Gestión de carteras diseñada para ESG
InvestGlass ofrece a las entidades financieras una solución de gestión de carteras totalmente digital y basada en la ESG.
Un camino mejor
para automatizar
Despliegue
Accelerate your go-live with ready-to-use templates and integrations.
InvestGlass simplifies ESG data collection, reporting, and performance analysis — all in one place.
Potente herramienta de gestión de carteras
InvestGlass delivers a complete portfolio management suite designed to help wealth managers, private banks, and advisors make smarter, data-driven decisions. Monitor performance, assess risk, and visualize ESG metrics in real time. The intuitive dashboards, customizable reports, and automated rebalancing tools empower teams to deliver consistent, compliant, and personalized investment strategies — all from one secure platform.
Conectar el PMS al CRM y las preferencias de los inversores
Bridge your client data and investment strategy effortlessly. With InvestGlass, your portfolio management system integrates seamlessly with your CRM to sync investor goals, risk profiles, and ESG preferences. This connection ensures every investment decision aligns with client values and compliance rules — reducing manual input and creating a smoother, more personalized client experience.
Seguimiento y notificación de infracciones
Stay compliant and proactive with automated breach detection and reporting. InvestGlass continuously monitors your portfolios for rule violations, ESG score drops, or investment mandate breaches. Receive real-time alerts, generate audit-ready reports, and maintain full transparency with regulators and clients — all within a single, secure environment.
Alojamiento suizo o en sus instalaciones
Enjoy full control and peace of mind with InvestGlass’s flexible hosting options. Choose Swiss-based cloud hosting for security and compliance under Swiss data protection laws, or deploy on-premise to retain total data sovereignty. Either way, your infrastructure benefits from Swiss precision, privacy, and reliability — ensuring your clients’ data remains protected at every step.