Equitrak is a powerful, unsurpassed system for ad-hoc query and custom reporting.
Provides unique capabilities for instant "point and click" queries and reports, allowing you to easily access the vast power of the Equitrak database without any need of programming knowledge or database skills.
- Need cash flows by quarter for direct investment within a specific industry across multiple portfolios? Just point and click.
- Need performance by vintage year or fund type? Again, just point and click. And so on.
Produces results ranging from a simple list of investments or investors to complex performance matrices and detailed capital account statements – all provided in full-featured, presentation-quality formatting.
Delivers an almost limitless array of reports which are customized to your needs – based on an ever-growing library of standard templates.
Creates reports easily through the system’s "plug and play" technology that’s fast and simple to use – Reports can be input immediately into the system with no required changes to the base software.
Exports all custom reports to Excel, PDF or any of the other systems that accept standard export file formats.