Asset Allocation
Capital Raising
Client Reporting & IR
Compliance
Data Management
Due Diligence
Exposure Analysis
Liquidity Analysis
Performance Analytics
Portfolio Management
Research Management
Risk Management
Research Management
Portfolio managers and their teams who invest in alternative and traditional funds are increasingly dependent upon vast amounts of information from disparate sources, including emails, monthly manager calls, meeting notes, presentations and much more. They not only need quick and easy access to the data, but also the ability to conduct advanced search queries across all information sources and even within the body of a document or attachment.
PerTrac products for your needs:
PerTrac CMS for Investors >
CMS allows investment teams to collaborate more tightly by consolidating in a single repository all fund research data, including manager contacts and employment history, fund terms, subscription documents, research ratings, due diligence information, relationships and more.
