Client Portal Overview

Investrack Client Portal module is a next-generation, cross-platform, mobile-enabled, and fully responsive web-based application that allows banks and financial institutions to get closer to clients and effectively engage them.

With Investrack Client app, the firm’s customers can seamlessly track, manage, control, and view their finances, interactions, and relationships across all internal business lines. Investrack has an open architecture that allows the building of custom user interfaces that promote the bank’s branding and marketing messages while making it convenient for them to access and use the rich features of the system.

Investrack Client Portal


  • Clients can view their holdings, transactions, performance, etc.
  • Conduct all of their business across your institution
  • Fully white-labeled and widget base – project your brand and functionality needs
  • Works on all devices – HTML 5 design, with native mobile apps as an option
  • Integrates with all backend systems
  • Fully configurable to meet your institution’s needs
  • Conduct trades across all business lines (OrderRoute)
  • Consolidate information from your existing back-office systems
  • Clients can conduct in-depth analysis on their portfolios, transactions, etc.
  • Automate Client statement creation and delivery (Armbox)
  • Conduct in-depth analysis on portfolio(s) (Wealthview Analytics)
  • Much more…