SOFTWARE SECTOR: Software Enabled Services
STATUS: Current Portfolio Company
WEBSITE: www.pertrac.com

PerTrac Financial Solutions, LLC was founded in 1996 with the goal of creating a comprehensive suite of software solutions for investment professionals. The company’s flagship product, the PerTrac Analytical Platform, has rapidly become the world’s leading asset allocation and investment analysis software. This state-of-the-art tool offers the most complete array of statistical measurements available, combined with portfolio construction, optimization, efficient frontier, peer and style analysis, retirement planning and Monte Carlo simulation capabilities. Once the analysis is complete, users can quickly create and generate an almost endless variety of reports, graphs and marketing materials which easily interface with an array of Microsoft programs, including Word, Excel and PowerPoint. Investment data is readily available in PerTrac format from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts. Now an industry standard, PerTrac is used by more than 1,500 clients in 45 countries, including banks, brokerage firms, consultants, plan sponsors, family offices, investment managers and funds of funds. In 2006, PFS acquired Whittaker Garnier, the maker of the investment industry's leading contact and information management system, which is used by more than 200 alternative investment professionals around the world. Also included in the PerTrac Suite of Investment Management Solutions is PerTrac Publishing and Design, which provides customized marketing materials for investment managers, and PerTracNet, a comprehensive web-based tool that combines PerTrac’s proven analytic capabilities with turnkey website development and hosting services. For additional information on the full suite of PFS products, please visit www.pertrac.com.