Discontinued App

Investrack Lite

Investrack is the premier Client Engagement Mobility & Reporting Solution for Clients and Relationship Managers. Investrack App enables investors ...

Discontinued App

Description

Investrack is the premier Client Engagement Mobility & Reporting Solution for Clients and Relationship Managers. Investrack App enables investors to view their portfolio information and interact with their Wealth Manager online, while providing the Relationship Manager/Portfolio Managers and others, the tools they need to be effective outside the office. Asset and Wealth Managers who have implemented Portfolio Management solutions, such as Advent Portfolio Exchange®, can easily and automatically provide a way for their clients to view their portfolio and reports, and provide a differentiated level of service to clients and prospects. This solution brings the following advantages to Wealth Managers: •Easy access to prospect, client and portfolio group contacts, activities, performance, and other portfolio reports from anywhere •Drill-down into the transaction at any time on any platform •Interact with CRM while outside the office •Jointly fill the Risk Profile questionnaire with your client •Combine and integrate ALL client info into one platform •Supports security integration with Single Sign-On, or its built-in security administration •Integrate with portfolio management systems, risk profiling & monitoring, fund administration & workflow, core banking, order management, and other standards-based systems •Exceed your clients’ expectations: push research, news, statements, and other documents to select clients as profile-based targeted campaigns, or to all clients and prospects •Ensure compliance with recording client requests, transactions, interactions, and outcomes •Streamline internal process using electronic workflows, and extend them using mobile platforms and web •Allow the client to see the complete value of their relationship with you •Increase efficiency and reduce cost through electronic, secure distribution of statements, research reports and other documents

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Technical specifications

Version: 1.8.0

Size: 2.8 MB

System:

Price: 0,00 €

Day of release: 0000-00-0

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