The Fastrak Online Client Portal revolutionises the way you interact with your clients and how you can take instructions from them.
The portal is “white labelled” to fit within your existing website and provides your clients 24x7 access to their investment reports and recommendations.
You can customise the portal according to your requirements and give your clients access to it.
When clients access your portal, they can view reports that you have shared, add requests and see the status of the requests sent by them, around the clock.
- Ready immediately - There is no delay in providing you with your online client portal.
- Clients in control – Enable your clients to review and respond to your recommendations at their convenience.