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  • Getting started

  • 1. Template and customisation

  • 2. Strategies and Model Portoflio

  • 3. Compliant securities’ lists and securities KYC exclusion

  • 4. Forms

  • 5. Markets

  • 6. Clients and Prospects

More Webinars

Open to anyone that deals with advisory, financial compliance, and bank marketing - no coding knowledge required. Runs weekly.

French elections 2017! How to hyper target your advice?

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Mass portfolios rebalancing - Faster and Smarter

Discover AI for bankers

Special Discrétionnaire et Conseillée InvestGlass

Tirer profit de MIFID2 avec InvestGlass

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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.

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