trackwealth
Aggregation-as-a-service
Understand, analyse, and
engage your clients better.
- Better perspectives and insights for clients
- Make clients more pro-active
- Increase cross-sell based on needs identified
- More engaged conversations with Advisors
- Make finance easy and hassle free for clients
Trackwealth For
Consolidate Accounts
Financial account aggregation
using patented technology
Assess Risks
Review your exposure by
products, geography, and currency
Understand Cashflows
Examine your income and
expenses with breakdowns
Analyse Growth
View the performance of
your portfolio over time
Compare Investments
See your best and worst
investments with one click
Real-time Event Alerts
Receive custom alerts on the health
and events of your portfolio
profit on CitiBank Equity portfolio.
Consolidate Accounts
Financial account aggregation
using patented technology
Assess Risks
Review your exposure by
products, geography, and currency
Understand Cashflows
Examine your income and
expenses with breakdowns
Analyse Growth
View the performance of
your portfolio over time
Compare Investments
See your best and worst
investments with one click
Real-time Event Alerts
Receive custom alerts on the health
and events of your portfolio
profit on CitiBank Equity portfolio.
on a real time basis
client portfolio growth, regional
exposure, currencies, liquidity,
income, outflows, and expenses
understand the share of
client’s wallet they manage
Allocate assets, liabilities, income, and
expenses to various goals to track
goals rather than securities
Pro-active monitoring to alert user
on performance, portfolio returns,
outflows or corporate actions
Allocate assets, liabilities, income, and expenses to various goals to track goals rather than securities
Pro-active monitoring to alert user on performance, portfolio returns, outflows or corporate actions
Why TrackWealth
Why TrackWealth
Data-driven Customer Insights
Understand risks and exposures better across multiple portfolios. Craft clearer, forward-looking approaches.
Revenue or Lead Generation
Offer it as a paid tool for existing customers, or offer it free to attract new customers.
Spot Cross-sell Opportunities
Spot opportunities to offer products across investments, loans, and insurance based on actual customer needs.
Precision Focus in Client Serving
TrackWealth’s dashboard allows slicing and dicing of your client list across multiple dimensions. Event-based responses can be made more precise. Focus your promotions and incentives without any more guesswork.
TRACKWEALTH is built for retail banks,
private banks, brokerages, insurance
Contact us
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