PerTrac CMS Complete

The latest version of PerTrac CMS Complete, version 6.2, is developed by PerTrac Financial Solutions. This software is categorized under Home & Hobby with a subcategory of Bookkeeping-Cataloging. It runs on Windows XP and offers users a solid platform for managing research and consolidating all fund-related data effectively.

One of the standout features of PerTrac CMS Complete is its ability to centralize manager research, ensuring that everyone in your organization has easy access to the necessary information. Additionally, the software can automatically capture all emails, meetings, notes, and tasks directly within Microsoft Outlook, enhancing convenience and keeping everything in an environment users are familiar with.

Moreover, PerTrac CMS Complete enables users to track unlimited due diligence information, making it possible to conduct advanced queries across all available information sources. This is particularly useful for investment teams aiming to maintain thorough and organized research data.

Though the program runs specifically on Windows XP, it remains a powerful tool in its specified category. It's worth noting that this software is available under a Demo license, which might limit some functionalities but provides a good opportunity to explore its features without commitments.

For those wanting to explore previous iterations, the software also has other versions available, including 6.0. Users can download the free demo version to assess its capabilities before making a purchase decision.

Pros:

• Centralized manager research for convenient access to data
• Automatic capture of emails, meetings, notes, and tasks in Microsoft Outlook
• Ability to track unlimited amount of due diligence information

Cons:

• Limited to Windows XP OS
• Available only under a Demo license, restricting full functionality

Overall, PerTrac CMS Complete 6.2 by PerTrac Financial Solutions is a highly capable tool for bookkeeping and cataloging in the home and hobby sector, ideal for users needing a robust system to manage investment research and documentation.

You may want to check out more software, such as Eura CMS, PDF Complete or Fleet Complete, which might be similar to PerTrac CMS Complete.