“We are living in the age of the empowered customer”
Track, manage, control, and view finances, interactions, and relationships across all internal business lines.
Track, manage, control, and view their client’s portfolios, interactions, and relationships. Investrack Onboard -an easy to deploy and easy to use the capability to banks and financial institutions to onboard new clients.
Investrack Onboard presents an easy to deploy and easy to use the capability to banks and financial institutions to onboard new clients.
Helps identify, validate, and document the investors’ risk profile. Suggest the right model/strategy based on the risk appetite and generate presentation quality investment proposals.
Store, organize and map different documents and collaterals that a bank or financial institution may want to disseminate to their customers.
A powerful real-time analytics platform empowering banks for conducting what-if analysis, slice, and dice, sectorial exposure, geographic concentration, asset class view etc.
Highly optimized enterprise application integration architecture which sits at the heart of the Investrack™ Platform and powers all its integrated modules. Ability to connect to any electronic data sources makes ReachOut+ a powerful middleware.
An integrated trade order routing engine that allows users, depending on their role privileges, to directly place the trade orders through transactions such as buy/sell/subscribe/redeem/switch directly from their client portal.
Financial institutions, employee and employers can track, view, manage the pension program