Engage clients, empower advisors and build trust with a portal
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.
Complete view of investments
Intuitive dashboards for both clients and advisors, for a complete view of portfolios and performance.
Self-service trading
Let your clients buy, sell or switch instruments themselves, and automate the process on your end.
Why Choose This Solution
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Investrack
Engage clients. Empower advisors.
Investrack brings you, your clients and their investments closer together. Learn how our portal solution provides a unified experience for both investors and advisors, so you get to offer the tailored, ultra-responsive experience you know your clients crave.
Request a demo
Engage and empower. Our advisor and client portals are designed to meet the needs of today’s investment managers and their clients. Get ready to build a stronger, longer-lasting relationship between your team and your clients.