【實用財經app】Investrack Lite|最夯免費app

【實用財經app】Investrack Lite|最夯免費app

分享好友

【免費財經App】Investrack Lite-APP點子

Investrack is the premier Client Engagement Mobility & Reporting Solution for Clients and Relationship Managers. Investrack App enables investors to view their portfolio information and interact with their Wealth Manager online, while providing the Relationship Manager/Portfolio Managers and others, the tools they need to be effective outside the office.Asset and Wealth Managers who have implemented Portfolio Management solutions, such as Advent Portfolio Exchange®, can easily and automatically provide a way for their clients to view their portfolio and reports, and provide a differentiated level of service to clients and prospects. This solution brings the following advantages to Wealth Managers:•Easy access to prospect, client and portfolio group contacts, activities, performance, and other portfolio reports from anywhere•Drill-down into the transaction at any time on any platform•Interact with CRM while outside the office •Jointly fill the Risk Profile questionnaire with your client•Combine and integrate ALL client info into one platform•Supports security integration with Single Sign-On, or its built-in security administration•Integrate with portfolio management systems, risk profiling & monitoring, fund administration & workflow, core banking, order management, and other standards-based systems•Exceed your clients’ expectations: push research, news, statements, and other documents to select clients as profile-based targeted campaigns, or to all clients and prospects•Ensure compliance with recording client requests, transactions, interactions, and outcomes•Streamline internal process using electronic workflows, and extend them using mobile platforms and web•Allow the client to see the complete value of their relationship with you•Increase efficiency and reduce cost through electronic, secure distribution of statements, research reports and other documents

【免費財經App】Investrack Lite-APP點子

【免費財經App】Investrack Lite-APP點子

【免費財經App】Investrack Lite-APP點子

【免費財經App】Investrack Lite-APP點子

免費玩Investrack Lite APP玩免費

免費玩Investrack Lite App

Investrack Lite APP LOGO

Investrack Lite LOGO-APP點子

Investrack Lite APP QRCode

Investrack Lite QRCode-APP點子
熱門國家系統支援版本費用APP評分上架日期更新日期
未知iOS
App Store
1.8.0
App下載
免費
2013-01-082015-06-04
分享app
上一個APP
下一個APP

高評價財經App推薦