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

You had set a return target of 5%
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

You had set a return target of 5%
profit
on CitiBank Equity portfolio.
Cross Private Bank aggregation
on a real time basis
Analysis Dashboard across
client portfolio growth, regional
exposure, currencies, liquidity,
income, outflows, and expenses
Enable RMs to truly
understand the share of
client’s wallet they manage
Sub-portfolio Tracking

Allocate assets, liabilities, income, and
expenses to various goals to track
goals rather than securities

Alerts

Pro-active monitoring to alert user
on performance, portfolio returns,
outflows or corporate actions

Cross Private Bank aggregation on a real time basis
Analysis Dashboard across client portfolio growth, regional exposure, currencies, liquidity, income, outflows, and expenses
Enable RMs to truly understand the share of client’s wallet they manage
Sub-portfolio Tracking

Allocate assets, liabilities, income, and expenses to various goals to track goals rather than securities

Alerts

Pro-active monitoring to alert user on performance, portfolio returns, outflows or corporate actions

Why TrackWealth

Why your customers will love TRACKWEALTH
1 Performance growth and income
2 Asset allocation
3 Income & Outflow
4 Liquidity and leverage
5 Currency Exposure

Why TrackWealth

How TRACKWEALTH will help you

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

Client exposure based research and alerts
Increased cross-sell on lending limits or products
Retain customers with this hassle free application
Visual dashboards & research related to client positions
Increase wallet share with focused product offerings
Better perspectives and insights for clients
Analyse client’s portfolios, transactions, and trading trends
Make clients more pro-active with real time alerts
Share customised research with customers to engage
Client needs identification based on transaction analysis
Better view on client protection and wealth to provide differentiated offerings
Unbiased advice on your insurance protection