iTrak - Wealth Management Software iTrak - Investment Management SoftwareiTrak - Investment Research Software
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Key Benefits
Client Service
Reduce Costs
Increase your income
Key Features
Wealth Management
Client Valuations
Asset Classification
Portfolio Imbalances
Portfolio Monitoring
Objective Monitoring

Investment Management

Recommendations
Reporting
Client Reporting
 
ISO and Invester in People


iTrak - Client Reporting iTrak - Client Reporting


Publish high-quality wealth reports

 iTrak comes with a wealth of client reporting options. Standard reports can be output to:

Printer, Email, Microsoft Word or Excel, Acrobat PDF's and a variety of other file formats.

Benefits

  • Reports are generated quickly, easily and cost effectively
  • Demonstrate the work being undertaken on behalf of the client, justifying client fees.

 
iTrak - Client Reporting
employee benefits software
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