Solution introduction

Engage clients, empower advisors and build trust with a portal

Give your clients the digital experience they expect, and your team the tools they need, to build and strengthen client relationships

With the digitalization of banking and wealth management, people expect more visibility and control over their assets. Our portal solution gives advisors more time to focus on their clients and growing their wealth. In turn, clients benefit from powerful self-service tools, putting portfolio and performance data, insights and even trading capabilities at their fingertips, whenever and however they want.

Streamline communications, and take client engagement to the next level, with Investrack.

Why choose this solution

  • Streamlined onboarding workflows, including risk profiling
  • Self-service tools so clients can monitor and manage their own investments
  • Real-time, 360 view of portfolios and performance for both clients and advisors
  • Mobile-friendly design for optimal content delivery
  • Modern technology and HTML5 design
  • Highly configurable: broaden the reach of your services and brand
  • Open architecture plus seamless integration with your existing systems
  • Prospect, client and portfolio data centralized on a single platform
  • Flexible workflow models ensure regulatory compliance, including audit trails

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