INVESTRACK
Increase client engagement through digital transformation
Engage clients. Empower advisors.
One view
- A unified experience for both investors and advisors.
- Intuitive dashboards for complete insights into holdings and performance.
- Comprehensive reporting and secure document management.
- Efficient two-way client communications on any device.
- Powerful tools to deliver superior client service, faster and easier.
Onboarding
- A smooth, digital onboarding experience to engage clients from the start.
- Tailor-made with fully customizable risk profiling and suitability tests.
- A variety of investment plan models to extend your offering.
- Automated compliance processes for regulations as well as client mandates.
- Option to allow clients to onboard themselves through self-service.
Trading
- An intuitive trading experience for investors and advisors alike.
- Designed to ensure you find and make the right investments, every time.
- Mobile at core, to allow trading anytime, anywhere, from any device.
- Trade orders captured and processed in real-time, front to back.
- Option to allow clients to manage their own investments through self-service.
Workflows
- A simple way to streamline and strengthen mission-critical business processes.
- Automation of internal operations as well as client servicing activities.
- Easy configuration of processing steps, like task assignments and approvals.
- More informed and engaged clients with timely and accurate deliverables.
- Tailored to match your exact needs and business objectives.
User experience
- A seamless experience, for investors and advisors, across all devices.
- Personalized dashboards and comprehensive insights at your fingertips.
- Optimized client communications with all information in one place.
- Fully adaptable to your brand and identity, for a consistent client experience.
- Open, modern technology, integrating with any underlying core systems.
Solution brief
Find out how to give your clients the digital experience they want, and your advisors the tools they need.
Case study
Learn how this asset manager is able to go further with a client-engaging portal solution.
Engage clients. Empower advisors.
Our solution already helps investment managers all over Europe and the Middle East drive client engagement and strengthen relationships.
Request a demo to find out how Investrack can transform the experience for your investors and advisors alike, and take your business further.
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