---
description: Learn more about ProTrak Advantage price, benefits, and disadvantages for businesses in Ireland. Read verified software reviews and discover tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: ProTrak Advantage Pricing, Cost & Reviews - Capterra Ireland 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [ProTrak Advantage](/software/169490/protrak-advantage)

# ProTrak Advantage

Canonical: https://www.capterra.ie/software/169490/protrak-advantage

> An easy-to-use solution with investor relations, account tracking, sales pipeline management,  reporting and more.. for financial firms
> 
> Verdict: Rated **5.0/5** by 3 users. Top-rated for **Ease of Use**.

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## Overview

### Who Uses ProTrak Advantage?

ProTrak CRM caters to Institutional Asset Managers,  Hedge Funds, Private Equity, Funds of Funds, Wealth Managers, Family Offices,  Consultants and Intermediaries servicing the Financial Industry.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 3 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money |  | Based on overall reviews |
| Features |  | Based on overall reviews |
| Recommendation percentage | - | ( Likelihood to recommend) |

## About the vendor

- **Company**: ProTrak International
- **Founded**: 1987

## Commercial Context

- **Starting Price**: US$15,000.00
- **Pricing model**: Per Feature (Free Trial)
- **Pricing Details**: For a 5 user system
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Alerts/Notifications
- Benchmarking
- Client Management
- Compliance Tracking
- Contact Management
- Document Management
- Investments Tracking
- Lead Management
- Marketing Automation
- Risk Management

## Support Options

- Chat

## Category

- [Investment Management Software](https://www.capterra.ie/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.ie/directory/20010/investment-management/software)
- [Financial CRM Software](https://www.capterra.ie/directory/30562/financial-crm/software)
- [Hedge Fund Software](https://www.capterra.ie/directory/10060/hedge-fund/software)

## Alternatives

1. [Backstop](https://www.capterra.ie/software/169054/backstop) — 4.3/5 (46 reviews)
2. [Morningstar Direct](https://www.capterra.ie/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
3. [Dynamo Software](https://www.capterra.ie/software/67068/dynamo) — 4.6/5 (34 reviews)
4. [AtomInvest](https://www.capterra.ie/software/196290/atominvest-software) — 5.0/5 (9 reviews)
5. [PackHedge](https://www.capterra.ie/software/164389/packhedge) — 4.9/5 (11 reviews)

## Reviews

### "Superb CRM System for Asset Managers" — 5.0/5

> **David** | *8 July 2015*
> 
> This system designed specifically for asset managers is extremely well thought out.  It is comprehensive, flexible and convenient; it does pretty much anything and everything a money manager could want to do.  Perhaps the most powerful advantage of Advantage is Protrak's customer service.  Protrak's extremely capable staff invariably handle calls quickly, competently, helpfully, and politely.  Perhaps best of all, related to this client-focused attitude is Protrak's unusual degree of non-defensiveness and openness to suggestions from users.  Protrak considers all such suggestions, vets them with other users, and integrates the best of them into subsequent releases. This assures users of a constantly evolving and improving system.

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### "The Single Best CRM in the Industry" — 5.0/5

> **Rachel** | *10 July 2015*
> 
> I've had the pleasure of using ProTrak since 1994 and have used it religiously in over 5 firms.  ProTrak was designed with the nuanced institutional investor in mind -- it's the single most comprehensive, intuitive and accessible CRM I've used.  We recommend it to our global clients who are looking for the single best solution in meeting the demanding challenge of identifying, qualifying and securing new investors and the high touch follow up required to secure capital today.  Our industry is entirely relationship driven.  ProTrak provides the competitive tool required to ensure nothing is ever missed and no relationship ever forgotten.  They set the standard.

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### "In my view, the best CRM system out there for Hedge Funds, FoF's and Private Equity Funds" — 5.0/5

> **Mario** | *2 July 2015*
> 
> I was one of the Managing Directors at Robeco-Sage responsible for acquiring ProTrak. At the time, we look at several systems. We were very pleased with ProTrak. We had all contacts in one place and many types of managerial reports available. It also allowed me to follow projects and cooperation within the team and other support staff. The system was clean and friendly to use. 

When I started my own business 4 years ago, I acquired ProTrak again. I am still using it today.

## Links

- [View on Capterra](https://www.capterra.ie/software/169490/protrak-advantage)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/169490/ProTrak-Advantage/> |
| en-AE | <https://www.capterra.ae/software/169490/protrak-advantage> |
| en-AU | <https://www.capterra.com.au/software/169490/protrak-advantage> |
| en-CA | <https://www.capterra.ca/software/169490/protrak-advantage> |
| en-GB | <https://www.capterra.co.uk/software/169490/protrak-advantage> |
| en-IE | <https://www.capterra.ie/software/169490/protrak-advantage> |
| en-IL | <https://www.capterra.co.il/software/169490/protrak-advantage> |
| en-IN | <https://www.capterra.in/software/169490/protrak-advantage> |
| en-NZ | <https://www.capterra.co.nz/software/169490/protrak-advantage> |
| en-SG | <https://www.capterra.com.sg/software/169490/protrak-advantage> |
| en-ZA | <https://www.capterra.co.za/software/169490/protrak-advantage> |

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