The next generation of PerTrac is here! The same capabilities you know and utilize are now available in an enhanced web-based user interface that offers dynamic search, interactive product profiles, advanced risk analysis integration, drag-and-drop charting, and intuitive reporting — improving efficiency and workflow to make your work life better.
- Access anytime, anywhere. Leverage a web-based solution that is available from any computer and even on the road with eVestment for iPad.®
- Benefit from automatic improvements. Eliminate manual data updates or installation of new software – a value add included as a part of your subscription.
- Access comprehensive data. Conduct your analysis using the eVestment global database – the #1 database as ranked by Cerulli and Money Management Letter and used by 74% of the top 50 consultants worldwide.
- Perform fund/peer analysis. With interactive profiles and charts, you can compare a fund’s performance by dragging and dropping benchmarks and funds into 50+ charts.
- Optimize portfolios. Construct, optimize and simulate pro forma or active portfolios.
- Integrate risk analysis. The RiskPlus tool has been revamped and integrated into the online system.
- Create custom reports. Build professional, made-to-order marketing materials, client-ready tear sheets quickly and easily.
What You Can Expect
- Introduction & Training. Our specialists will walk you through a demo and provide a personalized training session.
- Setup & Integration. We transfer your funds and universes, provide report assistance, then grant parallel access to the new system.
- Support & Review. We provide ongoing client service assistance, as well as follow-ups and check-ins.
- Finalize Upgrade. Your upgrade is then finalized by completing the amendment paperwork.
To get more detailed information or to discuss this upgrade, please don’t hesitate to reach out to your support team. This is the evolution of PerTrac, so let us help you stay up-to-date and start experiencing these new features today!