InCred Fintrack

Finance

Free · Designed for iPad. Not verified for macOS.

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.

Ratings & Reviews

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- bug fixes and performance improvements

Version 1.0.15

The developer, INCRED PREMIER DISTRIBUTION PRIVATE LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • INCRED PREMIER DISTRIBUTION PRIVATE LIMITED
Size
  • 79.7 MB
Category
  • Finance
Compatibility
Requires iOS 15.6 or later.
  • iPhone
    Requires iOS 15.6 or later.
  • iPad
    Requires iPadOS 15.6 or later.
  • iPod touch
    Requires iOS 15.6 or later.
  • Mac
    Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • Copyright © 2023 InCred Group
  • Privacy Policy

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