ProTrak International

Established over 18 years ago, ProTrak International is a recognized industry veteran in developing and delivering customer relationship management (CRM) and sales force automation (SFA) software for the investment and financial communities. ProTrak provides a suite of sales, marketing, and service productivity tools. The company is based in New York (USA) and has a support office in the United Kingdom (UK). ProTrak’s global client base manages in excess of $550 billion in assets and employs over 1,000 professionals.

CRM for Financial and Insurance Markets ProTrak Advantage ProTrak Advantage is the new edition of ProTrak’s CRM software. Its many features include an automated task scheduler, a workflow template manager, and mass e-mail distribution with client report attachments.