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.
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.