Mignon Genve S.A., a Swiss registered asset management company, has upgraded to PerTrac Financial Solutions LLC’s PerTrac CMS version 6, the latest edition of the workflow management software designed for the investment industry.
Mignon Genve serves as an advisor to private and institutional clients including the Alpstar Management Companies which manage hedge funds, funds of hedge funds, and structured credit products totaling approximately 3 billion in assets. Mignon Genve has used PerTrac CMS as its contact, communications, information, and document management system since 2004.
“We decided to upgrade our existing version of PerTrac CMS to version 6 as we saw a notable improvement in a number of key features, which would make client data management more efficient and versatile. The fact that the speed of information processing has been improved has made the new version very appealing,” says Jrme Duvillard, head of IT, Risk & Operations, Mignon Genve.
PerTrac CMS integrates completely with Microsoft Outlook, an application already familiar to most users, making it an intuitive software application. Funds of funds managers use PerTrac CMS both for client service and relationship management tasks, as well as to manage information about current and potential underlying investments, such as fund subscriptions and redemptions, and to manage the due diligence process.
PerTrac CMS can automatically log all emails, phone calls, and meetings with clients, investment managers, and other contacts. Users define the unique requirements of each client and maintain up-to-date investor profiles and classifications, helping them deliver a higher level of client service.
In addition, PerTrac CMS allows for more efficient task management when follow-ups are needed. By keeping all relevant information clearly organised, users can better ensure they comply fully with applicable government regulations. Customisable reports allow users to more easily analyze the information they have, empowering them to make better decisions. PerTrac CMS helps users structure their entire workflow management framework.
“We are very gratified with the response to this latest version of PerTrac CMS and I am pleased that a major client like Mignon Genve has chosen to upgrade to it. We think PerTrac CMS is the best solution for fund of funds, hedge funds, prime brokers, and fund administrators who need a user-friendly tool to harness the huge amounts of information they receive and create in a way that is tailored to their role in the alternative investment industry. Version 6 offers features like CMS Explorer, a completely redesigned Reports module, and integration with the PerTrac Analytical Platform application, taking PerTrac CMS to a whole new level,” says Gerry Mintz, CEO and president, PerTrac.