About Investrack Prof
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...
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.
Previous Versions
Here you can find the changelog of Investrack Prof since it was posted on our website on 2016-11-06 21:10:25.
The latest version is 1 and it was updated on 2024-04-22 17:49:15. See below the changes in each version.
Investrack Prof version 1
Updated At: 2015-09-15
Disclaimer
Official App Store Link
We do not host Investrack Prof on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for Investrack Prof is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
