INVESTRACK

Portals for investment managers

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Engage clients. Empower advisors.

One View

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

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 processes in compliance with regulations as well as client mandates

Option to allow clients to onboard themselves through self-service

Trading

TRADING

An intuitive trading experience for investors and advisors alike

A journey 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

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

USER EXPERIENCE

A seamless experience, for investors and advisors, across all devices

Personalized dashboards and comprehensive insights at your fingertips

Optimized client engagement with information and communication all 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 you can give your clients the digital experience they want, and your advisors the tools they need, to thrive your business.

Case study

Learn how this asset manager benefits from a portal solution that engages their clients as much as it empowers their advisors.

Industry report

Get more insights on how the transformation towards digital business models introduce new priorities for wealth managers.

“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