Equitrak allows you to vastly simplify and streamline the tasks involved with managing investor data and generating investor correspondence. Whether you have 5 investors or 5,000 investors, Equitrak gives you the capabilities you need.
Equitrak’s CRM capabilities fully automate the generation and distribution of investor communications via advanced document management features including email and fax integration.
Equitrak WebLP allows you to make investor and partnership data and correspondence available to your investors through a secure and easy-to-use website.
