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
Requires iOS 7.1 or later. Compatible with iPad.
Investrack Prof is a free software application from the Accounting & Finance subcategory, part of the Business category.
The app is currently available in English and it was last updated on 2015-09-15. The program can be installed on iOS.
Investrack Prof (version 1) has a file size of 7.55 MB and is available for download from our website.
Just click the green Download button above to start. Until now the program was downloaded 1 times.
We already checked that the download link to be safe, however for your own protection we recommend that you scan the downloaded software with your antivirus.