Software für das Management operationeller Risiken
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InvestGlass
Operatives Risikomanagement
[/et_pb_text][et_pb_text _builder_version="4.17.4″ text_font="||||||||" text_font_size="20px" ul_font="||||||||" header_font="Roboto|700|||||||" header_text_align="center" header_font_size="80px" header_line_height="1.2em" header_3_font="Roboto|700||auf|||||" header_3_text_align="center" header_3_text_color="#ffffff" header_3_font_size="24px" header_3_letter_spacing="10px" header_3_line_height="2em" text_orientation="center" background_layout="dark" max_width="800px" module_alignment="center" hover_enabled="0″ text_font_size_last_edited="off|desktop" header_font_size_tablet="40px" header_font_size_phone="32px" header_font_size_last_edited="on|phone" header_3_font_size_tablet="16px" header_3_font_size_phone="14px" header_3_font_size_last_edited="on|phone" header_3_letter_spacing_tablet="5px" header_3_letter_spacing_phone="" header_3_letter_spacing_last_edited="on|tablet" global_colors_info="{}" theme_builder_area="post_content" sticky_enabled="0″]Operatives Risikomanagement ist ein wesentlicher Bestandteil des Geschäftsmodells eines jeden Finanzinstituts. InvestGlass bietet eine Reihe von Tools, die Banken und Makler bei der Verwaltung ihrer operationellen Risiken unterstützen.
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Get Started” _builder_version=”4.16″ background_enable_color=”off” custom_padding=”0px||||false|false” saved_tabs=”all” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row use_custom_gutter=”on” _builder_version=”4.16″ max_width=”1700px” custom_margin=”|||” custom_padding=”0px|||” use_custom_width=”on” custom_width_px=”1700px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_image src=”https://www.investglass.com/wp-content/uploads/2022/06/investglass-portfolio-computer.png” alt=”InvestGlass Portfolio” title_text=”investglass-portfolio-computer” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.17.4″ max_width=”1100px” module_alignment=”center” custom_margin=”-8vw|||” custom_margin_tablet=”0vw|||” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” animation_style=”roll” animation_direction=”left” animation_intensity_roll=”1%” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_image][et_pb_text _builder_version=”4.17.4″ text_font=”||||||||” text_font_size=”16px” ul_font=”||||||||” header_font=”||||||||” header_2_font=”Roboto|700|||||||” header_2_font_size=”45px” header_2_line_height=”1.2em” header_3_font=”||||||||” max_width=”800px” max_width_last_edited=”off|desktop” module_alignment=”center” custom_margin=”|||” custom_padding=”|||” header_2_font_size_tablet=”35px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}” theme_builder_area=”post_content”]Portfolio-Management-System
InvestGlass bietet eine einzigartige Kombination aus CRM und PMS. Unsere Software richtet sich an kleine und mittlere Beratungsunternehmen. Sie ist das einzige Tool auf dem Markt, das sowohl ein Customer Relationship Management (CRM) als auch ein Portfolio Management System (PMS) in einer einzigen Anwendung bietet. InvestGlass hilft Beratungsunternehmen dabei, ihre Kundenbeziehungen zu verbessern und ihre Einnahmen zu steigern. [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_image src=”https://www.investglass.com/wp-content/uploads/2022/06/investglass-suitability.jpeg” title_text=”investglass-suitability” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” ul_font=”||||||||” header_font=”||||||||” header_2_font=”Roboto|700|||||||” header_2_font_size=”45px” header_2_line_height=”1.2em” header_3_font=”||||||||” max_width=”800px” max_width_last_edited=”off|desktop” module_alignment=”center” custom_margin=”|||” custom_padding=”||0px|||” header_2_font_size_tablet=”35px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}” theme_builder_area=”post_content”]Eignung, Angemessenheit
InvestGlass ist für die Berichterstattung auf Bankenebene konzipiert. Die Lösung hilft Ihnen, jede Position und Transaktion auf ihre Eignung und Angemessenheit hin zu überprüfen.
InvestGlass bietet das folgende Tracking an:
- Tauglichkeit
- Angemessenheit
- Risikoindikator
- Universum-Liste
- Lieblingswertpapiere und Geschmack des Monats
- Konzentrationsgrenze
- Konzentration der Mittel
- Höchstgrenzen für die Inanspruchnahme
- Max VAR und CVAR
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Vorschriften
Regulierungen, Beschränkungen, grenzüberschreitende Fragen und so weiter sind die Hauptprobleme bei den heutigen Finanzanlagen. InvestGlass und unsere Partner stellen eine Plattform zur Verfügung, die automatisch anzeigt, wenn sich Vorschriften bezüglich der Vermögenswerte oder Wertpapiere eines Kunden ändern. Eine Warnung erfolgt auch, wenn Portfolio-Vorschläge nicht mit grenzüberschreitenden Vorschriften oder anderen Gesetzen konform sind.
Automatisierte Beratung
In der Vergangenheit mussten Sie sich auf menschliche Berater verlassen, um die richtigen Anlagen für Ihr Portfolio zu finden. Mit dem auf künstlicher Intelligenz basierenden Beratungsdienst von InvestGlass können Sie jedoch Empfehlungen erhalten, die speziell auf Ihre Bedürfnisse zugeschnitten sind. Das bedeutet, dass Sie Empfehlungen erhalten können, die auf Ihren Anlagezielen basieren.
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Der InvestGlass Genehmigungsprozess reduziert den E-Mail-Austausch. Fügen Sie Kommentare, Dokumente und Bilder zu bestimmten Bedingungen hinzu. Richten Sie einen Eskalationsprozess für Risiken ein, die nicht rechtzeitig entschärft werden. Der Genehmigungsprozess bietet eine leistungsstarke Möglichkeit, die Interaktion zwischen Ihren Kollegen zu verfolgen.
Verfolgung von Transaktionsanomalien
Die Tools von InvestGlass Contact Report sind so aufgebaut, dass sie direkt mit Ihren Positionen und Transaktionen verbunden sind. Dieses Tool ermöglicht es Bankern und Verkäufern, Anomalien einfach zu melden.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="4_4″ _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_divider show_divider="off" _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][/et_pb_divider][/et_pb_column][/et_pb_row][et_pb_row column_structure="1_2,1_2″ _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="1_2″ _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_text _builder_version="4.16″ text_font="||||||||" text_font_size="16px" ul_font="||||||||" header_font="||||||||" header_2_font="Roboto|700|||||||" header_2_font_size="45px" header_2_line_height="1.2em" header_3_font="||||||||" max_width="800px" max_width_last_edited="off|desktop" module_alignment="center" custom_margin="|||" custom_padding="||0px|||" header_2_font_size_tablet="35px" header_2_font_size_phone="28px" header_2_font_size_last_edited="on|desktop" global_colors_info="{}" theme_builder_area="post_content"]Risiko und Leistung
Die Plattform von InvestGlass bewertet automatisch das Risiko eines Modellportfolios und aktualisiert es ständig. Der Eignungstutor gibt zusätzliche Ratschläge, um dieses Risiko zu korrigieren und zu minimieren. Ihre Leistung ist auch über die Plattform, die Erstellung von Grafiken und die Berichtsanalyse zugänglich und bewertbar. Darüber hinaus können Sie einen Partner hinzufügen, um Ihre Leistung hinsichtlich Risiko und Rendite mit der anderer Anleger zu vergleichen. Der Code ist in R und Python frei modifizierbar.
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