Task management built for wealth management teams. Assign, prioritize, and follow up — so every action item from your team meetings actually gets done.
Assign tasks with priorities, deadlines, and descriptions. Subtasks, dependencies, and recurring templates included.
Every action confirmed instantly via email and WhatsApp. Assignments, completions, priority changes — nothing goes unnoticed.
See what everyone is working on. Team workload dashboard, activity feed, and progress tracking at a glance.
Every evening, each team member gets a summary: what's done, what's in progress, what's overdue, and what's coming tomorrow.
Automatic reminders for overdue and upcoming tasks. Gentle escalation pattern — never aggressive, always effective.
SEC/FINRA compliant with immutable audit logs, 6-year retention, role-based access, and full activity tracking.
Sofia lives in your team's WhatsApp. She knows who's doing what, follows up when things slip, and keeps everyone aligned — all through natural conversation.
Track is designed for wealth management firms that need compliance, security, and accountability baked in.
Every action logged immutably with 6-year retention for regulatory compliance.
Email-based 2FA on every sign-in. Sessions expire every 24 hours for added security.
Multi-tenant isolation ensures each organization's data stays private and secure.
Granular permissions for admins, managers, and team members control who sees and does what.
All WhatsApp communications verified via cryptographic signatures to prevent spoofing.
All user input sanitized and validated before storage. Defense-in-depth across every layer.
Stop letting tasks fall through the cracks between meetings. Track makes sure every assignment gets followed up on.
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