One of the main challenges for many banks and family office firms is reconciling data across multiple systems safely and consistently.
InvestGlass provides a portfolio management dashboard that is natively connected with order management, compliance and risk, removing the need for cross-system reconciliation. In real-time, portfolio managers and financial advisors can monitor the impact of suitability and appropriateness scenarios, orders and the latest market data on positions, risk and analytics either in absolute terms or relative to benchmarks. The platform supports a wide range of benchmarks, including asset allocation, index, risk indicators, strategies, as well as model portfolios. InvestGlass Premium version includes a portfolio analysis report which can report your preferred asset allocation percent, expense ratio, historical data, regulatory requirements, multiple financial ratio, portfolio consolidated market value, stock sector and sophisticated risk analysis.