PerTrac CMS is much more than a CRM solution. It’s a sophisticated software platform that helps Investor Relations, Marketing and Fund Managers keep critical prospect and investor information organized, communications on track and compliance streamlined all along the way.
PerTrac CMS for Fund Managers brochure
Key Features
- Centralize client and prospect data so that everyone in your organization has the information they need at their fingertips.
- Automatically capture all e-mails, meetings, notes and tasks in Microsoft Outlook – an environment you work in every day.
- Track, locate and retrieve archived reports and agreements with a built-in document management system.
- Maintain a complete audit trail of what was said, sent and received for last minute compliance reviews.
- Configure the system to define your own action rules and alert settings.
- Access information remotely via any mobile device or web browser.
Primary Functionality
- Capital Raising – Manage the capital-raising process from marketing to due diligence to investment:
- Pipeline management module allows for easy projection of upcoming investments
- Due diligence module helps in RFP creation for prospective investors
- Roadshow module allows users to plan trips using Google maps
- Prospect dashboards help to automate follow up and keep track of all activity
- Compliance – Easily conduct due diligence on potential investors to ensure regulatory compliance. Track and log all interactions and communications with prospective investors in a single repository to standardize the compliance process.
- Investor Services – Maintain a centralized database with all investor-related data, ranging from accounts to balances, from contacts to compliance and from e-mails to subscription documents. Stay on top of important accounts with investor dashboards that integrate with your administrator to provide up-to-date financial data. Track cash flows to provide liquidity and asset flow projections. And easily handle complex nominee account structures.
- CRM and Client Reporting – Use mass mailing tools with the latest watermarking technology to distribute content to investors in an efficient and secure way. Streamline the follow-up process by packaging commonly used materials and email snippets in automated emails. Create reports on the fly with Microsoft Excel integration.
Related Products, Services and Add-Ons
- PerTrac Analytics for Fund Managers – Distinguish your funds and take your performance reports and marketing materials to the next level with the most sophisticated array of statistical measurements, investment data and reporting tools available.
- Consulting Services – Engage PerTrac Professional Services consultants to analyze your workflow and customize our products to integrate with proprietary systems.
- Mobile 2.0 – Enable your Blackberry handheld device to access data stored in PerTrac CMS.
