PerTrac CMS is a comprehensive research management software platform that enables investment teams to consolidate all fund research data, manage interactions with investment managers and keep due diligence on track.
Main features:
- Centralize manager research so that everyone in your organization has the information they need at their fingertips.
- Automatically capture all e-mails, meetings, notes and tasks in Microsoft Outlook – an environment you work in every day.
- Track an unlimited amount of due diligence information – and conduct advanced queries across all information sources.
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