Wealth Managers
Private banks, trust companies and other private wealth managers serve many of the world’s most sophisticated and demanding individual investors. Typically, portfolios are large, well diversified and include a wide range of non-traditional investments. Not only must investment management and reporting be world-class, clients are insisting on increased transparency, more thorough due diligence and advanced risk management services.
PerTrac products for your needs:
PerTrac Analytics for Investors >
Analytics enables wealth managers to identify and screen for appropriate investments which meet certain risk/reward profiles as well as to automate the creation of performance reports. And with the add-on module, RiskPlus, managers can conduct in-depth risk assessment of their portfolios.
PerTrac CMS for Investors >
CMS provides all the tools needed to centralize fund research, manage interactions with investment managers and keep due diligence on track.
PerTrac Portfolio >
Portfolio gives wealth managers an automated and systematized way to centralize, model and monitor their diverse portfolios of hedge funds as well as manage their liquidity.
