Tracker
Curated by SignalWeb-based portfolio management tool simplifying investment tasks for institutions.
Overview
Tracker is a web-based portfolio accounting and reporting tool aimed at institutional investors, with an emphasis on streamlining investment management tasks. The platform incorporates advanced technologies such as artificial intelligence and machine learning to support investment strategies and client outcomes. It offers real-time analytics and customizable reporting options, allowing wealth managers to adjust portfolios according to individual client profiles while adhering to regulatory requirements. The system integrates with custodians and trading platforms to provide a comprehensive overview of client assets.
Key facts
- Founded
- 2008
- Headquarters
- Mooresville, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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