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.