InCred Fintrack

Name: InCred Fintrack
Availability: InStock
Author: Incred Premier

Incred Premier

500+

Downloads

Ab 17 Jahren

Über diese App

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.

Aktualisiert am

21.01.2026

Datensicherheit

Was die Sicherheit angeht, solltest du als Erstes verstehen, wie Entwickler deine Daten erheben und weitergeben. Die Datenschutz- und Sicherheitspraktiken können je nach deiner Verwendung, deiner Region und deinem Alter variieren. Diese Informationen wurden vom Entwickler zur Verfügung gestellt und können jederzeit von ihm geändert werden.