Don't just randomly assign investment ideas to your customers. Track your clients' interests, updates and satisfaction level. Understand your sales behaviour. Leads strive to maximize your conversion likelihood so that your wealth advisors team isn't stretched too thin.
InvestGlass is key for assessing suitability and appropriateness, managing client assets, best execution or reporting on transactions.
On the go, InvestGlass terminal is the most flexible platform for financial professionals who need price data, news and analytics to make smarter business decisions.
Fixed Income /