New Version of PerTrac Analytical Platform Released Today Significant New Data Management Tools Feature in Vendors Second Maj



PerTrac Financial Solutions, LLC (PFS) announced today the release of an updated version of the PerTrac Analytical Platform, the world's8217;s leading investment analysis and asset allocation software. The new release, version 6.0.19, provides a number of important new features and major enhancements, and marks the second major update this year to the company's8217;s most widely-used application. The PerTrac Analytical Platform is part of the company's8217;s PerTrac Suite of Investment Management Solutions, a unified front-and-middle office platform for investment analytics and workflow management.

's8220;We have focused this year on delivering features and enhancements that have been directly requested by our client base,'s8221; said PFS CEO Gerry Mintz. 's8220;This release brings to the market several important new capabilities that will improve productivity across our client base.'s8221;

The major new features in version 6.0.19 include PerTrac IDs with unique universe architecture, Search Builder, Batch Search, and PerTrac Messages.

's8220;The introduction of the PerTrac ID will certainly be welcomed by our clients who combine investment data records from more than one data source into a single database,'s8221; noted Mintz. 's8220;We's8217;ve developed a PerTrac ID code that is unique to each hedge fund and share class. When combining two or more databases from different data vendors, the user can simply click a button and PerTrac will create a universe of unique funds, based on the PerTrac ID, hiding duplicate records based upon the user's8217;s chosen data vendor priority. Users therefore receive the benefit of having multiple databases without having to manually identify duplicate records, and they can easily toggle between data sources to access the full complement of information available on each fund from the different vendors. Our 2003-2005 Hedge Fund Database Studies showed the importance of multiple data sources in hedge fund screening. Now, we are in a unique position to assist users who may have wanted more data, but who were intimidated by the huge task of sorting and matching fund records on their own. Our PerTrac ID system is unique to the PerTrac Analytical Platform -- our staff maintains the PerTrac ID database, which is updated daily, taking the guesswork out of matching funds. Additionally, the PerTrac ID feature can assist users that receive information directly from investment managers.'s8221;

's8220;Enhanced search capabilities also play a major role in version 6.0.19,'s8221; Mintz continued. 's8220;The new Search Builder allows users to construct single searches that include multiple qualitative and quantitative criteria. Qualitative criteria can be set to search across investment records from different data vendors within the same search, and searches can be saved for use again later. Value hints help users include quantitative criteria in their searches by displaying handy statistical definitions right in the Search Builder window. Search results can be viewed in a Search Criteria Report, a Pass/Fail Report, or a Search Summary Report that can be saved as an Excel file. Batch Search allows several different searches to run concurrently, offering the potential to shave many hours off users's8217; monthly data processing routines.'s8221;

The product has been extensively tested by a number of beta clients, and the new data management capabilities in the PerTrac Analytical Platform are already getting rave reviews from PerTrac users. Steve Spence of Terrapin Asset Management, LLC remarked, 's8220;This is an excellent addition. I love the ability to select variables across areas simultaneously.'s8221; In response to the new Batch Search tool, Garalyn Davis of FiduciaryVest said, 's8220;It's8217;s great to be able to save and run many searches together.'s8221;

PerTrac Analytical Platform version 6.0.19 is available for download immediately.

PerTrac Financial Solutions was founded in 1996 (as Strategic Financial Solutions) with the goal of creating a comprehensive suite of software solutions for investment professionals. The company's8217;s flagship product, the PerTrac Analytical Platform, rapidly became the world's8217;s leading asset allocation and investment analysis software. This state-of-the-art tool offers the most complete array of statistical measurements available, combined with portfolio construction, optimization, efficient frontier, peer and style analysis, retirement planning and Monte Carlo simulation capabilities. Once the analysis is complete, users can quickly create and generate an almost endless variety of reports, graphs and marketing materials which easily interface with an array of Microsoft programs, including Word, Excel and PowerPoint. Investment data is readily available in PerTrac format from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts. Now an industry standard, PerTrac is used by more than 1,500 clients in 45 countries, including banks, brokerage firms, consultants, plan sponsors, family offices, investment managers and funds of funds. PerTrac Financial Solutions acquired Whittaker Garnier in 2006, making its CMS product another major component of the PerTrac Suite. PerTrac CMS is the investment industry'ss leading contact and information management system, and is used by more than 225 alternative investment firms around the world. PerTrac CMS provides its users with the ability to effectively manage investor information, including portfolio performance updates from administrators and accounting systems, to communicate with investors, and to manage the workflow, documents and communications related to their investment process. Also included in the PerTrac Suite of Investment Management Solutions is PerTrac Publishing and Design, which provides customized marketing materials for investment managers, and PerTracNet, a comprehensive web-based tool that combines PerTrac's8217;s proven analytic capabilities with turnkey website development and hosting services. For additional information on the full suite of PerTrac products, please visit www.pertrac.com.

Contact: Meredith Jones, Managing Director, 615-297-4500





New Version of PerTrac Analytical Platform Released Today Significant New Data Management Tools Feature in Vendors Second Maj