The INVESTRAK:Web module delivers fully branded and customisable investor, adviser and dealer reporting. These modules have been designed to deliver simple and effective fund information to your customers, in real time, over a secured internet connection. And of course, they integrate easily into your existing static web site.

Investors

Advisers

Dealers

An end to end investor portal. Details available include:
portfolio valuation,
transaction histories,
market exposure,
portfolio income and growth,
pension and ETP information (for superannuation accounts),
insurance and beneficiary details and
investment strategies

 

Adviser access to view and download member information and transactions.

Commission reporting under development

 

Allows aggregated access to adviser information and their clients