Investrack Prof 1



Publisher Description



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.


About Investrack Prof

Investrack Prof is a free app for iOS published in the Accounting & Finance list of apps, part of Business.

The company that develops Investrack Prof is Globacom FZE. The latest version released by its developer is 1.

To install Investrack Prof on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2015-09-15 and was downloaded 2 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Investrack Prof as malware if the download link is broken.

How to install Investrack Prof on your iOS device:

  • Click on the Continue To App button on our website. This will redirect you to the App Store.
  • Once the Investrack Prof is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
  • If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
  • After Investrack Prof is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
  • Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.



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Users Rating:  
  0.0/5     0
Downloads: 2
Updated At: 2024-03-19
Publisher: Globacom FZE
Operating System: Ios
License Type: Free