ResearchTrak™ - Broker review and voting system

One of the most effective methods for evaluating the value of the research and trading services received from brokers and research providers.

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Research Trak 360™ - Self-administered broker review system

Comprehensive broker review system for firms that require immediate access to the industry leading broker review systems. Completely self-administered and designed based on specially selected review templates.

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HedgeTrak™ - Broker Review System for Hedge Funds

Gets the most out of brokers by identifying the strongest players and helping to improve the weaker ones.

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CommTrak™ - Complete commission management

Enables investment advisors and hedge funds to analyze spending across all brokers and research providers, as well as all investments (stocks, bonds, options, futures, etc.).

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CSATrak™ - Commission sharing arrangement manager

Enables investment advisors and hedge funds to manage commission sharing arrangements with brokers for the unbundling and separation of execution and research costs.

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RecTrak™ - Commission reconciliation system

Provides institutional money managers and hedge funds with the ability to automate the reconciliation of commission statements from sellside firms, and quickly spot errors.

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ServiceTrak™ and ServiceTrak Lite™ - Services manager

Based on real world requirements of asset managers and hedge funds to collect, consolidate and report on research products and services from third party providers.

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ProxyTrak™ - Securities lending tracking and recall

Automates the tracking and recall of shares loaned out by institutional advisors or hedge funds and the monitoring of material corporate events.

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