PerTrac Financial Solutions announces the debut of the popular Barclay Contact Database in a format specially designed for use with PerTrac CMS, the companys investment workflow management software. The Barclay Contact Database represents the first third-party content available for PerTrac CMS, used by hundreds of investment firms worldwide to manage the contacts, communications, business information and documents central to their daily tasks.
“For years now, PerTrac CMS has provided the most efficient way for investment firms to centrally store, organize and access the contacts and other information they acquire in the course of running their business,” says PerTrac CEO and president Gerry Mintz. “Now, PerTrac CMS users can immediately access comprehensive contact information on more than 20,000 hedge funds, CTAs and funds of funds, all gathered and continually updated for them by Barclay, one of the leading names in alternative investment data. Having this kind of information connected to day-to-day workflow system is bound to have a beneficial impact on our clients ability to raise new assets, promote their products and services, discover new investment opportunities and conduct due diligence.”
The Barclay Contact Database is available immediately for use with PerTrac CMS. The initial database and subsequent monthly updates will be distributed by PerTrac directly to clients.
The announcement signals an expansion of the two companies longstanding relationship. A number of other popular Barclay investment databases have been available for several years for use with the PerTrac Analytical Platform, the companys flagship application for investment analysis and asset allocation.