PERTRAC FINANCIAL SOLUTIONS

pertrac-financial-solutions-logo

PerTrac Financial Solutions, LLC provides analytic and workflow solutions for investment professionals. Its products include PerTrac Analytical Platform that is used for finding, tracking, and analyzing investments, building portfolios, and creating reports and presentations; PerTrac Reporting Studio, which produces a range of customizable reports and presentations; and PerTrac CMS, a contact and information management software. The company also offers PerTrac Portfolio Manager that gives funds ... of funds and multi-manager institutional investors tools to organize and understand information relevant to portfolios; PerTrac Publishing and Design, a one-stop analysis and design center for marketing documents and reports; and PerTracNet, a Web-based tool. It serves banks, brokerage firms, consultants, plan sponsors, family offices, investment managers, and funds of funds. The company has a strategic partnership with SunGard. PerTrac Financial Solutions, LLC was formerly known as Strategic Financial Solutions LLC. The company was founded in 1996 and is based in New York, New York with additional offices London, the United Kingdom; Memphis, Tennessee; Reno, Nevada; Tokyo, Japan; and Hong Kong.

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PERTRAC FINANCIAL SOLUTIONS

Social Links:

Industry:
Analytics Career Planning Database Finance Financial Services Software

Founded:
1996-01-01

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.pertrac.com

Total Employee:
51+

Status:
Closed

Contact:
(877) 769 2388

Email Addresses:
[email protected]

Total Funding:
63 M USD

Technology used in webpage:
IPhone / Mobile Compatible SPF SSL By Default Microsoft Exchange Online Amazon Office 365 Mail Microsoft Azure DNS Amazon Virginia Region Amazon Route 53 Microsoft


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Current Advisors List

joshua-lewis_image

Joshua Lewis Member of the Board of Directors @ PerTrac Financial Solutions
Board_member

Founder


not_available_image

Frank Smith

not_available_image

Milt Baehr

Investors List

insight-partners_image

Insight Partners

Insight Partners investment in Venture Round - PerTrac Financial Solutions

Official Site Inspections

http://www.pertrac.com

  • Host name: ec2-54-235-189-97.compute-1.amazonaws.com
  • IP address: 54.235.189.97
  • Location: Ashburn United States
  • Latitude: 39.0481
  • Longitude: -77.4728
  • Metro Code: 511
  • Timezone: America/New_York
  • Postal: 20149

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HOME | www.pretrac.com

Premier Real Estate & Financial Services dba ERS Mortgage/ 510-686-2280 / F 510-280-7243 / [email protected] / © 2019 PremierSee details»

CONTACT | www.pretrac.com

Premier Real Estate & Financial Services dba ERS Mortgage/ 510-686-2280 / F 510-280-7243 / [email protected] / © 2019 PremierSee details»

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