I subscribed to Kolortrak in the autumn of 2020 and I must say that this is one of the most efficient tools that I have ever worked with in the fund industry since PALtrak. Not only is the user interface intuitive, but the service from Daniel, Guy and their team has been exemplary.
The quick on point analysis and opportunity for enhancement of a client or prospect’s current portfolio is Kolortrak’s competitive edge.
I believe that this can only strengthen the client-advisor relationship and reaffirms the work values and ethics for transparency, integrity and professionalism in our industry.
I would highly recommend this tool to Financial Security Advisors and Mutual Fund Representatives looking to grow their business.
Thanks again to the Kolortrak team.
Mutual Fund Representative at PEAK Investment Services Inc.