InCred Fintrack
500+
Preuzimanja
Odrasli 17+
info
O aplikaciji
InCred Fintrack is a comprehensive Investment management platform tailored for Management Teams and Relationship Managers (RMs) to enhance client engagement and streamline financial operations. Designed with a focus on efficiency and transparency, InCred Fintrack provides the following key features:
• AUM (Assets Under Management) Tracking: Gain real-time insights into client portfolios, track AUM growth, and analyze performance metrics to ensure optimal portfolio management.
• Client Onboarding Management: Seamlessly manage the entire client onboarding process. Track new clients' progress and ensure compliance with regulatory requirements through an intuitive dashboard.
• RM-Assisted Mutual Fund Transactions: Facilitate Mutual Fund transactions with RM support. Ensure smooth, guided investment journeys with transaction tracking, personalized recommendations, and real-time updates.
• Portfolio Management from RM Application: Access and manage client portfolios directly through the RM application. Execute trades, review performance, and adjust strategies in one centralized platform.
• AUM (Assets Under Management) Tracking: Gain real-time insights into client portfolios, track AUM growth, and analyze performance metrics to ensure optimal portfolio management.
• Client Onboarding Management: Seamlessly manage the entire client onboarding process. Track new clients' progress and ensure compliance with regulatory requirements through an intuitive dashboard.
• RM-Assisted Mutual Fund Transactions: Facilitate Mutual Fund transactions with RM support. Ensure smooth, guided investment journeys with transaction tracking, personalized recommendations, and real-time updates.
• Portfolio Management from RM Application: Access and manage client portfolios directly through the RM application. Execute trades, review performance, and adjust strategies in one centralized platform.
Ažurirano dana
Sigurnost počinje razumijevanjem na koji način programeri prikupljaju i dijele vaše podatke. Privatnost podataka i sigurnosne prakse se mogu razlikovati ovisno o korištenju, regiji i dobi. Programer je naveo ove informacije i može ih s vremenom ažurirati.
Podaci se ne dijele s trećim stranama
Saznajte više o načinu na koji programeri pružaju izjavu o dijeljenju
Ova aplikacija može prikupljati ove vrste podataka
Lične informacije, Finansijske informacije i još 3
Podaci nisu šifrirani
Što je novo
Bug fixes & Performance improvements
Podrška za aplikaciju
phone
Telefonski broj
+919819988939
Informacije o programeru
INCRED PREMIER DISTRIBUTION PRIVATE LIMITED
hitesh.parmar@incredpremier.com
Unit No. 1203, 12th Floor, B Wing, The Capital, Plot No. C-70
G Block, Bkc
Mumbai, Maharashtra 400051
India
+91 99605 31746