TrackInvestor
Curated by SignalCommunication platform enhancing interactions for wealth managers and investors.
Overview
TrackInvestor is a communication platform aimed at wealth managers operating in the real estate and private equity sectors. The platform seeks to improve communication and tracking by providing organized interactions between sponsors and investors. It includes features such as secure messaging, video conferencing, and collaborative financial planning tools, as well as integrated client portals that offer real-time access to portfolio performance and investment documents. The target audience for TrackInvestor consists of real estate and private equity companies, with a focus on enhancing client engagement and transparency while maintaining data security through encryption. The platform is designed to assist wealth managers in customizing their advice and addressing client needs.
Key facts
- Founded
- 2017
- Headquarters
- United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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