Investrack is a client engagement solution for wealth managers, asset managers and other investment management organizations. Investrack enables clients and their relationship managers to view portfolio information including holdings, transactions and performance data in an intuitive and graphical format. Clients benefit from immediate and convenient access to important financial data and associated services. Relationship managers are better prepared for meetings and can provide more immediate and better informed advice to their clients. Clients may submit service requests or place orders or subscribe to reports. Clients may readily download and view automatically generated reports or research documents. The solution transforms client engagement models, eliminating the need for traditional paper statements whilst building client confidence and driving efficiency improvements.

Product features include:
• Comprehensive portfolio data covering holdings, transactions and performance
• Complete client relationship view through integration with relevant enterprise systems
• Relationship manager access to CRM data such as contact details and activities from outside the office
• Secure access utilizing the firms security infrastructure and security tokens where applicable
• Support to the risk profiling questionnaire process to reduce paperwork and maintain compliance
• Multiple interaction opportunities including push research, news and statements
• Management and recording of online client requests, transactions and interactions
• Extension of other workflows to the client to drive efficiency
• Multi-language capability including right-left language constructs