Trakify Launches Service to Reinvent the Investment Reporting Experience

Aug 04, 2015, 11:12 ET from Trakify, LLC

HILLSBOROUGH, N.C., Aug. 4, 2015 /PRNewswire/ -- Trakify, the web app that simplifies the delivery of reporting and alerts for financial investment portfolios, has launched in the United States.

"Managing investment portfolios is a complicated and stressful chore, that's why people hire wealth managers and financial advisors," said Michael Trimm, a first generation software engineer and CEO of Trakify. "Trakify is a powerful app that's making it possible for anyone to get the investment portfolio information they need, delivered directly to them, whenever, and however they want. Trakify can begin working for anyone, from the new-grad starting their first job selecting their first 401K, to the veteran investor balancing their multi-million dollar portfolio. Trakify organizes these investments and delivers reporting and alerts, anytime, anywhere, it's that simple."

Trakify is initially focused on people who are challenged in keeping up with their investment portfolios – these are the 52 million people (one in 5) in the US, who work full time jobs and have 401K investment plans through their employers. Trakify customers receive their entire portfolio; this including previous 401K plans they may have received from prior employment, individual broker accounts, Roth IRAs, Traditional IRAs, 529s, and more. Trakify is available 24 hours a day in order to further simplify the delivery of your investment reports and alerts.

"Trakify is a breath of fresh air for anyone who has ever received a quarterly statement which was already outdated by the time they received the report, missed trading a security at a high value because they were in a meeting, or find themselves glued to their computer watching the market," said Jim Wyman, a partner and investor in Trakify. "Trakify customers spend less time looking up information about their securities, which gives them more time and freedom to pursue other interests; this is the value of Trakify."

About Trakify
Trakify simplifies the reporting and alerts for your investment portfolio and delivers a better, simpler experience through QuickGlance reports, Market Alerts, and personalized service. For more information, please visit or follow us on Twitter at @gotrakify.