Strategic Financial Solutions, LLC.
introduced its flagship asset allocation and investment analysis software in
1996. Now, PerTrac 2000 SE is used by over 1,000 clients in 40 countries,
including banks, brokerage firms, consultants, plan sponsors, family offices,
investment managers and funds of funds. PerTrac’s full suite of services allows
staffs to operate at maximum capacity while simultaneously reducing the
overlapping costs of multiple software programs. Data is readily available from
a wide variety of outside sources on a wealth of investment vehicles, including
hedge funds, CTAs, mutual funds and separately managed accounts. PerTrac offers
comprehensive information management capabilities that can be customized and
searched based on almost unlimited criteria. The software also rapidly
calculates over 900 investment statistics and provides manager searches,
portfolio construction, optimization, style, peer group and statistical
analysis, and Monte Carlo simulation.