InCred Fintrack

Finance

Free · Designed for iPad

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 & Performance Improvements

Version 1.0.10

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
    • 47.1 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 13.4 or later.
    • iPhone
      Requires iOS 13.4 or later.
    • iPad
      Requires iPadOS 13.4 or later.
    • iPod touch
      Requires iOS 13.4 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    16+
  • Copyright
    • Copyright © 2023 InCred Group
  • Privacy Policy

    • More by INCRED PREMIER DISTRIBUTION PRIVATE LIMITED

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