Strategic Financial Solutions LLC, the creator of the PerTrac Suite of Investment Management Solutions, will now be known as PerTrac Financial Solutions. The new name, taken from its well-known flagship product, reflects the integration of its recent acquisition of Whittaker Garnier into the business and the release of the first commercial version of an integrated product suite. It is heralded by a new corporate logo, a newly-positioned suite of integrated workflow solutions for investors and investment managers, and a soon-to-be relaunched corporate website.
PerTracâs corporate rebranding comes almost exactly one year after Insight Venture Partners and Salmon River Partners completed a $63 million round of growth financing in the company. Since then, the company has experienced tremendous growth, acquiring London-based Whittaker Garnier, maker of CMS, the leading contact, document, and information management software for the alternative investment industry, introducing a new version of the PerTrac Analytical Platform, the worldâs leading investment analysis and asset allocation software, and integrating its front and middle office software solutions into a comprehensive platform.
As part of the transition, Whittaker Garnierâs CMS has been rebranded as PerTrac CMS, and is currently being integrated into the PerTrac Suite of Investment Management Solutions, alongside the PerTrac Analytical Platform, PerTrac Publishing and Design, PerTracNet, PerTrac Web Tools, PerTrac Document Manager, PerTrac Investor Solutions and PerTrac Mobile Solutions.
âWeâve accomplished quite a lot over the past year,â noted Gerald Mintz, President and CEO of PerTrac Financial Solutions, LLC. âTo emphasize the integration of Strategic Financial Solutions and Whittaker Garnier and our commitment to an integrated suite of financial workflow products, we thought it appropriate to operate under a single company name worldwide and to change our image to signal the underlying changes in our business. From now on, weâll be known as PerTrac Financial Solutions, the name that many of you already use when you call us. Weâre excited about our plans to make our PerTrac Suite into an even more functional set of integrated tools to help investment professionals around the world meet their analytic and workflow needs.â