InCred Fintrack
500+
Yuklanmalar
M (17+)
info
Bu ilova haqida
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.
Oxirgi yangilanish
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Ushbu ilova quyidagi axborot turlarini toʻplashi mumkin
Men haqimda, Moliyaviy axborot va yana 3 ta
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Nima yangiliklar
Bug fixes & Performance improvements
Ilova yuzasidan yordam
phone
Telefon raqami
+919819988939
Dasturchi haqida
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