So what does that mean for you?
Deal with compliance
Stay on top of investment engagements and compliance lists. Predictive analytics inform your teams about the right momentum to engage prospects and clients. Spot risks & tracks deals.
Discover the Security Swapper. Based on simple elements : what investors bought in the past, which securities are eligible and underweight portfolio simulation. Security Swapper indicates suitable and un-biased alternatives.
Easy to use, Easy to love
InvestGlass is immediately usable, no installation is required, no IT support needed, and no command line to learn. It is accessible on any computer or smartphones at anytime.