PerTrac P-Card is a breakthrough platform for sharing and updating investment data. P-Card provides fund managers with a secure and convenient way to distribute their fund information to current and prospective clients. And it enables investors to automatically update their investment databases without having to manually enter data. Best of all, all fund managers and PerTrac Analytics clients can take advantage of PerTrac P-Card for free.
PerTrac P-Card allows fund managers to:
- Easily share daily, weekly, and monthly returns.
- Send sensitive portfolio data directly to investors in a secure format with a complete audit trail.
- Improve their client service and marketing efforts.
PerTrac P-Card allows investors to:
- Update fund information automatically, without time-consuming manual data entry.
- Ensure they have correct, up-to-date fund records.
- Receive sensitive portfolio data for ongoing due diligence.
Fund managers can get free software to create P-Cards by first registering your funds (click on link below).
PerTrac Analytics clients can download P-Card reader software for free by logging into PerTrac Client Connect (click on link below).
