ProTrak Advantage Overview

ProTrak Advantage is a powerful investment management software designed to streamline portfolio management and enhance decisionmaking for financial institutions. This comprehensive platform offers tools for tracking investments, managing assets, and analyzing market trends, enabling users to make informed investment decisions. ProTrak Advantage provides realtime reporting capabilities, allowing firms to monitor portfolio performance, assess risks, and generate detailed analytics. The software features customizable dashboards that provide a holistic view of investment data, ensuring that users can access critical information at a glance. Additionally, ProTrak Advantage supports compliance with regulatory requirements, safeguarding firms against potential liabilities. By leveraging this software, financial institutions can enhance their investment strategies, optimize portfolio performance, and ultimately drive growth in a competitive market.

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Contact Details

  • Vendor Name ProTrak International
  • Founded 1987
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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ProTrak Advantage Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

ProTrak Advantage Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$15000 Per Feature

ProTrak Advantage FAQs

ProTrak Advantage is a powerful investment management software designed to streamline portfolio management and enhance decisionmaking for financial institutions. This comprehensive platform offers tools for tracking investments, managing assets, and analyzing market trends, enabling users to make informed investment decisions. ProTrak Advantage provides realtime reporting capabilities, allowing firms to monitor portfolio performance, assess risks, and generate detailed analytics. The software features customizable dashboards that provide a holistic view of investment data, ensuring that users can access critical information at a glance. Additionally, ProTrak Advantage supports compliance with regulatory requirements, safeguarding firms against potential liabilities. By leveraging this software, financial institutions can enhance their investment strategies, optimize portfolio performance, and ultimately drive growth in a competitive market.

  • No, ProTrak Advantage does not offer a free version.

  • Yes, ProTrak Advantage offers a free trial.

  • No, Credit Card details are not required for the ProTrak Advantage trial.

  • ProTrak Advantage offers the following pricing plans & packages:

    Basic

    $15000 Per Feature

  • ProTrak Advantage supports the following payment frequencies:

    • Annual Subscription

  • No, ProTrak Advantage does not offer an API.

  • ProTrak Advantage offers support with the following options:
    • Chat

  • ProTrak Advantage offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • ProTrak Advantage supports the following languages:
    • English

  • Following are the typical users of the ProTrak Advantage:
    • Self-Employed , Small-Business , Midsize-Business

  • ProTrak Advantage supports the following deployment:
    • Cloud Hosted

  • ProTrak Advantage supports the following devices and operating systems:
    • Web-Based