Investrack Advisor and Client Portal
Thrive on a better client experience.
Today, people expect 24/7 visibility into their investments. Many want the flexibility to manage their own money. And firms will need to deliver an engaging, high-quality experience in order to keep up. Give your clients the digital experience they want and your advisors the tools they need to build the strong, trust-based relationships your business depends on to thrive. Our portal solution delivers powerful interactive capabilities that enhance engagement throughout the client lifecycle, while reducing the operational effort involved.
Investrack Advisor and client portal