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Portfolio Management System

The Swiss made solution for automated brokers, private banks and neobank.

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Pre- and post-trade compliance
Automation for compliance
Portfolio rebalancing
Integrated CRM
Healthcheck
Client Portal

Simplify Your Workflow
From Start to End

Reduce the compliance risk of inconsistent data, manual intervention and time spent producing reporting outputs. Automate all your investment reports in one system.

The Swiss
Portfolio Management system

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.

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Pre- and post-trade compliance integrated
into the Swiss portfolio management software

InvestGlass streamlines the compliance process and communication between the compliance officer, investment managers and the financial advisor. The tools are designed to respect LSFIN and MIFID regulations. Suited for institutional investors, private banking and retail banking investors, the tools will help with real-time data to track suitability and appropriateness. Pre- and post-trade compliance checks are intuitive and won’t limit the creativity of investment portfolios. Checks are then stored into the client relationship management CRM contact report for later compliance check. You can link also investment research to a contact report to support your financial recommendation. InvestGlass PMS is compatible with other trading solutions or order management tools. InvestGlass is built as a open architecture Swiss cloud.

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CRM Pipelines
and financial products

In order to properly push products and plan growth, it is essential to have a clear understanding of the life cycle of your product or financial services. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline software tools make it easy to stay organized and track progress, empowering wealth managers to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently push the right product to the right investor.

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Performance attribution
and portfolio rebalancing

InvestGlass provides greater transparency on the impact of investment decisions across multi-asset classes and investment strategies, including cryptocurrencies. It provides greater accuracy thanks to transaction-based performance measurement and expense analysis in different attribution models, investment performance, percentage change, including equity, fixed income, exchange traded funds, multi-level and crypto. The tool is built for financial planning and will help you rebalance investment portfolio in minutes. It gives confidence in performance and attribution measurement with a single source of truth for the front office and middle office.

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Automation
and investment tracking

InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your portfolio management software and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a PMS. Automation can be set up for things like the investment management process, stock screening, investment decisions, fundamental analysis ratios triggers, morningstar fund rating alerts, suitability alerts and more… InvestGlass’ templates feature combined with its automating processes make it one of the most powerful PMS on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business.

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Build your client portals
from your PMS data

Share investment statements PDF and real-time investment portfolio with prospects and customers. Share important documents with your investors. Have your client share their documents with you. Documents are hosted on Swiss servers. InvestGlass tools are hosted on a Swiss Server offering the best digital sovereignty. Creative teams will find the same google drive simplicity. Configure your portal to include the content that is important to you and your customers. Add a secure messaging system, configure quote requests and access to account information. The portal is built for investment accounts, personal finance, beginning investors, or advanced investors. This means that you have control if you wish to show in-depth analysis, investment decision-making ledger, management fees history, and more.

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