INVESTRACK™: MANAGING INVESTOR NEEDS THROUGHOUT THE RELATIONSHIP
Investrack™ enhances client engagement throughout the lifecycle of a client. At the time of an initial sales meeting Investrack™ will help you illustrate the maturity and breadth of your service. The process of subsequently opening an account and capturing a risk profile is also automated. Your new client is left with an impression of efficiency and an awareness that you intend to provide a high quality service.