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.
“The SS&C Advent portal is a sophisticated, flexible tool, making it ideal for our needs. Our clients love it because it’s highly intuitive and really simple to use.”
Rogier Wolf, Operations Manager, IBS Capital Allies
Book a demo
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