PerTrac’s Client Services team provides supplemental consulting resources to ensure that our clients are using our software to its full potential and making the most of their limited time.
The Client Services team includes financial services specialists with proven skills in implementing the full range of PerTrac products, an in-depth knowledge of the industry and an understanding of the many challenges our clients face every day. Many of our consultants are CAIA charter holders or are candidates in the CAIA and CFA programs — and all have passed certification exams on our major products.
PerTrac Client Services offers a range of consulting engagements, including data migration, workflow analysis, newsletter or report building, on-site training and systems integration or customization.
PerTrac Client Services brochure
Data Migration
Populating a new system with critical data can be challenging, particularly if the data comes from multiple sources and in multiple formats. Our consultants can help you migrate your data into a high-quality data set that is free of errors and duplications, ensuring that your new system is ready to be used to its full potential. We’ll review your data and recommend the best way to perform the migration using our tools — or even perform the majority of the tasks for you.
Report and Newsletter Building
Many of our clients have unique analytical or marketing requirements that are not captured in our standard report templates. Our Client Services staff can develop custom report templates that meet your special needs — and we can even generate your reports on regular basis.
Workflow Analysis and Systems Integration or Customization
Often clients want to tailor their implementation to track more closely to their firm’s terminology or workflow. Our consultants can analyze your workflow and recommend enhancements or configurations that will ensure you get the maximum benefit from the PerTrac products you use. We can also customize our products to integrate with your proprietary systems, such as internal accounting platforms, so that you can get a single view into your business.
To engage one of our Client Services consultants or to get more information, please email consulting@pertrac.com.
