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InvestGlass

Gestion du risque opérationnel

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La gestion du risque opérationnel est un élément essentiel du modèle d'entreprise de toute institution financière. InvestGlass propose une série d'outils pour aider les banques et les courtiers à gérer leur exposition au risque opérationnel.

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Système de gestion de portefeuille

InvestGlass offre une combinaison unique de CRM et de PMS. Notre logiciel est destiné aux petites et moyennes entreprises de conseil. C'est le seul outil sur le marché qui offre à la fois un système de gestion de la relation client (CRM) et un système de gestion de portefeuille (PMS) en une seule application. InvestGlass aide les sociétés de conseil à améliorer leurs relations avec leurs clients et à augmenter leurs revenus. [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_image src=”https://www.investglass.com/wp-content/uploads/2022/06/investglass-suitability.jpeg” title_text=”investglass-suitability” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” ul_font=”||||||||” header_font=”||||||||” header_2_font=”Roboto|700|||||||” header_2_font_size=”45px” header_2_line_height=”1.2em” header_3_font=”||||||||” max_width=”800px” max_width_last_edited=”off|desktop” module_alignment=”center” custom_margin=”|||” custom_padding=”||0px|||” header_2_font_size_tablet=”35px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}” theme_builder_area=”post_content”]

Adéquation, Caractère approprié

InvestGlass est conçu pour les rapports au niveau bancaire. La solution vous aidera à filtrer chaque position et chaque transaction en fonction de leur pertinence et de leur adéquation.

InvestGlass offre le suivi suivant : 

- Adéquation 

- Caractère approprié

- Indicateur de risque 

- Liste des univers

- Titres préférés et saveur du mois

- Limite de concentration 

- Concentration des fonds

- Limites maximales de prélèvement 

- Maxi VAR et CVAR

 

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Réglementation

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Conseil automatisé

Dans le passé, vous deviez compter sur des conseillers humains pour trouver les bons investissements pour votre portefeuille. Cependant, avec le service de conseil alimenté par l'intelligence artificielle d'InvestGlass, vous pouvez obtenir des recommandations adaptées spécifiquement à vos besoins. Cela signifie que vous pouvez recevoir des recommandations basées sur vos objectifs d'investissement.

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Processus d'approbation

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Suivi des anomalies de transactions

Les outils InvestGlass Contact Report sont conçus pour se connecter directement à vos positions et à vos transactions. Cet outil permet aux banquiers et aux vendeurs de signaler facilement les anomalies. 

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Risque et performance

La plateforme d'InvestGlass évalue automatiquement et met constamment à jour l'exposition au risque d'un portefeuille modèle. Le tuteur d'adéquation fournit des conseils supplémentaires afin de corriger et minimiser ledit risque. Votre performance est également accessible et évaluable via la plateforme, la formation de graphiques, et l'analyse de rapports. En outre, vous pouvez ajouter un partenaire pour comparer vos performances à celles de vos pairs, en ce qui concerne l'exposition au risque et les rendements. Le morceau de code est librement modifiable en R et Python.

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Commencez un essai gratuit de la première solution suisse de services en nuage.

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