Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PD-Trak serves as an innovative system for managing ideas, projects, and portfolios specifically tailored to enhance the management of product development initiatives through a structured stage/phase-gate approach. This versatile and budget-friendly solution caters to both emerging startups and established multinational enterprises. By merging the user-friendly nature of a web-based application with the robust functionalities typically associated with Excel, PowerPoint, and MS Project—though using MS Office tools is optional—PD-Trak ensures a seamless experience for users. Additionally, PD-Trak Solutions provides expert consulting and training services focused on project portfolio management (PPM) and the stage/phase-gate methodology, empowering organizations to optimize their project workflows. This comprehensive support further enhances the overall effectiveness of the system in meeting diverse project management needs.
Description
We are a bookkeeping service and legal firm dedicated to delivering actionable financial reports, established by both attorneys and accountants to offer exceptional accounting services tailored for law practices, supplemented by our innovative firmTRAK Visualize app. With a decade of expertise in providing comprehensive accounting solutions and enhanced reporting specifically for legal professionals, our founding partner, who is an active attorney, understands the essential requirements for law firms to thrive. Our knowledgeable team excels in fostering organizational discipline that ensures your online operations run efficiently. Through firmTRAK, we deliver precise and prompt reports compatible with your preferred merchants and technology platforms. As a small business ourselves, we appreciate the commitment needed for success, which drives our mission to empower small enterprises. Our dedication to outstanding customer service and clear communication is fundamental to our approach, helping trades and professional services flourish. Ultimately, we believe that our success is intertwined with the success of our clients, making their growth our top priority.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Clio
No
Gusto
No
PracticePanther Law Practice Software
No
Xero
No
Integrations
Clio
Yes
Gusto
Yes
PracticePanther Law Practice Software
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
PD-Trak Solutions
Website
pd-trak.com
Vendor Details
Company Name
firmTRAK
Country
United States
Website
www.firmtrak.com
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
Yes
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
Yes
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Business Performance Management
Ad Hoc Reports
No
Ad hoc Analysis
No
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
No
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
Yes
Qualitative Analysis
No
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
No
Data Analysis
Data Discovery
No
Data Visualization
No
High Volume Processing
No
Predictive Analytics
Yes
Regression Analysis
No
Sentiment Analysis
No
Statistical Modeling
No
Text Analytics
Yes
Data Visualization
Analytics
No
Content Management
No
Dashboard Creation
Yes
Filtered Views
No
OLAP
No
Relational Display
No
Simulation Models
No
Visual Discovery
Yes