The Solution

Engage clients, empower advisors and build trust with a portal

With the digitalization of banking and wealth management, people expect more visibility and control over their assets. Our portal solution gives 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 even trading capabilities at their fingertips, whenever and however they want.

Streamline communications, and take client engagement to the next level, with Investrack.

Why choose this solution

Streamlined onboarding workflows, including risk profiling
Mobile-friendly design for optimal content delivery
Open architecture plus seamless integration with your existing systems
Self-service tools so clients can monitor and manage their own investments
Modern technology and HTML5 design
Prospect, client and portfolio data centralized on a single platform
Real-time, 360 view of portfolios and performance for both clients and advisors
Highly configurable: broaden the reach of your services and brand
Flexible workflow models ensure regulatory compliance, including audit trails
We now have a very different conversation with our high net worth clients, focused around future investments rather than historical transactions.
Prabodha Samarasekera, CEO
NDB Wealth Management

Complete view of investments

Intuitive dashboards for both clients and advisors, for a complete view of portfolios and performance.

Self-service trading

Let your clients buy, sell or switch instruments themselves, and automate the process on your end.

Advisor and Client Portals

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Request a demo

Engage and empower. Our advisor and client portals are designed to meet the needs of today’s investment managers and their clients. Get ready to build a stronger, longer-lasting relationship between your team and your clients.

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