पर्यावरण, पर्यावरण और सामाजिक कल्याण (ESG) के लिए निर्मित पोर्टफोलियो प्रबंधन
इन्वेस्टग्लास वित्तीय संस्थानों को पूरी तरह से डिजिटल, ईएसजी-संचालित पोर्टफोलियो प्रबंधन समाधान प्रदान करता है।.
एक बेहतर तरीका
स्वचालित करने के लिए
तैनाती
Accelerate your go-live with ready-to-use templates and integrations.
InvestGlass simplifies ESG data collection, reporting, and performance analysis — all in one place.
शक्तिशाली पोर्टफोलियो प्रबंधन उपकरण
InvestGlass delivers a complete portfolio management suite designed to help wealth managers, private banks, and advisors make smarter, data-driven decisions. Monitor performance, assess risk, and visualize ESG metrics in real time. The intuitive dashboards, customizable reports, and automated rebalancing tools empower teams to deliver consistent, compliant, and personalized investment strategies — all from one secure platform.
पीएमएस को सीआरएम और निवेशकों की प्राथमिकताओं से कनेक्ट करें
Bridge your client data and investment strategy effortlessly. With InvestGlass, your portfolio management system integrates seamlessly with your CRM to sync investor goals, risk profiles, and ESG preferences. This connection ensures every investment decision aligns with client values and compliance rules — reducing manual input and creating a smoother, more personalized client experience.
उल्लंघनों पर नज़र रखें और उनकी रिपोर्ट करें
Stay compliant and proactive with automated breach detection and reporting. InvestGlass continuously monitors your portfolios for rule violations, ESG score drops, or investment mandate breaches. Receive real-time alerts, generate audit-ready reports, and maintain full transparency with regulators and clients — all within a single, secure environment.
स्विस होस्टिंग या आपके परिसर में
Enjoy full control and peace of mind with InvestGlass’s flexible hosting options. Choose Swiss-based cloud hosting for security and compliance under Swiss data protection laws, or deploy on-premise to retain total data sovereignty. Either way, your infrastructure benefits from Swiss precision, privacy, and reliability — ensuring your clients’ data remains protected at every step.