InCred Fintrack
500+
Téléchargements
Jeunes adultes 17+
info
À propos de l'application
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.
Date de mise à jour
La sécurité, c'est d'abord comprendre comment les développeurs collectent et partagent vos données. Les pratiques concernant leur confidentialité et leur protection peuvent varier selon votre utilisation, votre région et votre âge. Le développeur a fourni ces informations et peut les modifier ultérieurement.
Aucune donnée partagée avec des tiers
En savoir plus sur la manière dont les développeurs déclarent le partage
Cette appli peut recueillir ces types de données
Informations personnelles, Informations financières et 3 autres
Les données ne sont pas chiffrées
Nouveautés
Bug fixes & Performance improvements
Assistance de l'appli
phone
Numéro de téléphone
+919819988939
À propos du développeur
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