Änderungsprotokoll

Asset class badges on market tiles

Market tiles now display the asset class for each security, making it faster to scan universes and portfolios at a glance. The badge appears directly on each tile in market views and widget templates.

Bulk edit on AG Grid for contacts

You can now bulk-edit contact records directly from any AG Grid contact list. Select multiple rows, open the bulk edit modal, and update standard fields or custom fields in one action.

• Background processing with real-time status polling prevents page freezes on large selections.
• Role-based field visibility shows only editable fields.
• Regex validation rejects invalid custom field values before the job runs.
• A confirmation dialog ensures at least one action is selected before submission.

Deployment gates for Capture OCR and identity verification

Capture OCR and Identity Verification are now controlled by deployment gates, so administrators can enable or disable these features per environment without a full deployment. When disabled, the interface hides capture options and shows a clear message to users.

Custom fields migration package

Export and import complete custom field configurations, including automation rules, as a migration package. This is ideal for moving field definitions between tenants or staging environments.

Packages can be emailed as JSON attachments and imported through rake tasks, with deduplication to prevent duplicate field labels.

Capture OCR: redesigned review and identity verification

A major refresh of the DM Form Capture OCR pipeline and identity verification interface:

• Tabbed capture modal: switch between document types without closing the dialog.
• OCR review modal: editable state management, business-card style layout, and image transformation tools.
• Identity verification timeline: run ID filtering, enhanced image handling, and a full audit trail per verification run.
• Native text document support: OCR now handles form documents and validates restricted formats on upload.
• ID card capture defaults to Front/Back slot selection when both sides are configured.

Many-and-one calculation fields

New formula field types let you aggregate values across related records, including sum, count, average, minimum, and maximum, directly in custom field definitions. This works on contact child forms and company-level fields.

Ethera integration

InvestGlass now connects to Ethera for digital asset custody and portfolio data. Configure the API connector in Settings > API Connectors to sync holdings and transactions.

MWR performance and portfolio bulk rebalance

Two major portfolio capabilities shipped together:

• Money-Weighted Return (MWR): portfolio performance now includes MWR calculations alongside existing metrics.
• Bulk rebalance: rebalance multiple model portfolios in a single operation from the portfolio grid.

Liberty and Swixx order routing

New API connectors for Liberty and Swixx enable order submission and status tracking directly from InvestGlass. Configure credentials in the API Connectors drawer and map fields to your order workflow.

Email, task, and calendar sync

Connect your Google or Microsoft account to sync email, tasks, and calendar events into InvestGlass. Reply to emails from the inbox, create tasks from messages, and see your schedule without leaving the CRM.

Redesigned approval process workflow

The approval process module received a full developer refresh, including new grid views, save-view support, a re-edit flow for change-requested documents, and improved log filtering. Approvers can now track every step with sortable, filterable approval logs.

Bulk edit for audience contacts

Campaign audience lists now support bulk editing of contact fields. Update tags, custom fields, or compliance status across an entire audience segment in one action.

Contextualized widgets

Iframe widgets on Account, Contact, and Portfolio single-record views can now load external content filtered by the current record’s data. Use {{placeholder}} tokens in the iframe URL to inject account names, back-office IDs, portfolio numbers, or custom field values at runtime.

Zum Beispiel, https://dashboard.example.com/report?bp={{account.name}} automatically loads the report for the account being viewed.

2FA authenticator app for DM forms

DM forms can now require TOTP-based two-factor authentication through an authenticator app before a client can submit sensitive documents. Configure this per form in the form builder.

Visibility tags and shareholder registry

Two compliance-focused capabilities:

• Visibility tags: row-level access control. Tag records to restrict visibility to employees with the same tag. Untagged records remain visible to all.
• Shareholder registry: track beneficial owners and shareholders on corporate contacts with dedicated fields and grid views.

New pipeline module

A redesigned pipeline experience with Kanban-style stage views, currency support, inline opportunity editing, and improved filtering. Drag opportunities between stages and see totals update in real time.

DM form calculation fields

Forms now support calculated fields that evaluate formulas based on other question answers. They are ideal for suitability questionnaires, risk scoring, and fee calculations that update as the client completes the form.

API Connector adapter architecture

API connectors migrated to a YAML-registry adapter pattern with a unified BaseAdapter und ConnectorService. Adding a new vendor now requires only a configuration entry and adapter class, with no schema changes.

2FA required for shared file and folder access

Client portal users must complete two-factor authentication before accessing shared files or folders through the Conduit portal link. This protects sensitive documents even when share links are forwarded.

COFEX custodian sync and Swissquote performance

COFEX custodian data synchronization is now live, importing holdings and transactions on a schedule. Swissquote performance data integration delivers time-weighted returns directly into portfolio views.

SPF and DKIM email authentication

Outbound emails from InvestGlass now support SPF and DKIM signing, improving deliverability and reducing the chance of messages landing in spam folders.

Italian language support

InvestGlass is now available in Italian. Switch your language preference in Settings > Profile to see the full interface, notifications, and email templates in Italian.

Form singleton and auto-save

DM forms can now be configured as singletons, with only one submission per contact, and automatic draft saving. Clients do not lose progress on long KYC or onboarding forms.

Muinmos suitability and Cake Capital widget

Two new integrations:

• Muinmos: run suitability assessments and retrieve compliance results through the API Connectors module.
• Cake Capital: embed the Cake widget on client portal pages for digital asset portfolio views.

Tax quote and invoice module

Generate tax quotes and invoices directly from InvestGlass. Configure tax rates, line items, and email delivery, with a public invoice page clients can access through a secure link.

Secret question for account recovery

Companies can now require a secret question during onboarding. Users must answer correctly before resetting their password, adding an extra layer of account protection.

North Data API connector

Enrich corporate contact records automatically with company registry data from North Data, including legal form, directors, financials, and ownership structure.

Contracts module

A dedicated Contracts module for managing mandate agreements, fee schedules, and service contracts. Link contracts to accounts and contacts, track renewal dates, and add relation tabs on contract detail pages.

Relations module

Model complex entity structures with the new Relations module. Define parent-child, UBO, and custom relationship types between contacts and accounts, with visibility tag support and grid filtering.

New UI design system

InvestGlass rolled out a comprehensive interface refresh with updated navigation, modernized AG Grid tables, redesigned single-record views, inline editing with toast confirmations, and a cleaner widget framework. The new design improves readability and reduces clicks for everyday CRM tasks.

Custom field regex validation and reject invitation

Custom fields now support regex patterns for input validation. Team members can also decline pending invitations instead of leaving them in limbo.

Globalized API Connectors module

The API Connectors drawer is now available globally across InvestGlass. Configure vendor credentials once and use them from any module that supports integrations.

Standard Chartered API connector

Connect to Standard Chartered for live FX quotes and trade execution. Configure the connector in Settings and request quotes directly from the trading module.

AI agent with knowledge base

The Ask AI module now supports custom knowledge sources. Upload product sheets, compliance policies, or fee schedules so the AI assistant answers questions grounded in your company data.

Download all files, calendar AG Grid, and e-signature editing

Three quality-of-life features shipped together:

• Download all: download every file in a folder as a ZIP archive.
• Calendar AG Grid: calendar events now appear in a filterable, sortable AG Grid view.
• E-signature editing: modify signature field placement and settings after a document has been sent for signing.

ADFS / SAML single sign-on

Enterprise customers can now authenticate through ADFS or any SAML 2.0 identity provider. Configure SSO in Company Settings and map attributes to InvestGlass user profiles.

Webhooks and PDF background generation

Register webhook URLs to receive real-time event notifications from InvestGlass. PDF form generation now runs in the background, so there is no waiting on large multi-page documents.

API Connectors data migration

Legacy column-based API vendor configurations migrated to the new API Connectors model. Existing integrations continue working with improved credential management and audit logging.

Goal targets, efficient frontier, and security backtesting

Portfolio analytics received a major expansion:

• Goal targets: set financial goals on portfolios and track progress over time.
• Efficient frontier: visualize the risk-return trade-off with interactive charts.
• Security backtesting: run historical simulations on individual securities.
• Monte Carlo simulation: project portfolio outcomes under thousands of market scenarios.

PDF templates and campaign views

Design reusable PDF templates with merge fields for client reports, statements, and compliance letters. The Campaign module now includes dedicated list views with participant filtering.

AI templates for email and documents

Generate email drafts and document content using AI templates. Define prompts with merge variables and let the AI produce client-ready text for review and editing before sending.

Risk metrics on monitoring templates

Risk monitoring templates now include VaR, CVaR, beta, and tracking error metrics. Configure thresholds and receive breach alerts when portfolios exceed limits.

Configurable password complexity

Administrators can now set minimum password length and require uppercase letters, numbers, and special characters per company. These rules are enforced at next login or password reset for all users.