Build perfect relationships, stay connected and focus on what you do best : selling

Real Use Cases

Banker

Which portfolio is overweighed?
Which alternative investment can I offer my client?
How can I rebalance my portfolio while respecting each KYC?

Advisor

Which client should I call first?
How can I blast a market alert to a client segment?
How much can I sell to him while respecting concentration aspects?

Fund sales

Can I let my client use a robot-advisor I would pre-program?
How can I exchange hyper-targeted video with my prospects?
As a fund manufacturer, I would like to exchange the fund constituents and some relevant prospectus.

We have what you need

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About InvestGlass

InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. This website is using cookies. By using this website you agree to the following Terms of Service.

Contact Us

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