Investrack™

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Investrack supports the mobility needs of your clients and your relationship managers. It also delivers operational efficiencies to other important stakeholders.

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.

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Investrack proceeds to support the relationship management process by automating processes such as the handling of service requests and the preparation of meetings for your relationship manager. Through automation you are immediately able to better manage your client engagements. Integration with CRM enables your relationship managers to stay on top of contacts and meetings without having to grapple with the complexity of a sophisticated CRM system.

Your clients want to stay on top of their portfolios and want easy access to performance data and underlying securities information. Investrack provides this in a convenient format. Clients may swipe across multiple views of asset allocation or may export data for further analysis. Subsequently, they are less likely to call you for ad-hoc information-requests because all the data they require is immediately available to them.

For more information about how Investrack may help you enhance your services please request a demonstration.

FOR CUSTOMERS

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Markets change quickly. Investrack keeps your customers informed and engaged. All the information they need is provided through one platform.

FOR ADVISORS

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Customers expect advisers to be prepared, armed with current information and informed about their particular needs. Investrack provides all the information required with minimal preparation time.

FOR OPERATIONAL TEAMS

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When customers request ad-hoc reports and enqueries then a tral of work ensues that is costly to manage. Investrack provides comprehensive reports and analysis options directly to your client – reducing the burden to you.

FOR COMPLIANCE OFFICERS

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Was the risk profile completed and has it been documented? Investrack helps to ensure compliance with the new regulatory requirements without driving up operational costs.