{"id":48471,"date":"2025-10-30T10:38:59","date_gmt":"2025-10-30T09:38:59","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48471"},"modified":"2025-10-30T10:53:11","modified_gmt":"2025-10-30T09:53:11","slug":"%d8%a7%d8%b3%d8%aa%d8%ab%d9%85%d8%b1-%d9%81%d9%8a-%d8%a7%d8%b3%d8%aa%d8%ab%d9%85%d8%b1-%d9%81%d9%8a-%d8%ac%d9%84%d8%a7%d8%b3-%d8%a7%d9%84%d8%a8%d8%af%d9%8a%d9%84-%d8%a7%d9%84%d9%85%d8%aa%d9%81%d9%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ar\/investglass-the-superior-alternative-to-harvest-moneypitch-for-an-integrated-client-portal\/","title":{"rendered":"InvestGlass: \u0627\u0644\u0628\u062f\u064a\u0644 \u0627\u0644\u0623\u0641\u0636\u0644 \u0645\u0646 Harvest MoneyPitch \u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629"},"content":{"rendered":"

\u0645\u0642\u062f\u0645\u0629: \u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0627\u0639\u062a\u0628\u0627\u0631\u0647\u0627 \u062d\u062c\u0631 \u0627\u0644\u0632\u0627\u0648\u064a\u0629 \u0641\u064a \u0627\u0644\u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629<\/h2>\n\n\n\n

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\u0633\u062a\u0648\u0636\u062d \u0647\u0630\u0647 \u0627\u0644\u0645\u0642\u0627\u0644\u0629 \u0627\u0644\u0633\u0628\u0628 \u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/a>, \u0628\u0645\u0646\u0635\u062a\u0647\u0627 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0648\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u062a\u0645\u0627\u0645\u064b\u0627\u060c \u0647\u064a \u0627\u0644\u0628\u062f\u064a\u0644 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a \u0648\u0627\u0644\u0645\u062a\u0641\u0648\u0642 \u0644\u0640 Harvest MoneyPitch. \u0633\u0646\u0633\u062a\u0643\u0634\u0641 \u0643\u064a\u0641 \u064a\u0645\u0643\u0646 \u0644\u0644\u0646\u0647\u062c \u0627\u0644\u0645\u0648\u062d\u062f \u0644\u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644\u060c \u0627\u0644\u0645\u062f\u0639\u0648\u0645 \u0628\u0645\u0646\u0635\u0629 \u0633\u064a\u0627\u062f\u064a\u0629 \u0648\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u062e\u0635\u064a\u0635\u060c \u0623\u0646 \u064a\u062d\u0648\u0644 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u064a\u062f\u0641\u0639 \u0646\u0645\u0648 \u0627\u0644\u0623\u0639\u0645\u0627\u0644.<\/p>\n\n\n\n

\"\u0628\u0648\u0627\u0628\u0629
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Harvest MoneyPitch: \u0628\u0648\u0627\u0628\u0629 \u0644\u0633\u062f \u0627\u0644\u0641\u062c\u0648\u0629<\/h2>\n\n\n\n

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\u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 InvestGlass: \u0646\u0627\u0641\u0630\u0629 \u0639\u0644\u0649 \u0645\u0646\u0635\u0629 \u0645\u0648\u062d\u062f\u0629<\/h2>\n\n\n\n

\u0625\u0646\u00a0\u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/a>\u00a0\u064a\u062e\u062a\u0644\u0641 \u0627\u062e\u062a\u0644\u0627\u0641\u064b\u0627 \u062c\u0648\u0647\u0631\u064a\u064b\u0627. \u0641\u0647\u064a \u0644\u064a\u0633\u062a \u0645\u0646\u062a\u062c\u064b\u0627 \u0645\u0646\u0641\u0635\u0644\u0627\u064b \u0645\u062b\u0628\u062a\u064b\u0627 \u0639\u0644\u0649 \u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u0646 \u0627\u0644\u062a\u0637\u0628\u064a\u0642\u0627\u062a\u060c \u0628\u0644 \u0647\u064a \u062c\u0632\u0621 \u0644\u0627 \u064a\u062a\u062c\u0632\u0623 \u0645\u0646 \u0645\u0646\u0635\u0629 InvestGlass \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629. \u0648\u0647\u0630\u0627 \u064a\u0639\u0646\u064a \u0623\u0646 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0647\u064a \u0646\u0627\u0641\u0630\u0629 \u0645\u0628\u0627\u0634\u0631\u0629 \u0625\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0645\u0628\u0627\u0634\u0631\u0629 \u0648\u0627\u0644\u0645\u0648\u062d\u062f\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0641\u0638\u0629<\/a>. \u064a\u062a\u064a\u062d \u0647\u0630\u0627 \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0627\u0644\u0639\u0645\u064a\u0642 \u0645\u0633\u062a\u0648\u0649 \u0645\u0646 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0648\u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u0641\u0639\u0644\u064a \u0648\u0627\u0644\u062a\u0641\u0627\u0639\u0644 \u0627\u0644\u0633\u0644\u0633 \u0627\u0644\u0630\u064a \u0644\u0627 \u064a\u0645\u0643\u0646 \u0644\u0628\u0648\u0627\u0628\u0629 \u0645\u0633\u062a\u0642\u0644\u0629 \u0623\u0646 \u062a\u0636\u0627\u0647\u064a\u0647.<\/p>\n\n\n\n

\u0645\u0642\u0627\u0631\u0646\u0629 \u0628\u064a\u0646 \u0645\u064a\u0632\u0629 \u062a\u0644\u0648 \u0627\u0644\u0623\u062e\u0631\u0649: InvestGlass \u0645\u0642\u0627\u0628\u0644 Harvest MoneyPitch<\/h2>\n\n\n\n
\u0627\u0644\u0645\u064a\u0632\u0629<\/th>\u0647\u0627\u0631\u0641\u0633\u062a \u0645\u0648\u0646\u064a \u0628\u064a\u062a\u0634<\/th>\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/th>\u0645\u0632\u0627\u064a\u0627 \u0632\u062c\u0627\u062c \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631<\/th><\/tr><\/thead>
\u0627\u0644\u062a\u0643\u0627\u0645\u0644<\/strong><\/td>\u0628\u0648\u0627\u0628\u0629 \u0645\u0633\u062a\u0642\u0644\u0629\u060c \u062a\u062a\u0637\u0644\u0628 \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0639 \u0645\u0646\u062a\u062c\u0627\u062a Harvest \u0627\u0644\u0623\u062e\u0631\u0649 \u0644\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0627\u0644\u0648\u0638\u0627\u0626\u0641 \u0627\u0644\u0643\u0627\u0645\u0644\u0629.<\/td>\u0645\u062a\u0643\u0627\u0645\u0644 \u062a\u0645\u0627\u0645\u064b\u0627 \u0645\u0639 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646 \u0641\u064a InvestGlass\u060c \u0648\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0623\u062f\u0627\u0621 PMS\u060c \u0648\u062c\u0645\u064a\u0639 \u0627\u0644\u0648\u062d\u062f\u0627\u062a \u0627\u0644\u0623\u062e\u0631\u0649.<\/td>\u062a\u062f\u0641\u0642 \u0633\u0644\u0633 \u0648\u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u0641\u0639\u0644\u064a \u0644\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0625\u0644\u0649 \u0627\u0644\u0639\u0645\u064a\u0644 \u062f\u0648\u0646 \u0623\u064a \u062a\u0623\u062e\u064a\u0631 \u0623\u0648 \u062a\u0636\u0627\u0631\u0628 \u0641\u064a \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a.<\/td><\/tr>
\u0627\u0644\u062a\u062e\u0635\u064a\u0635<\/strong><\/td>\u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0648\u0627\u0644\u0639\u0644\u0627\u0645\u0627\u062a \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629 \u0627\u0644\u0645\u062d\u062f\u0648\u062f\u0629.<\/td>\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0628\u062f\u0631\u062c\u0629 \u0643\u0628\u064a\u0631\u0629 \u0644\u062a\u062a\u0646\u0627\u0633\u0628 \u0645\u0639 \u0627\u0644\u0639\u0644\u0627\u0645\u0629 \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629 \u0644\u0634\u0631\u0643\u062a\u0643 \u0648\u062a\u062e\u0644\u0642 \u062a\u062c\u0631\u0628\u0629 \u0641\u0631\u064a\u062f\u0629 \u0644\u0644\u0639\u0645\u0644\u0627\u0621.<\/td>\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u062a\u064a \u062a\u0639\u062f \u0627\u0645\u062a\u062f\u0627\u062f\u0627\u064b \u062d\u0642\u064a\u0642\u064a\u0627\u064b \u0644\u0639\u0644\u0627\u0645\u062a\u0643 \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629\u060c \u0648\u0644\u064a\u0633 \u062a\u0637\u0628\u064a\u0642\u0627\u064b \u0639\u0627\u0645\u0627\u064b \u062a\u0627\u0628\u0639\u0627\u064b \u0644\u062c\u0647\u0629 \u062e\u0627\u0631\u062c\u064a\u0629.<\/td><\/tr>
\u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u062d\u0642\u064a\u0642\u064a<\/strong><\/td>\u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \u062a\u062a\u0645 \u0645\u0632\u0627\u0645\u0646\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0628\u0634\u0643\u0644 \u062f\u0648\u0631\u064a\u060c \u0645\u0645\u0627 \u064a\u0624\u062f\u064a \u0625\u0644\u0649 \u062a\u0623\u062e\u064a\u0631\u0627\u062a \u0645\u062d\u062a\u0645\u0644\u0629.<\/td>\u064a\u0648\u0641\u0631 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0625\u0645\u0643\u0627\u0646\u064a\u0629 \u0627\u0644\u0648\u0635\u0648\u0644 \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u0641\u0639\u0644\u064a \u0625\u0644\u0649 \u0628\u064a\u0627\u0646\u0627\u062a \u0645\u062d\u0641\u0638\u062a\u0647\u0645 \u0648\u0623\u062f\u0627\u0626\u0647\u0627 \u0648\u062c\u0645\u064a\u0639 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629.<\/td>\u064a\u0645\u0643\u0646 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0627\u0637\u0644\u0627\u0639 \u0639\u0644\u0649 \u0623\u062d\u062f\u062b \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0641\u064a \u062c\u0645\u064a\u0639 \u0627\u0644\u0623\u0648\u0642\u0627\u062a\u060c \u0645\u0645\u0627 \u064a\u0639\u0632\u0632 \u0627\u0644\u062b\u0642\u0629 \u0648\u0627\u0644\u0634\u0641\u0627\u0641\u064a\u0629.<\/td><\/tr>
\u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629<\/strong><\/td>\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629.<\/td>\u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629 \u0627\u0644\u0634\u0627\u0645\u0644\u0629\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u0642\u062f\u0631\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u062a\u062d\u062f\u064a\u062b \u0645\u0639\u0644\u0648\u0645\u0627\u062a\u0647\u0645 \u0648\u0627\u0633\u062a\u0643\u0645\u0627\u0644 \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0648\u063a\u064a\u0631 \u0630\u0644\u0643 \u0627\u0644\u0643\u062b\u064a\u0631.<\/td>\u062a\u0645\u0643\u064a\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062a\u0642\u0644\u064a\u0644 \u0627\u0644\u0639\u0628\u0621 \u0627\u0644\u0625\u062f\u0627\u0631\u064a \u0639\u0644\u0649 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646.<\/td><\/tr>
\u0627\u0644\u0623\u0645\u0646 \u0648\u0627\u0644\u0633\u064a\u0627\u062f\u0629<\/strong><\/td>\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0623\u0645\u0627\u0646 \u0627\u0644\u0642\u064a\u0627\u0633\u064a\u0629.<\/td>\u064a\u0648\u0641\u0631 \u0623\u0645\u0627\u0646\u0627\u064b \u0645\u0646 \u0627\u0644\u062f\u0631\u062c\u0629 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629 \u0645\u0639 \u062e\u064a\u0627\u0631\u0627\u062a \u0644\u0644\u0627\u0633\u062a\u0636\u0627\u0641\u0629 \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629 \u0627\u0644\u0645\u062d\u0644\u064a\u0629 \u0623\u0648 \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629 \u0627\u0644\u0633\u064a\u0627\u062f\u064a\u0629.<\/td>\u0623\u0639\u0644\u0649 \u0645\u0633\u062a\u0648\u0649 \u0645\u0646 \u062d\u0645\u0627\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0627\u0644\u062e\u0635\u0648\u0635\u064a\u0629 \u0644\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062d\u0633\u0627\u0633\u0629 \u0644\u0639\u0645\u0644\u0627\u0626\u0643.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u0627\u0644\u0642\u064a\u0645\u0629 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629<\/h2>\n\n\n\n

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1. \u0627\u0644\u0627\u0631\u062a\u0642\u0627\u0621 \u0628\u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644<\/h3>\n\n\n\n

\u062a\u062e\u064a\u0644 \u0623\u0646 \u064a\u0642\u0648\u0645 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u062a\u0633\u062c\u064a\u0644 \u0627\u0644\u062f\u062e\u0648\u0644 \u0625\u0644\u0649 \u0628\u0648\u0627\u0628\u0629 \u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a\u0629 \u062a\u062d\u0645\u0644 \u0634\u0639\u0627\u0631 \u0634\u0631\u0643\u062a\u0643 \u0628\u0634\u0643\u0644 \u062c\u0645\u064a\u0644\u060c \u062d\u064a\u062b \u064a\u0645\u0643\u0646\u0647 \u0631\u0624\u064a\u0629 \u0645\u062d\u0641\u0638\u062a\u0647 \u0628\u0627\u0644\u0643\u0627\u0645\u0644 \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u0641\u0639\u0644\u064a\u060c \u0648\u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0645\u062e\u0635\u0635\u0629\u060c \u0648\u0645\u0631\u0627\u0633\u0644\u0629 \u0645\u0633\u062a\u0634\u0627\u0631\u0647 \u0628\u0634\u0643\u0644 \u0622\u0645\u0646\u060c \u0643\u0644 \u0630\u0644\u0643 \u0641\u064a \u0645\u0643\u0627\u0646 \u0648\u0627\u062d\u062f. \u0647\u0630\u0627 \u0647\u0648 \u0646\u0648\u0639 \u0627\u0644\u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0635\u0631\u064a\u0629 \u0648\u0627\u0644\u0633\u0644\u0633\u0629 \u0627\u0644\u062a\u064a \u062a\u0628\u0646\u064a \u0627\u0644\u0648\u0644\u0627\u0621 \u0648\u062a\u0645\u064a\u0651\u0632 \u0634\u0631\u0643\u062a\u0643 \u0639\u0646 \u0645\u0646\u0627\u0641\u0633\u064a\u0647\u0627.<\/p>\n\n\n\n

2. \u062a\u0639\u0632\u064a\u0632 \u0645\u0634\u0627\u0631\u0643\u0629 \u0623\u0639\u0645\u0642 \u0644\u0644\u0639\u0645\u0644\u0627\u0621<\/h3>\n\n\n\n

\u062a\u0634\u062c\u0639 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u0623\u0646 \u064a\u0643\u0648\u0646\u0648\u0627 \u0623\u0643\u062b\u0631 \u062a\u0641\u0627\u0639\u0644\u0627\u064b \u0645\u0639 \u062b\u0631\u0648\u0627\u062a\u0647\u0645. \u0639\u0646\u062f\u0645\u0627 \u064a\u0643\u0648\u0646 \u0644\u062f\u064a\u0647\u0645 \u0633\u0647\u0648\u0644\u0629 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0648\u0627\u0644\u0623\u062f\u0648\u0627\u062a\u060c \u0641\u0645\u0646 \u0627\u0644\u0623\u0631\u062c\u062d \u0623\u0646 \u064a\u0643\u0648\u0646\u0648\u0627 \u0623\u0643\u062b\u0631 \u0642\u062f\u0631\u0629 \u0639\u0644\u0649 \u0627\u0644\u0645\u0628\u0627\u062f\u0631\u0629 \u0648\u0637\u0631\u062d \u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0648\u0627\u0644\u062a\u0639\u0627\u0648\u0646 \u0645\u0639 \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0647\u0645. \u0648\u0647\u0630\u0627 \u064a\u0624\u062f\u064a \u0625\u0644\u0649 \u0639\u0644\u0627\u0642\u0627\u062a \u0623\u0639\u0645\u0642 \u0648\u0623\u0643\u062b\u0631 \u062c\u062f\u0648\u0649.<\/p>\n\n\n\n

3. \u0632\u064a\u0627\u062f\u0629 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629<\/h3>\n\n\n\n

\u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u0645\u0643\u064a\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629\u060c \u064a\u0645\u0643\u0646\u0643 \u062a\u0642\u0644\u064a\u0644 \u0639\u0628\u0621 \u0627\u0644\u0639\u0645\u0644 \u0627\u0644\u0625\u062f\u0627\u0631\u064a \u0639\u0644\u0649 \u0641\u0631\u064a\u0642\u0643 \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631. \u064a\u0645\u0643\u0646 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u062a\u062d\u062f\u064a\u062b \u0645\u0639\u0644\u0648\u0645\u0627\u062a\u0647\u0645 \u0627\u0644\u0634\u062e\u0635\u064a\u0629\u060c \u0648\u062a\u062d\u0645\u064a\u0644 \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a\u060c \u0648\u0627\u0633\u062a\u0643\u0645\u0627\u0644 \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0645\u0628\u0627\u0634\u0631\u0629\u064b \u0641\u064a \u0627\u0644\u0628\u0648\u0627\u0628\u0629\u060c \u0645\u0639 \u062a\u062f\u0641\u0642 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0628\u0633\u0644\u0627\u0633\u0629 \u0625\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u0648\u0647\u0630\u0627 \u064a\u062d\u0631\u0631 \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0643 \u0644\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0623\u0646\u0634\u0637\u0629 \u0630\u0627\u062a \u0627\u0644\u0642\u064a\u0645\u0629 \u0627\u0644\u0639\u0627\u0644\u064a\u0629.<\/p>\n\n\n\n

\u0627\u0644\u062e\u0627\u062a\u0645\u0629 \u0628\u0648\u0627\u0628\u0629 \u0647\u064a \u0623\u0643\u062b\u0631 \u0645\u0646 \u0645\u062c\u0631\u062f \u0628\u0648\u0627\u0628\u0629<\/h2>\n\n\n\n

Harvest MoneyPitch \u0647\u064a \u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0643\u0641\u0624\u0629\u060c \u0648\u0644\u0643\u0646\u0647\u0627 \u0645\u062d\u062f\u0648\u062f\u0629 \u0628\u0633\u0628\u0628 \u0637\u0628\u064a\u0639\u062a\u0647\u0627 \u0627\u0644\u0645\u0633\u062a\u0642\u0644\u0629. \u0641\u0641\u064a \u0645\u062c\u0627\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u062d\u062f\u064a\u062b\u0629\u060c \u064a\u062c\u0628 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0623\u0643\u062b\u0631 \u0645\u0646 \u0645\u062c\u0631\u0651\u062f \u0646\u0627\u0641\u0630\u0629\u060c \u0628\u0644 \u064a\u062c\u0628 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0628\u0648\u0627\u0628\u0629 \u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u062a\u0645\u0627\u0645\u064b\u0627 \u0644\u0639\u0644\u0627\u0642\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0623\u0643\u0645\u0644\u0647\u0627. \u0648\u062a\u0641\u064a \u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 InvestGlass\u060c \u0628\u0627\u0639\u062a\u0628\u0627\u0631\u0647\u0627 \u062c\u0632\u0621\u064b\u0627 \u0644\u0627 \u064a\u062a\u062c\u0632\u0623 \u0645\u0646 \u0645\u0646\u0635\u0629 InvestGlass \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0628\u0647\u0630\u0627 \u0627\u0644\u0648\u0639\u062f.<\/p>\n\n\n\n

\u0628\u0627\u062e\u062a\u064a\u0627\u0631\u0643 InvestGlass\u060c \u0641\u0625\u0646\u0643 \u062a\u062e\u062a\u0627\u0631 \u062a\u0632\u0648\u064a\u062f \u0639\u0645\u0644\u0627\u0626\u0643 \u0628\u062a\u062c\u0631\u0628\u0629 \u0631\u0642\u0645\u064a\u0629 \u0645\u062a\u0641\u0648\u0651\u0642\u0629\u060c \u0648\u062a\u0639\u0632\u064a\u0632 \u0645\u0634\u0627\u0631\u0643\u0629 \u0623\u0639\u0645\u0642\u060c \u0648\u0628\u0646\u0627\u0621 \u0645\u0645\u0627\u0631\u0633\u0629 \u0623\u0643\u062b\u0631 \u0643\u0641\u0627\u0621\u0629 \u0648\u0642\u0627\u0628\u0644\u064a\u0629 \u0644\u0644\u062a\u0637\u0648\u064a\u0631. \u0623\u0646\u062a \u062a\u062e\u062a\u0627\u0631 \u0645\u0646\u0635\u0651\u0629 \u0644\u0627 \u062a\u0643\u0648\u0646 \u0641\u064a\u0647\u0627 \u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u0643\u0631\u0629 \u062b\u0627\u0646\u0648\u064a\u0629\u060c \u0628\u0644 \u0631\u0643\u064a\u0632\u0629 \u0623\u0633\u0627\u0633\u064a\u0629 \u0641\u064a \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u062e\u062f\u0645\u0629 \u0639\u0645\u0644\u0627\u0626\u0643.<\/p>\n\n\n\n

\u0627\u0643\u062a\u0634\u0641 \u0643\u064a\u0641 \u064a\u0645\u0643\u0646 \u0644\u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 InvestGlass \u0627\u0644\u0645\u062f\u0645\u062c\u0629 \u0623\u0646 \u062a\u062d\u062f\u062b \u062b\u0648\u0631\u0629 \u0641\u064a \u0639\u0644\u0627\u0642\u0627\u062a\u0643 \u0645\u0639 \u0639\u0645\u0644\u0627\u0626\u0643.\u00a0\u0627\u062d\u062c\u0632 \u0639\u0631\u0636\u0627\u064b \u062a\u062c\u0631\u064a\u0628\u064a\u0627\u064b \u0645\u0639\u0646\u0627 \u0627\u0644\u064a\u0648\u0645.<\/a><\/p>","protected":false},"excerpt":{"rendered":"

Introduction: The Client Portal as a Cornerstone of the Digital Experience In the digital age of wealth management, a client portal is no longer a “nice-to-have” feature; it is an essential cornerstone of the client experience. It is the primary digital touchpoint where clients interact with their wealth, access information, and communicate with their advisors. 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