Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees.
• Investors can securely log in and view their portfolio information, holdings, transactions, realized gains and performance reports through the app or portal
• Investors can perform data analysis with drill down capabilities
• Investors can send trade order requests, these are communicated to the back end order management system electronically without any manual intervention
• Investors can send service requests to their wealth managers
• Relationship managers and advisors can view client information and get access to client portfolio information using the app
• Relationship Managers can respond to service requests
• Risk Assessment and profiling of the client can be completed using Investrack
• Internal employees of Investment Management companies can use Investrack to do risk assessment, help in product/model selection, portfolio construction, investment proposal generation etc.
• Increase efficiency and reduce cost through electronic, secure distribution of statements, research reports and other documents
• Investrack integrates data from other systems as well in order to provide a 360 degree view of your relationship with your customer
• We have ready-made connectors to Geneva®, Advent Portfolio Exchange®, Moxy®, Tradex®