The Solution

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.

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Investrack Screenshot 1

Complete view of investments

Intuitive dashboards for both clients and advisors, for a complete view of portfolios and performance.

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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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Streamlined onboarding workflows, including risk profiling
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Mobile-friendly design for optimal content delivery
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Open architecture plus seamless integration with your existing systems
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Self-service tools so clients can monitor and manage their own investments
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Modern technology and HTML5 design
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Prospect, client and portfolio data centralized on a single platform
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Real-time, 360 view of portfolios and performance for both clients and advisors
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Highly configurable: broaden the reach of your services and brand
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Flexible workflow models ensure regulatory compliance, including audit trails
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Investrack

Advisor and client portal.

With the digitalization of banking and wealth management, people expect more visibility and control over their assets. To stay competitive in the market, firms need to serve their clients with ease. Our portal solutions ensure efficient onboarding workflows and streamlined communications, giving 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 latest activity at their fingertips, whenever and however they want.

 

Engage clients in a digital world with Investrack.

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We now have a very different conversation with our high net worth clients, focused around future investments rather than historical transactions.

- Prabodha Samarasekera, CEO
NDB Wealth Management

Advisor and Client Portals

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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.