Investrack is the premier Client Engagement Mobility & Reporting Solution for Clients and Relationship Managers. Investrack App enables investors ...
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 ExchangeÂ®, 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: â€¢Easy access to prospect, client and portfolio group contacts, activities, performance, and other portfolio reports from anywhere â€¢Drill-down into the transaction at any time on any platform â€¢Interact with CRM while outside the office â€¢Jointly fill the Risk Profile questionnaire with your client â€¢Combine and integrate ALL client info into one platform â€¢Supports security integration with Single Sign-On, or its built-in security administration â€¢Integrate with portfolio management systems, risk profiling & monitoring, fund administration & workflow, core banking, order management, and other standards-based systems â€¢Exceed your clientsâ€™ expectations: push research, news, statements, and other documents to select clients as profile-based targeted campaigns, or to all clients and prospects â€¢Ensure compliance with recording client requests, transactions, interactions, and outcomes â€¢Streamline internal process using electronic workflows, and extend them using mobile platforms and web â€¢Allow the client to see the complete value of their relationship with you â€¢Increase efficiency and reduce cost through electronic, secure distribution of statements, research reports and other documents
Size: 2.8 MB
Price: $ 0.00
Day of release: 0000-00-0