Category: Blog

Welcome to the InvestGlass blog!

We are excited to share our knowledge and insights on all things related to impact investing. Our goal is to educate and empower individuals and organizations to make informed decisions about where to invest their money.

We believe that impact investing can have a positive impact on society, the environment, and the economy.

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Is direct indexing better than ETF?: Implementing Personalized, Tax-Efficient Portfolios at Scale

Written by InvestGlass on . Posted in Blog.

When it comes to investing, there are a lot of options to choose from. One popular option is exchange-traded funds (ETFs). ETFs offer investors a way to gain exposure to a basket of assets, and they can be traded just like stocks. But is direct indexing better than ETFs? Here’s what you need to know and connect to InvestGlass tools built for portfolio managers and financial advisors.

  • What is direct indexing?
  • Seeking tax efficiency in a separately managed account
  • How to deliver personalization for your investors 
  • What types of investors may be a fit for a direct indexing strategy

What is direct indexing versus mutual fund?

Direct indexing is an investment strategy that involves buying and holding individual stocks rather than buying into ETFs. This can be a more tax-efficient way to invest, as it allows investors to avoid paying capital gains taxes on the ETFs themselves. Additionally, direct indexing can provide investors with more personalization and control over their portfolios.

An ETF, or exchange-traded fund, is a type of investment fund that holds assets like stocks, commodities, or bonds and can be traded on stock exchanges. ETFs offer investors a way to gain exposure to a basket of assets, and they can be bought and sold just like stocks. ETF is usually preferred to traditional index funds because ETFs often have lower costs and tax advantages. This is different from fractional shares, which involve setting up multiple accounts and investing in fractions of shares.

An ETF can include a variety of assets, including stocks, commodities, and bonds. This can provide investors with exposure to a range of markets and can be a convenient way to invest. Additionally, ETFs can be traded on stock exchanges, making them easy to buy and sell. ETF can include sophisticated strategies which have an impact on tax loss harvesting. It is also possible to offset capital gains if they are correctly used. The taxable account can vary in each country so make sure that you’re asking for your financial advisor first. Of course, if you’re using a robot advisor then the tax professional job is usually included within the robo advisor solution.

As InvestGlass, we suggest our customers be a teacher and boarding with potential tax savings inside the portfolio management proposal.

Seeking tax efficiency in a separately managed account with direct indexing strategies

Tax efficiency is a critical consideration for investors. By using a direct indexing strategy, investors can avoid paying capital gains taxes on the ETFs themselves. This can be a more tax-efficient way to invest, as it allows investors to keep more of their profits. Additionally, direct indexing can provide investors with more personalization and control over their portfolios.

Portfolio managers are used to creating portfolio mandates which to Matic investing or active strategies will include tax efficiency securities. You’ll also be able to sell stocks that have declined and use the loss to offset gains as a way of lowering your tax bill, or avoiding taxes altogether.

How to deliver personalization for your investors 

InvestGlass created a digital onboarding solution for fund managers and advisory firms looking to build robo advisory solutions. These templates are built with no coding knowledge and will facilitate the selection of most investment strategies.

These onboarding tools are suited for institutional investors or retail investors. Only the format will vary as you might not show retail investors information such as :

  • tracking error
  • full transparent underlying securities
  • declining trading costs
  • fund tax management
  • index’s performance and benchmark inde
  • detailed investment description
  • factor exposure
  • investment minimums
  • certain risks and market conditions with backtesting

The robo advisor is connected to the InvestGlass portfolio management tool which enables efficient separately managed accounts management. The layout and background can be adapted based on the thematic investing you would offer.

Digital onboarding InvestGlass
Digital onboarding InvestGlass

What types of investors may be a fit for a direct indexing strategy and exchange-traded funds

Individual investors will appreciate the direct indexing strategy because it allows them to avoid paying capital gains taxes on the ETFs themselves. This can be a more tax-efficient way to invest, as it allows investors to keep more of their profits. Additionally, direct indexing can provide investors with more personalization and control over their portfolios.

Tax-sensitive investors, such as high-net-worth investors and pension plans, may also find direct indexing attractive. Direct indexing allows these investors to better manage their taxes by offsetting gains with losses. High-net-worth individuals can also benefit from the customization of portfolios that a direct indexing strategy provides. The same client type can be regarding transaction costs and after-tax returns. You shall then provide tax documents for each specific investment.

Direct indexing is a more tax-efficient way to invest, as it allows investors to keep more of their profits. Additionally, direct indexing can provide investors with more personalization and control over their portfolios. Tax-sensitive investors, such as high-net-worth individuals and pension plans, may also find direct indexing attractive. Direct indexing allows these investors to better manage their taxes by offsetting gains with losses. High-net-worth individuals can also benefit from the customization of portfolios that a direct indexing strategy provides.

Direct indexing coupled with InvestGlass Digital onboarding + Portfolio management is a fantastic way to respond to each investor’s personal values, investment objectives, and hyper-individualized advisory services.

direct indexing

direct indexing

Flush DNS: What It Is, How to Do It & Why You Should

Written by InvestGlass on . Posted in Blog.

DNS – What It Is, How to Do It & Why You Should

When you flush the DNS cache on your computer, it clears out the address book that your computer uses to translate website names (like “google.com”) into numeric IP addresses (like “173.194.33.105”). This is useful when you want to clear out any incorrect information that might be cached, or if you’re troubleshooting a problem with your internet connection. In this article, we’ll show you how to flush the DNS cache on Windows 10, 8 and 7.

Flushing your DNS cache is a great way to resolve domain name issues and speed up your web browsing experience. In this article, we’ll show you how to flush DNS on Windows, Mac OS X, and Linux. We’ll also explain why flushing DNS can be a helpful troubleshooting step. Where is the windows search bar?

When you make a change to your DNS settings, it can take up to 48 hours for those changes to propagate. This propagation time is the time it takes for DNS servers around the world to update their records and start using your new DNS settings. In most cases, propagation will happen much sooner than 48 hours.

There are a few manners to flush DNS on different operating systems or “OS”:

Once the browser has that information the browser can store it in its local cache. Next time you will visit the website the local cash will be first presented to show this website quicker. Some IP addresses can also be corrupted which can result into showing to cached data first. The DNS cash can also impact users’ ability to connect to the Internet. Therefore you can speed of the DNS delivery with some specific providers. Cloudflare is the default DNS provider for many websites and is also a popular choice for personal use. Cloudflare’s DNS servers are some of the fastest in the world.

In this post, we’ll cover everything you need to know, including:

what flush DNS does

why you would flush DNS

how to flush DNS

on Windows 10

on Windows 7

on Windows XP and Vista

on Mac OS X

on Chrome

on Linux

What does flush DNS do?

Flushing DNS will clear all IP addresses and DNS records from your cash browser. This can help to resolve any type of security issues, Internet connectivity is among other issues. You have to make sure that the clash is actually clean before you process to other types of operation it’s also important to understand the concept of TTL. TTL means time to live. The TTL specifies a period of time usually in seconds in which the DNS records will remain valid. Within the time period, any queries provided from this website or queries that you will push to your website will be going through this DNS server. Web pages can have different policies for this TTL this does not depend on most operating systems’ configurations.

1. You want to prevent DNS spoofing.

DNS spoofing is a type of attack where an attacker replaces your DNS server’s IP address with their own. This allows them to redirect your traffic to a malicious website. Flushing your DNS cache will remove the spoofed DNS entries and allow you to access the internet normally.

DNS spoofing can be used to steal your personal information, such as login credentials and credit card numbers. It can also be used to distribute malware.

2. You experience 404 errors.

DNS information on your computer may not be generated right away partly if you move to a new domain name system. In that case, it is possible to 404 error or another outdated version of a site when you try to visit. Therefore you should clean your DNS cash at any time to repair at issue.

3. You’re having trouble accessing a website.

If you have issues accessing a website you should first try also to clean your browser’s temporary files.

It may also be interesting to clean your cookies. In our InvestGlass team, we often use a browser we love called Brave. Brave Browser is well known for its privacy and security features. Of course, if you’re using another browser and maybe just stacking information.

m and save everything into cookies.

4. You want to keep your search behavior private.

When you think of tracking user behavior on the internet, you probably think of cookies — but the DNS cache can reveal your search history as well. That’s because the DNS cache is designed to act like a virtual address book, storing the information of the websites you visit regularly. To keep this information away from data collectors or bad actors on the web, it’s a good idea to regularly flush your DNS cache.

Now that we understand what flushing your DNS cache means and why you’d want to, let’s walk through how you can do it below.

How to Flush DNS and which command should be command prompt should be performed?

The process for flushing DNS varies depending on your computer’s operating system. You might not be able to proceed to this operation if you don’t have admin password, or access to the command line, or command prompt application. So now he’s looking to the flush DNS, and as well as other DNS records tricks.

How to Flush DNS Microsoft Windows 10

This is the process for flushing your DNS cache on Windows 10. These steps should also work for Windows 8.1

1. Click the Start button. It’s the Windows logo in the bottom left corner.

2. Select Command Prompt.

3. To open the command prompt console, you could also simply press the Windows and R keys at the same time and enter cmd. This is a common terminal app. Some companies and particularly banks will restrict this access.

4. You may see a popup asking if you want to allow Command Prompt to make changes to your computer. If you do, select Yes.

5. If you are asked for an administrative login at this point, then you’ll need to contact your system administrator to proceed.

6. In the command prompt window, type ipconfig /flushdns.

7. Press enter.

8. You should see a message confirming that the DNS Resolver Cache was successfully flushed.

How to Flush DNS Microsoft Windows 7

The process for flushing your DNS cache on Microsoft Window 7 is nearly identical to that of later versions.

1. Click the Start button. It’s the Windows logo in the bottom left corner.

2. Click All Programs > Accessories.

3. Find Command Prompt. Right-click it, and choose Run as administrator.

4. You may see a popup asking if you want to allow Command Prompt to make changes to your computer. If you do, select Yes.

5. If you are asked for an administrative login at this point, then you’ll need to contact your system administrator to proceed.

6. In the command prompt window, type ipconfig /flushdns.

7. Press Enter.

8. You should see a message confirming that the DNS Resolver Cache was successfully flushed.

How to DNS flush Microsoft Windows XP and Vista

The process for flushing your DNS cache on Microsoft Windows XP and Vista is nearly identical to that of Windows 7. However, the message at the end varies and may require admin intervention.

1. Click the Start button. It’s the Windows logo in the bottom left corner.

2. Click All Programs > Accessories.

3. Select Command Prompt.

4. In the command prompt window, type ipconfig /flushdns.

5. Press Enter.

6. You should see a message confirming that the DNS Resolver Cache was successfully flushed. If you receive a message that says “Action Requires Elevation” instead, then you need to contact the admin of your computer to complete the steps above.

How to Flush DNS Mac OS X

The process for flushing your DNS cache on a Mac OS X computer is similar, no matter what software version it’s running. But you will need to know what version for step 6 since the command prompt varies.

1. Open Finder.

2. Click Applications.

3. Scroll down to the Utilities folder and click it.

4. Open Terminal.

5. To open Terminal, you could also simply open Launchpad and type in “Terminal” in the search bar.

6. In the Terminal window, type in the one of the following commands based on your software version:

  • 10.7-10.9, 10.11-10.14 (Lion, Mountain Lion, Mavericks, El Capitan, Sierra, High Sierra, Mojave): sudo killall -HUP mDNSResponder
  • 10.10 (Yosemite): sudo discoveryutil mdnsflushcache.
  • 10.5-10.6 (Leopard, Snow Leopard): sudo dscacheutil -flushcache
  • 10.4 (Tiger): lookupd -flushcache

7. Enter your password and press Enter again.

8. You should see a message confirming that the DNS cache has been reset.

How to Flush DNS Google Chrome browser

Google Chrome browser does keep a DNS cache of its own. If Chrome is set as your default web browser, then you’ll need to clear Chrome’s DNS cache as well as your operating system’s DNS cache. Here’s the process on Google Chrome.

1. Type the following address into your browser’s address bar: chrome://net-internals/#dns

2. Click the Clear host cache.

How to Flush DNS Linux Operating System – Ubuntu or other

Linux systems don’t have a DNS cache by default. However, each distribution might use a different DNSservice to store DNS records locally. Depending on the service, you can either clear the cache or restart the service.

1. Press Ctrl+Alt+T on your keyboard to launch a terminal window.

2. In the Terminal window, type in the one of the following commands based on the service your Linux system is running.

  • NCSD: sudo /etc/init.d/nscd restart
  • Dnsmasq: sudo /etc/init.d/dnsmasq restart
  • BIND: You may have to try multiple commands:
  • sudo /etc/init.d/named restart
  • sudo rndc restart
  • sudo rndc exec

3. You may be asked to enter your password.

4. The service might stop, then start again before sending a confirmation message that the cache was successfully reset.

Flush DNS Cache and IP addresses

There are a lot of reasons to regularly flush your DNS cache.

Yes. there are a lot of reasons why you should clean your DNS cash. The more visited websites, the more data will be stored. It is important also to make sure that you do this for security and phishing schemes. This is not only for technical problems or system security permissions. The best part is how the process is done and for that, we are happy to add Investglass to help you if those comments are not appropriate comment.

Flush DNS

woman in black shirt using laptop computer

What does SaaS mean for your business?

Written by InvestGlass on . Posted in Blog.

SaaS stands for software as a service. It is a model of software delivery where a provider makes applications available to customers over the internet. Customers can access and use the software, typically through a web browser, while the provider manages the infrastructure and security. The SaaS model is far away from the old application users and offers a scalable software licensing model.

  • 1. What is SaaS providers meaning
  • 2. How does SaaS model work with cloud computing
  • 3. What industries is SaaS popular in
  • 4. How do you choose a SaaS provider
  • 5. How InvestGlass customer relationship management tool is used

1. What is SaaS providers meaning?

Saas is a model of software delivery that allows users to access and use an application over the internet, usually through a web browser. The provider manages the infrastructure and security while the customer pays for use of the software. SaaS is popular in many industries because it offers a number of advantages over traditional on-premises software.

The first Saas Vendors were Salesforce.com and Google Apps who offered alternatives to traditional on-premises software such as Microsoft Dynamics and Exchange Server. SaaS now includes a wide range of applications such as CRM, ERP, HRIS, Accounting, Project Management, and more.

Software-as-a-Service is typically accessed through a web browser, with users logging into the system using a username and password. Instead of each user having to install the software on their computer, the user is able to access the program via the Internet.

Advantages of SaaS include reduced IT costs, increased flexibility, and faster deployment. SaaS can be a great option for companies who want to improve their operations without making a large upfront investment in software.

From SaaS, fintech companies created the term BaaS. BaaS stands for Banking as a Service. BaaS is a model where banks offer their services to other companies through APIs. This allows fintech companies to offer banking products and services without having to build their own infrastructure. Operating systems such as Windows and iOS are also delivered as a service. Microsoft Azure is an example of a platform that delivers both IaaS and PaaS.

man in gray dress shirt sitting on chair in front of computer monitor

2. How does SaaS model work with cloud computing

The SaaS business model works with a pricing structure that allows users to access and use an application on a subscription basis. This means that instead of paying for the software outright, users pay a monthly or annual fee to use the software. The SaaS model is well-suited to cloud computing because it allows providers to offer their applications on a pay-as-you-go basis.

Cloud computing is a model of computation where resources are provided as a service over the internet. Cloud computing allows organizations to access and use resources on demand, without having to make a large upfront investment. The SaaS business model is well-suited to cloud computing because it allows providers to offer their applications on a pay-as-you-go basis.

The SaaS model is also attractive to users because it offers a number of advantages over traditional on-premises software, including reduced IT costs, increased flexibility, and faster deployment.

Because the SaaS model works with cloud computing, it can be a great option for companies who want to improve their operations without making a large upfront investment in software.

woman in black shirt using laptop computer

Small businesses and large enterprises love SaaS solutions because you can quickly test without an installation with on-premise software. The operating system is not an issue and customer data can easily be imported. This brings us to the data center issue.

Some companies will be addicted to test new software services. If you don’t know AppSumo we suggest you have a try. AppSumo is a website that sells software products and services at heavily discounted prices. The catch is that the deals are only available for a limited time, and once they’re gone, they’re gone for good. Saas company can push special offers there.

4. How do you choose a SaaS provider?

AWS, Google, and Alicloud are offering data center solutions. But is your data really safe in cloud solutions? The software vendor will always say Yes! “But”. Saas Technology even if based on cloud services responds to local regulations. That is what everyone is telling you. Did you know about the Cloud Act ?

The Cloud Act is a piece of legislation that was passed in the United States in 2018. The Cloud Act allows the US government to access data stored in cloud computing platforms regardless of where the data is located. This legislation was introduced in response to the growing popularity of cloud computing and the need for the US government to have access to data that is stored in foreign countries. This means that the US government could then collect data from Microsoft Office servers in Ireland… and anywhere else in the World!

Now Salesforce and like will also tell you that you can encrypt your data. Cloud security is a key element but your are still running your Salesforce on the vendor’s servers! All the data could be encrypted but your Saas Apps, cloud provider, and data security are in the same place. It’s easy to shut down access if you don’t comply with the Cloud Act. Back to 0.

low-angle photo of U.S. flag placed on gray pole
US Cloud Act

Choosing a SaaS provider can be a difficult task, but there are a few things you should keep in mind when making your decision.

First, you need to make sure that the provider offers the features and functionality that you need. Most SaaS vendors offer Saas market gateway with pre-built connection to Saas Providers. A good platform as a service should be fully open and also ready for experiences on any web browser.

Second, you need to consider the provider’s reputation and customer satisfaction. A provider never works alone, you have to understand that this provider could become an infrastructure as a service. You have also to check the cloud provider’s reputation.

Third, you need to make sure that the provider can meet your company’s specific needs and subscription fee model. Many businesses are tempted by free Saas approach. Free usually attracts small companies but don’t get it wrong, once your data is in SaaS data vault… it will be difficult to get out to another software.

When choosing a SaaS provider, it is important to do your research and carefully consider all of your options. There is no one-size-fits-all solution, so you need to make sure that you find a provider that is a good fit for your company.

5. How InvestGlass customer relationship management tool is used?

The InvestGlass customer relationship management tool is used by many companies because it offers a number of features and benefits. Some of the features offered by InvestGlass include task management, contact management, and lead tracking.

InvestGlass is a Swiss company providing software solutions to the financial industry since 2014. The company’s flagship product is its customer relationship management tool, which is used by many companies in the financial industry.

The product is built around 5 pillars :

  • Digital onboarding to turn your paper into digital
  • Customer relationship management (CRM) and enterprise resource planning (ERP)
  • Portfolio management tool (PMS) for financial management
  • Market and automation tool to accelerate human resource management and compliance
  • Employee / client portal

The InvestGlass customer relationship management tool is a great option for companies that want to improve their operations and increase their sales. If you are looking for a CRM tool, InvestGlass is a great option to consider. InvestGlass is used to be connected to traditional software such as Temenos, Avaloq, G2, Sopra Banking, Advent, NewAccess, and other account software tools.

The solution incorporated in Swiztlernad can run on the public cloud, private cloud, or alternative cloud environment. This means that we can adapt the service level agreement (SLA) based on local business applications and regulatory frameworks. Our subscription fee grants access to product documentation, video, and ongoing support governed by an SLA suitable for financial industries. We will always suggest our clients with data security concerns host InvestGlass on private data centers and not AWS, Google, or Alicloud. This strategy is not a hurdle to offering connection to other Saas products. Saas products can connect their API and encrypt the communication to InvestGlass when InvestGlass is used a central provider of connectivity.

The InvestGlass customer relationship management tool is a great option for companies that want to improve their operations and increase their sales. If you are looking for a CRM software provider, InvestGlass is a great option to consider. We are the only all-in-one Swiss cloud provider. The solution incorporated in Swiztlernad can run on the public cloud, private cloud, or alternative cloud environment. This means that we can adapt the service level agreement based on local business applications and regulatory frameworks.

What Does SaaS Mean?

what Does SaaS Mean

man sitting in front of table

What is Fund Administration?

Written by InvestGlass on . Posted in Blog.

InvestGlass automates fund administration, a process that was once done manually. Fund administration includes tasks such as preparing and submitting financial statements, calculating and paying taxes and ensuring compliance with regulations.

Strong of years of software improvements and feedback from fund administrators, back office teams, compliance teams, and fund administrator, we built a killer app! InvestGlass’ software makes this process easier and faster, allowing you to focus on what’s important – growing your business!

1. What is fund administration and what InvestGlass automates
2. How InvestGlass makes the process easier and faster for fund managers
3. The benefits of using InvestGlass for fund administration
4. Future trends of digitalization and fund administration

1. What is fund administration and what InvestGlass automates

Investment firms use fund administration to outsource the financial and administrative tasks related to their venture capital funds. InvestGlass automates the process, making it easier and faster for firms to manage their funds.

The migration process into InvestGlass starts with 5 steps to carefully follow. These steps are meant to optimize the fund administration process. Our team has been working with the fund industry for the past eight years. This experience helps us to automate fund administration activities to their best. Of course, the fence structures are different from one company to another. This is why it’s important to onboard your in-house team as soon as possible and understand potential investors’ needs as soon as possible too.

Migration with InvestGlass

Investment managers should contact the Investglass team as soon as possible. We would say just after the bank account opening. For administration professionals and possibly hedge funds will appreciate the way we are automatizing investments for processes. Hedge funds usually run with small teams. And they will appreciate that we have them for prospect onboarding, nerve calculation, and operational efficiency.

2. How InvestGlass makes the process easier and faster for fund managers

InvestGlass’ software automates many of the processes that are traditionally done manually in fund administration. This speeds up the process and reduces the chance of errors. InvestGlass’ software is also user-friendly, making it easy for investment firms to learn and use. The benefits of using InvestGlass for fund administration include:

– Reduced time and manpower needed to complete administrative tasks

– Automated processes reduce the chance of human error

– User-friendly interface makes it easy for investment firms to learn and use

With InvestGlass forms, you can easily collect information from your customer. Then you can build digital forms for any type of prospect:

  • hedge fund managers
  • private equity funds of fund
  • pension funds
  • a global network of high-net-worth individuals
  • family offices

The form system can be enhanced with an SMS signature hosted directly into InvestGlass. This means that the customer’s identifiable information remains in the same tenant! We truly believe that administration services can be automated and this will have a positive impact on the fund’s income.

white and blue building under white clouds during daytime
Luxembourg, capital of fund administration in Europe

3. The benefits of using InvestGlass for fund administration for fund administrators

Using InvestGlass for fund administration provides a number of benefits for investment firms:

  • Reduced time and manpower needed to complete administrative tasks
  • Automated processes reduce the chance of human error
  • User-friendly interface makes it easy for investment firms to learn and use

The solution has been developed for fund administration firms. The main idea is to collect all the fund services under the same technology these departments are working together: middle office (IBOR), fund accounting (ABOR), and transfer agency/investor servicing.

InvestGlass can be used for multiple asset classes and usages :

  • real estate funds with geographical representation on a map
  • interests calculations
  • reporting requirements checklist
  • records payment
  • expenses accruals
  • record payments
  • statutory reporting
  • intelligent reporting
  • broad asset coverage
  • multi-jurisdictional support
  • NAV calculations
  • performance measures
  • regulatory compliance
  • interests calculation
  • expense accruals
  • anti-money laundering automation
  • ensuring collection via the campaign tool
  • track daily purchases and send automated alerts

The solution is cloud-native and cloud-agnostic which means that you can run InvestGlass on a Swiss server or on your own premise. This technological infrastructure is used by banks and the fund industry for the past 8 years. This also means that with InvestGlass API you can connect multiple frameworks. An API is also available for your mobile application. InvestGlass is a tool created by and for fund administrators. It automates many processes that are traditionally done manually, reducing the time and manpower needed to complete tasks such as preparing and submitting financial statements, calculating and paying taxes, and ensuring compliance with regulations.

man sitting in front of table
Fund administration made simple

4. What is fund accounting and the future trends of digitalisation

As technology advances, so does digitalization. This is having a significant impact on the world of finance, including in the area of fund administration. It is predicted that in the future, more processes will be automated, resulting in even further efficiency gains. This will allow investment firms to focus even more on growing their business while leaving the tedious administrative tasks to InvestGlass.

The InvestGlass Workflow and Exception Manager is what sets InvestGlass Multifonds apart from other fund administration solutions This module helps investment firms to manage their funds more effectively and efficiently The InvestGlass Workflow and Exception Manager allows firms to:

– Automate workflows and processes, reducing the time and manpower needed to complete tasks such as preparing and submitting financial statements, calculating and paying taxes, and ensuring compliance with regulations

– Set up custom workflows to suit their specific needs

– View and track the progress of all workflows in real-time

– Receive alerts when workflows are completed or when there are any exceptions.

Digitalization is having a significant impact on the world of finance, including in the area of fund administration. It is predicted that in the future, more processes will be automated, resulting in even further efficiency gains. This will allow investment firms to focus even more on growing their business while leaving the tedious administrative tasks to InvestGlass. InvestGlass provides a number of benefits for investment firms, such as reducing time and manpower needed to complete administrative tasks, automated processes that reduce the chance for human error, and a user-friendly interface that makes it easy for investment firms to learn and use. The solution has been developed specifically for fund administrators and can automate many processes that are traditionally done manually.

What is Fund Administration

blue and yellow star flag

How to Implement MIFID for Advisory?

Written by InvestGlass on . Posted in Blog.

If you’re looking for a way to automate your advisory business, look no further than the InvestGlass Swiss Cloud solution. InvestGlass is the only automated advisor platform that has been approved by regulators under MIFID II blending CRM, PMS and Marketing tools.

MIFID, or the Markets in Financial Instruments Directive, is a set of regulations that were introduced in 2007 in order to improve the transparency and efficiency of financial markets.

One of the key aspects of MIFID is the requirement for firms to provide ‘investment advice’ only if they have determined that the client has the ‘appropriate expertise, experience and knowledge to make their own investment decisions.

This ‘ appropriateness test’ can be a challenge for firms, particularly those offering advisory services, as it requires them to have a detailed understanding of their client’s circumstances.

There are a number of ways in which firms can go about meeting this requirement, but one of the most effective is to make use of automation.

Automation can help firms to quickly and accurately assess their client’s circumstances, and to provide them with the information they need to make informed investment decisions.

In addition, automation can also help firms to keep track of their client’s investments and to provide them with ongoing advice and support.

If you are considering implementing automation in your advisory business, then there are a few things you will need to take into account.

This video is presenting how InvestGlass can help you automate your MIFID screening for pro-active teams.

Export selected columns into CSV file in Excel

Export selected columns into CSV file in Excel

Written by InvestGlass on . Posted in Blog.

In this video, you’ll discover how to simply export your contacts from Investglass CRM. No problem and skills are needed to do that just follow the video step-by-step.

There are a few reasons why exporting data from CRM is important. First, it allows businesses to keep track of their sales and marketing efforts. Additionally, it can help identify opportunities for improvement. Finally, exporting data can also help measure the success of marketing campaigns.

You can use CRM export to work with your team to keep track of your sales and marketing progress. Additionally, you can use it to identify areas where you need to make changes. Finally, you can use CRM exporting data to measure the success of your marketing campaigns. Doing so will help you improve your future marketing efforts.

When you export data from CRM, you have a few options. You can export all data, which can be beneficial if you want to keep track of your entire sales process. Additionally, you can choose to export only certain types of data. This can be helpful if you want to focus on specific areas of improvement.

Once you have decided which data to export, you need to select the format in which you want to export it. The most common formats are .csv and .xls. You can also choose to export the data in a .txt file.

After you have chosen the format, you need to select the fields that you want to export. This will include the standard fields, as well as any custom fields that you have created.

Once you have selected the fields, you need to select the data that you want to export. This can be done by choosing the specific records that you want to export. Alternatively, you can choose to export all records.

Export selected columns into CSV file in Excel

Can you start a private equity company?

Written by InvestGlass on . Posted in Blog.

Starting a private equity company is no easy task. It takes a lot of hard work, dedication, and most importantly, planning. If you’re thinking about starting your own private equity firm, make sure to do your homework first. There are a few things you need to know before making the jump. In this post, we’ll discuss some of the most important steps to starting your own private equity company. So if you’re ready to take the plunge, keep reading.

What is a private equity and what are its key components to raise money

Private equity is a type of investment that is typically used to finance the expansion or acquisition of businesses. In most cases, private equity funds are managed by specialized firms that raise capital from a variety of investors, including pension funds, insurance companies, and high-net-worth individuals. The Fund managers then use this capital to invest in businesses that they believe have the potential for significant growth.

There are four key components to private equity: first, the initial investment; second, the holding period; third, the exit strategy; and fourth, the return on investment. The initial investment is typically made through the purchase of shares or other securities in a company. The holding period refers to the length of time that the investor intends to hold onto these securities. The exit strategy is the method by which the investor plans to sell their stake in the company, typically through an initial public offering (IPO) or a sale to another company. Finally, the return on investment (ROI) is the measure of how much profit the investor expects to make on their investment. Private equity funds typically aim for an ROI of 20-30%. As you can see, private equity is a complex but potentially lucrative way to invest in businesses. When done correctly, it can provide investors with significant returns while also supporting the growth of dynamic businesses.

Start a private equity company can be super lucrative

There are many reasons why starting a private equity company can be incredibly beneficial. For one, as the owner of a private equity firm, you’ll have a lot of control over how your business is run. You’ll be able to make decisions about which companies to invest in and how to structure deals, without having to answer to outside investors. Additionally, private equity firms tend to be much more nimble than larger public companies, which means you’ll be able to act quickly on opportunities that arise. And finally, private equity firms often enjoy much higher rates of return than other types of businesses, making it a very lucrative endeavour. If you’re looking for a great way to earn a significant return on your investment, starting a private equity company is definitely worth considering.

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What is the difference between private equity and venture capitalism?

Private equity and venture capitalism are both forms of investment. Private equity is typically invested in established companies that are looking to expand or restructure. Venture capitalism is generally invested in start-up companies with high growth potential. One key difference between private equity and venture capitalism is the stage of development of the companies they invest in. Private equity firms tend to invest in more established companies, while venture capitalists usually invest in early-stage companies. Another difference is the level of control that investors have. In private equity, investors often have a great deal of control over the company they have invested in. They may have a seat on the board or be involved in major decisions. Venture capitalists, on the other hand, typically have less control over the companies they invest in. While they may provide advice and guidance, they generally leave day-to-day operations to management. Private equity and venture capitalism are both important sources of funding for businesses. Each has its own advantages and disadvantages, and each is suitable for different types of companies.

How do private equity firms make money?

Private equity firms make money by buying and selling companies. They do this by first purchasing a controlling interest in a company,and then providing it with the capital it needs to grow. The firm then sells the company for a profit, either to another private equity firm or to the public through an initial public offering (IPO). In order to make a profit, private equity firms need to carefully choose the companies they invest in and provide them with the right amount of capital. They also need to have a good exit strategy, so they can sell the company at a higher price than they paid for it. By carefully selecting their investments and exits, private equity firms can generate significant profits for theirinvestors capitall gains are allocated between the participants in an investment. 

Typically, private equity managers receive an annual management fee of 2% of committed capital from investors. So, for every USD10 million the fundraises from investors, the manager will collect USD200,000 in management fees annually. However, fund managers with less experience may receive a smaller management fee to attract new capital. Carried interest is commonly set at 20% above an expected return level. Should the hurdle rate be 4-8% for the fund, you and your investors would split returns at a rate of 20 to 80. 

Who regulates private equity funds?

In the United States, there are two main types of private equity funds: registered investment companies (RICs) and business development companies (BDCs). RICs are regulated by the Securities and Exchange Commission (SEC), while BDCs are regulated by the Financial Industry Regulatory Authority (FINRA). Both types of funds are required to disclose certain information to investors, including the use of leverage and the compensation of fund managers. In addition, both types of funds are subject to periodic audits by independent auditors. However, there are some important differences between RICs and BDCs. For instance, RICs are not allowed to make certain types of investments, such as real estate or venture capital, while BDCs are allowed to invest in a wider range of assets. As a result, each type of fund is suitable for different types of investors.

Swiss law does not provide for a specific private equity legal framework but addresses a variety of structural frameworks in a number of different laws. The Federal Act on Collective Investment Schemes and accompanying ordinances, among which the most important is the Ordinance on Collective Investment Schemes (CISO), including rules applicable to closed-end fund structures and in general offer key provisions for the set-up sought after by private equity players.

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Why you need a CRM to manage your deals and your prospects?

A CRM is a powerful tool for managing your deals and keeping track of your prospects. By keeping all of your customer information in one place, you can easily see who your best customers are and what deals are the most promising. Additionally, a CRM can help you to automate your sales process, making it more efficient and freeing up your time to focus on other tasks. While there is no replacement for personal relationships with your customers, a CRM can be a valuable addition to your business, helping you to close more deals and grow your business.

What InvestGlass built to support private equity firm automation?

No need to attend Harvard Business school. Investglass is a Swiss-based serum that is made to collect your prospects, general partner of interest, portfolio management, family office details, and limited partners’ details, in secured Swiss CRM. The tool has been built for the private equity space as well as hedge funds, and venture capital firms. So if you are changing your offer Investglass will adapt.

If you raise the money you will use the InvestGlass Campaign tool to track institutional investors’ interests. Managing investments can be performed via the investor portal. In the investor portal you can share all information related to your deals :

  • company outright
  • cash flow
  • valuation guidelines
  • business plan
  • accredited investors’ documents
  • already committed capital
  • management team team
  • fund structure
  • track record
  • highlight management fees
  • portfolio managers’ monthly newsletter
  • business strategy

The platform is fully customized for different segments of investors :

  • investment bankers
  • institutional investors
  • general partners
  • retail investors – with specific habilitations
  • fund managers
  • fund investors

InvestGlass CRM and investors portal is key to your automation. Automation is used for :

-Eliminating tedious and time-consuming tasks

-Reducing the risk of human error

-Improving accuracy and consistency

-Speeding up processes

-Raising money faster

-Freeing up your time to focus on other tasks.

Private equity companies are becoming more and more popular as people realize the benefits of owning one. If you’re thinking of starting your own private equity company, there are a few things you need to know before getting started. InvestGlass CRM and client portal can help power your private equity firm and make it run smoothly. With our help, you can overcome the challenges of starting a private equity company and thrive in this competitive industry. Contact us today to learn more about how we can help your business grow!

start a private equity company

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How to create a neobank from scratch in 2023?

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To create bank from scratch you get ready with money, a good business plan, and strong tech partners. You’ll need to make some important decisions about your business model, products, target market and how you plan to acquire customers. You also have to get the right licenses in place. The regulatory environment is changing fast so make sure you have good legal counsel.

In this article, we will share with you some key ideas to start your neobank services from scratch.

A neobank is a digital-only bank that offers enhanced customer experiences and increased security through the use of cutting-edge technology. Neobanks are becoming increasingly popular as more consumers move away from traditional banking institutions and towards digital-first platforms. The development of neobank apps has made it easier than ever for consumers to access their accounts and conduct financial transactions on the go. In addition, neo banks often offer a wider range of services than traditional banks, including foreign exchange, investments, and even insurance products. For many consumers, the convenience and flexibility of neobanks make them a more attractive option than traditional banks.

person holding black samsung android smartphone

How do you create a neobank from scratch in 2022, and what challenges will you face along the way?

Today, there are a number of banking services available online. However, with the advent of neobanks, there is an opportunity to provide a more comprehensive suite of digital banking services. In order to create a neobank from scratch in 2022, it will be necessary to obtain a banking license and partner with various service providers. Obtaining a banking license can be a challenge in itself, as it requires meeting certain regulatory requirements. However, once obtained, it will allow the neobank to offer a full range of banking services. In terms of partnering with service providers, it is important to choose partners that are reliable and offer a good range of services. Furthermore, it is also important to consider the fees that service providers charge in order to ensure that the neobank is able to offer competitive prices. Ultimately, by taking these factors into consideration, it should be possible to create a successful neobank platform from scratch in 2022.

What features will your neobank have to differentiate it from the other banking services, and how will you make money off of it?

In order to differentiate our neobank from the competition, we will focus on providing customer-centric solutions that enhance the customer experience. We will also protect customer data and promote customer-centric solutions. Our enhanced customer experience neobanks will attract customers and customer acquisition will be a key driver of our growth. We believe that by providing a superior customer experience, we will be able to differentiate our neobank from the competition and drive significant growth.

To become a neobank platform you don’t be a fintech company. Financial solutions exist already, payment gateway are connected to software solutions with API. The service provider should receive a details RFP before you start. An RFP is a formal invitation to request suppliers to submit a proposal for a specific product or service. The RFP outlines the requirements that the product or service must meet and provides instructions on how to submit a proposal.

RFIs are used when an organization wants to gather information about a potential supplier, such as their experience, capabilities, and pricing. RFIs are typically used early in the vendor selection process, before a decision is made about whether to issue an RFP. Remember to ask them how they manage customer data and what they have ready for mobile phones. We call this a SDK a software development kit that has the ability to scale. Most have ready-made SDK for digital banks. conventional banks and traditional bank services.

black Android smartphone

RFQs are used when an organization wants to request quotes from potential suppliers for a specific product or service. RFQs are usually issued after an RFI has been issued and the organization has narrowed down the list of potential fintech companies. You should differentiate the must-have features from the nice to-have. You should ask them also for future app development.

Once you have selected a service provider, it is important to consider the fees that they charge. Many service providers charge a monthly fee, so it is important to consider whether this is something that your neobank can afford and get your online banking up and running fast!

How will you market your neobank to consumers and attract new customers?

In order to market my neobank to consumers and attract new customers, from traditional banks, I will need to obtain a license and offer traditional banking services. However, I will also need to differentiate my neobank from traditional banks by offering digital banking services that are not available at traditional banks. I will also need to provide an enhanced customer experience that is not available at traditional banks. In order to attract new customers, I will need to offer a neobank app that is superior to the traditional banking app offered by traditional banks.

What kind of financial transactions you will offer based on the banking license you are receiving?

The type of license you receive will determine the banking services you are able to offer. For example, a retail banking license will allow you to offer services such as current accounts, credit cards, and mortgages. In contrast, a wholesale banking license will allow you to offer services such as foreign exchange, investments, and loans. It is important to choose the right banking license in order to ensure that your neobank can offer a comprehensive suite of services.

Creating a neobank from scratch can be a daunting task. However, by starting small and focusing on the essentials, it is possible to create a successful neobank. An MVP (minimum viable product) is the best way to start, as it allows you to test your idea and get feedback from customers. The MVP should include the most essential features of your neo bank and should be easy to use. By focusing on the essentials, you can ensure that your neo bank is successful and meets the needs of your customers.

If you targeting a fast adoption you might be looking to have a mobile apps only approach. We build apps on FLUTTER. Flutter is a language that can run on both IOS and Android devices. This would save you time and money as you will not have to create two separate apps for each platform. The development team can easily play with existing templates. Challenger bank can add modules like mortgage, savings accounts, robo advisors, crypto services and offer different modules based when it’s needed. The user interface is important as it needs to be easy to use and sleek. The average user might not be used to using a mobile app for their banking needs and you will need to make sure that your target market can easily understand and use your app. Flutter is a perfect language that we connect to the InvestGlass core system. This prevents a FOMO (Fear Of Missing Out) because we can build new financial services in weeks instead of months. The back office tools are provided by InvestGlass and you decide the front end.

photo of woman holding white and black paper bags

What are the risks involved in starting a neobank, and how can you mitigate them?’

There are a number of risks associated with starting a neobank, but these can be mitigated with careful planning and risk management. One of the biggest risks is money laundering, as neo banks are often used to facilitate money laundering activities. To mitigate this risk, neo banks should have robust anti-money laundering compliance programs in place. Another risk is offboarding, which occurs when clients close their accounts or stop using the neobank’s services. This can be mitigated by offering attractive rates and terms to encourage customers to stay with the neobank. Finally, reputation risk is a major concern for neo banks, as a single scandal could damage the bank’s reputation irreparably. To mitigate this risk, neobanks should focus on building a strong brand and developing positive relationships with their customers. The development process should be carefully offered to clients – remember you don’t remove kids’ gifts.

We will see in the coming month many companies that might not have a sufficient financial surface to cope with market turmoils. This will result in increased pressure on the banking sector to provide more credit facilities and products that can help companies weather the storm. This is where neobanks can play a role, by providing financing products that are not available at traditional banks.

What are the potential benefits of launching a neobank in 2022, and how can you ensure that your business is successful long-term versus traditional banks?

Launching a neobank in 2022 comes with a number of potential benefits. First and foremost, neobanks have the opportunity to tap into the growing trend of digital banking. More and more consumers are gravitating towards online and mobile banking solutions, and neobanks are well positioned to take advantage of this trend. In addition, neobanks can also benefit from the increased interest in sustainable finance. As consumers become more aware of the environmental impact of their financial decisions, they will be looking for banks that offer sustainable solutions. Neobanks that can provide these sorts of solutions will be well-positioned to attract and retain customers long-term. Finally, neobanks can also benefit from the current low interest rate environment. With traditional banks struggling to offer competitive rates, neobanks have an opportunity to attract customers by offering better rates on deposits and loans. However, it is important to note that launching a successful neobank requires more than just taking advantage of current trends. To ensure long-term success, neobanks need to focus on building a strong foundation that includes investing in the latest technology, attracting top talent, and establishing trusted relationships with regulators and partners. InvestGlass is the perfect solution for your business needs as it offers you the ability to monitor your portfolios in real time, get actionable insights about your investments via notifications, and much more! With InvestGlass, you can rest assured that your business will be well-positioned for success in the years to come.

It’s all about simple automation, and sustainable growth – try InvestGlass way

Many traditional banks, and physical branches are still reluctant to use automation. InvestGlass offers an automation suite that will help you to take advantage of the opportunities that digitalization provides. With InvestGlass, you can monitor your portfolios in real-time, get actionable insights about your investments via notifications, and much more!

black and silver chess pieces on black tray

The automation tool aims also to better serve niches and hyper-target audiences. For instance, if you are a Sustainable bank, the automation will help to monitor and give advice on the client’s investment. If the client is veery active in his/her social media, the automation can help to send frequent updates about the market conditions or new products that might be of interest.

InvestGlass is a cutting-edge investment management platform that offers a wide range of features and benefits to help businesses succeed in the financial markets. With InvestGlass, you can monitor your portfolios in real time, get actionable insights about your investments via notifications, and much more! In addition, InvestGlass offers a suite of automations tools that will help you take advantage of the opportunities that digitalization provides. With InvestGlass, you can rest assured that your business will be well-positioned for success in the years to come.

Neobanks are becoming increasingly popular due to their innovative features and customer-centric approach. If you’re thinking of starting a neobank in 2022, it’s important to plan ahead and anticipate the challenges that you will face along the way. By building a strong team of experts and focusing on customer satisfaction, you can set your neobank up for success.

create a neobank from scratch

How do transactions get validated in blockchain?

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When you make a purchase using blockchain technology, how does the transaction get validated? This can be a confusing process for those who are new to blockchain, so we’re going to break it down for you. In this blog post, we will explain how transactions are validated in blockchain and what that means for users. We’ll also discuss the role of Ethereum in blockchain validation and why it is so important. So, if you’re curious about blockchain validation, keep reading!

The validation of the information is carried out through a mechanism called consensus. This mechanism defines whether a record or information can be registered in a block.

A blockchain network can “agree” on a transaction in many ways, dependingon the scope of the application process that is happening20, then only the most used “consensus” will be developed, however, in the cited references additional relevant information will be made available regarding the technical aspects in validating the data.


1. Test Work (PoW)


It is one of the most popular consensuses, and especially used in crypto asset. The nodes show their effort (proof-of-work) competing to solve a complicated cryptographic problem that requires many calculations and, therefore, a lot of computing energy.

2. Proof of participation (PoS)

The participation test is an alternative to the PoW for public Blockchain. In this case, the nodes validate the new blocks of the chain in a kind of lottery, where the tickets would be the token of turn. This type of mechanism is very agile but can have a disadvantage, for exemple, in those who have more crypto actives, more crypto actives win.

3 Proof of delegated participation (DPoS)

It is a version of PoS in which the owners of the crypto active choose witnesses (hence its delegated name), allowing a large decentralization that can potentially benefit small owners, but can facilitate possible anticompetitive practices that would promote cartelization, which would go against free and healthy competition.

4. Proof of Leased Share (LPoS)

Waves designed this refined protocol to solve centralization problems and vulnerabilities to certain attacks. Small owners “rent” or group their tokens to have more options to generate a new block and earn the reward.

5. Elapsed Time Test (PoET)

This algorithm, developed by Hyperledger Sawtooth, is suitable for public or private networks; it defines random waiting times to generate new blocks per stochastically chosen nodes. It is very impartial, but it depends on the processing level that the network nodes have.

6. Practical Byzantine Fault Tolerance (PBFT)

Its name refers to the story of the Byzantine generals. In this case, the generals know and trust each other, simply to produce concepts they generate votes in several rounds. This mode is Ideal for permitted systems (among others used by Hyperledger Fabric, and NEO). The attached figure presents the flow of the consensus process.

There are many other distributed algorithms, which can be found in the
following attached link:https://www.verypossible.com/insights/pros-and-cons-of-differentBlockchain-consensus-protocols

Source Ministry of Digital Transformation Columbia

Blockchain validation is an important process that helps ensure the security and accuracy of transactions. In blockchain, this validation is done through a system called Ethereum. Ethereum is a decentralized platform that runs smart contracts: applications that run exactly as programmed without any possibility of fraud or third party interference. Thanks to Ethereum, blockchain validation is reliable and secure, making it the perfect choice for online transactions. If you’re interested in learning more about blockchain validation, be sure to check out our other blog posts on the topic!

Validating Data Integrity with Blockchain

How neobanks can increase their profitability?

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If you’re looking to increase your profits, Neonanks has the products you need. Here are five of our most popular items that can help you achieve success. This is based on our current customers’ experience with the InvestGlass cloud solution. We work closely with our clients to improve bank profitability and financial performance in a world where interest rate risk is a perilous danger.

1. Buy now pay later

Buy now pay later (BNPL) is a type of financing that allows consumers to purchase items now and pay for them over time. It’s a form of credit, and it often comes with interest rates and fees. BNPL can be used for a variety of things, such as clothing, furniture and appliances.

Apple has started to offer a Buy now pay later service in order to increase profitability. This will allow customers to purchase items with no money down and then pay for them over time. This new solution is a major threat for fintech players that bet big time on this product.

person holding black Android smartphone close-up photography
Buy now pay later…

2. Digital, hybrid investment automating financial institutions offer

Neobanks should be able to offer a range of digital and hybrid solutions such as robo-advisory. Robo advisory service is an automated financial planning service that provides recommendations for investments, saving, and spending. It’s often used by people who want to invest but don’t have the time or knowledge to do it themselves. InvestGlass offers a no-code robo adivsory for builder. No code is needed and you can connect this tool to your investment portfolio and start managing discretionary portfolio mandate.

3. Cryptocurrencies to compete with the traditional financial services sector

Neobanks should give access to cryptocurrencies including wallets. A cryptocurrency wallet is a digital wallet where you can store your cryptocurrencies. Cryptocurrencies are digital or virtual tokens that use cryptography to secure their transactions and control the creation of new units.

4. Digital mortgage to boost profitability for neobanks

Neobank must offer real estate financing solutions such as digital mortgages. A digital mortgage is an online platform that allows you to apply for a mortgage and track the progress of your application online. This type of mortgage is becoming increasingly popular as more people are comfortable doing their banking and financial transactions online.

Digital mortgages can be tricky are interest rates are moving. In the low-interest rate environment, the situation was quite tense, now that interest rates are increasing the market is now more attractive for neobank looking to manage first-time mortgages and rollover. Most banks have the capacity to do fixed-rate loans and they just haven’t run the numbers. A neobank should be careful of credit risk if we are entering into a great recession.  Net interest income came under further pressure as margins continued to decline. With DSP2 PSD2 and other open banking it’s now easier to analyse company balance sheets and external factors to reduce risk even in a non-economic growth era.

Digital onboarding InvestGlass
Digital onboarding InvestGlass

5. Artificial intelligence built with pre-built banking industry compliance rules

Artificial intelligence AI is a must-have for neobanks to know their customers better, detect financial crimes and also improve customer service. AI is a broad term that covers a range of technologies, including machine learning, natural language processing and computer vision. The AI helps to manage risk appropriately. You should be careful not to be to opened in the “Get out There” phase otherwise you will have to offboard cusotmers in the “get rich” phase…

Artificial intelligence is also used for financial advisory, this is usually the most profitable part of banking but without AI it is impossible to offer this type of service. Risk management is not something neobank can afford. Your artificial intelligence can replace several relationship managers’ tasks thanks to automation and efficient partnership with fintech solution providers covering sub-asset class : mortgaged-back securities, real estate, private equity, and structured products.

Artificial intelligence can also be used for managed portfolios or DPM. InvestGlass PMS is connected to the banking system to receive daily positions and transactions. The machine will automatically rebalance the portfolio, and suggest changes to investors or to relationship managers when you are offering hybrid banking. Banking profitability is made possible when all those repetitive tasks are automated.

Get out there, get reach, get rich

As with several neo banks it is important to deliver the right features are the right time. We are helping your teams to make sure that the minimum viable product will be delivered in due time. InvestGlass team orchestrates fintech parties to improve operational efficiency.

As the world moves towards a more digital era, it’s important for neobanks to offer a range of digital solutions in order to stay competitive. This includes services such as buy now pay later, robo-advisory and access to cryptocurrencies. They should also offer digital mortgages as this type of mortgage is becoming increasingly popular. However, it’s important to note that interest rates are moving so borrowers need to be careful when taking out a digital mortgage. All this is possible with InvestGlass Cloud.

InvestGlass is a cloud-based artificial intelligence software company that offers a range of services such as robo-advisory, buy now pay later, and access to cryptocurrencies trading. They also offer digital mortgages, which is becoming increasingly popular. InvestGlass is the only Swiss based solution running on the cloud with no impact on the Cloud Act.

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