Hedge Funds & CTAs
Hedge Funds and CTAs are capturing a larger share of institutional and high-net-worth individual portfolios, but they’re also facing off against a rising number of savvy competitors. In a more crowded market, it’s essential to clearly communicate the factors that distinguish funds from others and to provide superior client service. In addition, investors are demanding greater accountability and transparency, which calls for reporting tools that are second to none.
PerTrac products for your needs:
PerTrac Analytics for Fund Managers >
Analytics enables investor relations and marketing managers to scrutinize their funds through the same lens as their investors, to clearly showcase competitive advantages and to automatically create professional, graphically-rich investor reports and pitch books.
PerTrac CMS for Fund Managers >
CMS provides sophisticated CRM tools and more to enable funds to manage the capital-raising process as well as to keep critical prospect and investor information organized, communications on track and compliance streamlined all along the way.
