Features & Capabilities

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.

User Growth & Download Statistics

App
By:
INCRED PREMIER DISTRIBUTION PRIVATE LIMITED
Version:
1.0.15 Last updated: 2026-04-06
Version code:
884188544
Creation date:
2025-01-23
Compatible devices:
Size:
76.02MB
URLs:
Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-04
Compare stats and ranking:

Contact the developer

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Developed by:
INCRED PREMIER DISTRIBUTION PRIVATE LIMITED
Apple Apps Store
https://apps.apple.com/us/app/incred-fintrack/id6738736740

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