ProTrak Mobile is a companion application to the desktop version of ProTrak Advantage CRM solution. ProTrak International, Inc. has been in business for the past 27 years offering a Client Relationship Management (CRM) solution built exclusively for the investment management industry. Other functions that are frequently used are the calendar and document attachments functionality.

ProTrak Mobile alternatives

Barclays Live

Barclays Live offers its institutional clients an exclusive application featuring award-winning research, market monitors, analytical tools, FX pricing from BARX and a Connect messaging feature. The Barclays Live app delivers a new, personalized and interactive experience. Clients will require a Barclays Live username and password.

  • size 74.7 MB

Seeking Alpha Portfolio

Be the first to know about news and market moving analysis on the stocks you follow. Instant alerts of news and analysis on your stocks. For more information, check out seekingalpha.comIf you are experiencing issues or have suggestions to improve the app, please email: [email protected]

  • size 76.1 MB

Morningstar for Investors

For millions of investors, Morningstar.ca is the first choice for independent investment research and insights. Now you can experience the best of our flagship website on your iPhone. Terms of Use: https://members.morningstar.ca/FreeUserAgree.aspx?culture=en-CA

  • size 40.8 MB

Bloomberg Professional

The Bloomberg Professional app keeps you connected to the same market-moving news, data and information you depend on at your desktop Terminal. Gain the advantage that comes with up-to-the-minute market view, intelligent search, 24/7 live customer support and the ability to seamlessly share information and ideas with your network. To learn more about the Bloomberg Terminal or request a demo, visit https://www.bloomberg.com/professional/Key Features Monitor real-time news, market data and insights on topics that matter to you See market news at a glance with the Today View Connect and share ideas with your network via Message, Instant Bloomberg and Notes Get notified with important market, economic and news alerts View financial data & security details on any company of interest Read, download & share research reports Analyze & manage your portfolios performance in real-time Find information quickly by searching across all content and data on the Bloomberg Terminal Access our 24/7 help desk for instant support For more information, visit bloomberg.com/mobileFollow us at https://twitter.com/theterminal

  • size 227 MB