What's new January 2018

 

 
 
UPCOMING WEBINAR

Speed up sales by 30% with Account Aggregation & ChatBot
 
During this 30 minutes webinar - discover InvestGlass from basic to advanced functions. Setup your company and clean your data for your first import / migration / aggregation. You will learn how to use InvestGlass for asset management, advisory and banking roles.  

If you can't make it to the live session, sign up anyway and we will send you the recording. ?
 
Free Webinar - January 26th -> 11 AM in English and 11.30 AM en Français.

with GotoWebinar
PC-based attendees - Required: Windows® 8, 7, Vista or XP
Macintosh®-based attendees - Required: Mac OS® X 10.6 or newer
11 AM - ENGLISH
11:30 - FRANCAIS
 
NEW PARTNER

Creative Global Investments - Research Services
 
Creative Global Investments LLC (CGI) was founded in 2002 by Carlo R. Besenius and team of specialized investment professionals with significant institutional experience in the global financial services industry.

Add to your InvestGlass account top notch economics, equity, global macro, fund research services and more... 
Contact Creative Global Investments
 
NEW PARTNER

Neuroprofiler
 
Neuroprofiler is a behavioral finance game that allows financial advisors to evaluate their client investor‘s profile in line with new European requirements; specifically the directive MiFIDII...

Add to your InvestGlass account the most user friendly on-boarding risk assessment tool. 
Contact Neuroprofiler
 
NEXT EVENT

PARIS FINTECH FORUM
 
We look forward to seeing you at Paris Fintech Forum - January 30-31 in the famous Palais Brongniart - Paris Bourse. Come to find us on InvestGlass booth but also at an artificial intelligence round table moderated by IBM Paolo Sironi! ?

More than 2500 people will attend this Forum! We look forward to seeing you too!

We will stay in Paris the whole week if you wish to meet with us for a face to face meeting.
 
Book a Meeting