to our investment committee."

      —Foundation, (North America)

    • "PerTrac Analytics 7.0 has been a welcome addition for our team. As a small team managing endowment, pension and working capital assets for the College, we need to use technology wherever possible to increase our efficiency without sacrificing quality. PerTrac has allowed us to streamline our reporting process by limiting our reliance on manual calculations in spreadsheets.  Since our adoption of PerTrac, we have been able to seamlessly and consistently integrate advanced analytics into both our standard and ad hoc reporting packages.  We also have been thrilled with the entire team's responsiveness to our requests and their assistance in working through any issues that we might have."

      —Endowment, Massachusetts (North America)

  • PerTrac Add-Ons

    • "We have been a PerTrac client for over 12 years and have appreciated the evolution of PerTrac products, a consistently helpful support team and user-friendly systems. We recently purchased PerTrac RiskPlus and have been pleased with the results. RiskPlus reports help us evaluate all of our invested managers on an individual and portfolio level basis."

      —Fundana, Hedge Fund Advisor (Switzerland)

    • "PowerLink is a fantastic addition to PerTrac Analytics, as it allows us to use a vast array of statistics, qualitative information and modeling capabilities in a flexible excel format. The major advantage for us is being able to create 100% customisable, dynamic and accurate reports that require next-to-no manual intervention. Risk reports, performance reports and tailored client reports can now be controlled in a familiar format and manipulated to suit any function.  PowerLink's great Excel integration and automation features are definitely a worthy investment."

      —Nemesis Asset Management, Fund of Funds (UK)

  • PerTrac Services

    • "Great software and sloppy technical support will sink you. With PerTrac you get exceptional software and an expert support team. PerTrac doesn’t just provide you with an excellent analytical and reporting tool, it partners with you to ensure your needs are met. I've used PerTrac for four years and would strongly recommend it to anyone who wants a system with the capability to integrate and analyze sophisticated investment data as well as with the flexibility to create custom reports on the fly."

      —Emerald Asset Advisors, Asset Advisor (North America)

    • "Timely support troubleshooting was a big reason we went with PerTrac for our research needs, and I'm happy to see that it was a good decision."

      —The Archstone Partnerships, Fund of Funds (North America)

    • "I find PerTrac service to be very thorough and reliable. Any time I need product guidance or have an issue, they find a solution in a timely manner."

      —Cammeby's International, Fund of Funds (North America)

    • "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, $3.5B (North America)