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Investrack

Advisor and client portal.

With the digitalization of banking and wealth management, people expect more visibility and control over their assets. To stay competitive in the market, firms need to serve their clients with ease. Our portal solutions ensure efficient onboarding workflows and streamlined communications, giving advisors more time to focus on their clients and growing their wealth. In turn, clients benefit from powerful self-service tools, putting portfolio and performance data, insights and latest activity at their fingertips, whenever and however they want.

 

Engage clients in a digital world with Investrack.

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Advisor and client portal