Financial Portfolio

Position Tracking for financial professionals

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Cloud – No Installation
Automation
Life cycle management
Account architecture
Swiss Security
Fintech Integrations
Risk flags

Modular PMS
Is Key to Succeed

If you’re a financial professional, then you know that a good PMS is essential to success. And one of the best ways to stay ahead of the curve is by using InvestGlass tools. Our portfolio manager tool allows you to keep track of your holdings and make informed decisions quickly and easily.

Portfolio Management System

InvestGlass offers a unique combination of CRM and PMS. Our software is dedicated to small and medium-sized advisory firms. It is the only tool on the market that offers both a customer relationship management (CRM) system and a portfolio management system (PMS) in one single application. View reconciled cash balance and projections in real-time.

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Risk mangers

InvestGlass provides a comprehensive view of your positions and risks but also helps you to zero in on exposures across every single portfolio with its industry-leading risk models. The app has global reach, providing access for investing large or complex portfolios from anywhere in the world – even if that’s not where they’re located!

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Financial Advisory

InvestGlass is the only platform in its category to offer such high-quality services, connecting advisors with individual investors through cutting-edge technology.
InvestGlass innovative tools and sophisticated data analysis empower both sides of this relationship – helping professionals grow their clientele while also giving consumers more choices when it comes time for retirement planning or creating a new income stream

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Model Portfolio

The best way to make smart investment decisions is with InvestGlass PMS. Seamlessly model orders across one or many portfolios, including rebalancing as needed so you can keep up with markets and stay ahead of the competition.

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Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.

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