The CRM Solution for Investment Managers

Trusted by investment managers for 25 years, ProTrak International is MORE than a technology company – we are a RELATIONSHIP firm and we understand your business…

Staying Power!

ProTrak is uniquely qualified to be your CRM partner. We have been serving global institutional investment managers from our New York and London offices for 25 years. ProTrak Advantage CRM is our only product and, with our staff’s in-depth industry knowledge, we truly understand your business.
Learn More >

Manage Business Risk

Manage your sales pipeline, analyze redemption requests, manage liquidity, improve investor relations and ensure due diligence and regulatory compliance. Be prepared for SEC audits! ProTrak is an essential element of your business risk toolkit.
Learn More >

Have it Your Way!

With ProTrak, YOU can configure the system to meet your firm’s unique needs, without your IT group or outside help. We have been in this business long enough to know that every firm has their unique needs and eccentricities. Let us show you how you can mold ProTrak Advantage CRM to your firm.
Learn More >