{"id":29378,"date":"2021-05-18T09:48:04","date_gmt":"2021-05-18T07:48:04","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29378"},"modified":"2026-02-04T12:29:52","modified_gmt":"2026-02-04T11:29:52","slug":"%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%9f%e0%a4%ab%e0%a5%8b%e0%a4%b2%e0%a4%bf%e0%a4%af%e0%a5%8b-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%bf%e0%a4%a4-%e0%a4%95%e0%a4%b0%e0%a5%87","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/hi\/manage-portfolios\/","title":{"rendered":"\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0947\u0902"},"content":{"rendered":"<h1><span class=\"ez-toc-section\" id=\"1_Portfolio_Management_System_with_a_Swiss_AI\"><\/span>\n<p style=\"text-align: left;\">#1 Portfolio Management System with a <em>Swiss AI<\/em>\u00a0<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<div>\n<p>The Swiss-made solution is for automated brokers, banks, and neobanks.<\/p>\n<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Try for free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/book-a-meeting\/\">Book a call<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/fc1gbkmv-dw.jpg\" alt=\"CHATGPT4\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/a_sod5xvdy.jpg\" alt=\"Brokers\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/pexels-photo-774909-scaled.jpeg\" alt=\"Smile at work\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/05\/cryptobroker.jpg\" alt=\"person using black tablet computer\"><\/p>\n<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Meet_the_future_of_Financial_Services_On-Premise_or_Swiss_Sovereign_Cloud\"><\/span>Meet the future of Financial Services<br \/>On-Premise or Swiss Sovereign Cloud<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-unparalleled-flexibility.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Connect_your_core_banking\"><\/span>Connect your core banking<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-monitor-metrics.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Measure_Suitability_and_20_metrics\"><\/span>Measure Suitability and 20+ metrics<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-performance-insights.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Build_appealing_portfolio_reports\"><\/span>Build appealing portfolio reports<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-automated-testing.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Risk_monitoring_ready\"><\/span>Risk monitoring ready<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-project-management.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Automated_advisory_and_DPM_with_AI\"><\/span>Automated advisory and DPM with AI<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Simplify_Your_Workflow_From_Start_to_End\"><\/span>\n<p style=\"text-align: center;\">Simplify Your Workflow<br \/>From Start to End<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-2024.png\" alt=\"InvestGlass Portfolio\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_Complete_Portfolio_Management_System\"><\/span>The Complete Portfolio Management System<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>InvestGlass consolidates financial management for banks and family firms, offering real-time monitoring and comprehensive portfolio analysis in its premium version.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-riskmanagement-2024.png\" alt=\"Portfolio management\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Suitability_Appropriateness\"><\/span>Suitability &amp; Appropriateness<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p><span>InvestGlass offers real-time data tracking, compliance checks, and integrates with trading solutions while also supporting investment research and storing compliance data.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try for free<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Automation_and_investment_tracking\"><\/span>Automation and investment tracking<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>InvestGlass excels in portfolio management with its automation capabilities, streamlining investment tasks and stock screening, while its convenient templates save time and money, making it a powerful choice in the market.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/book-a-meeting\/\">Book a call<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ESG-2024.png\" alt=\"ESG\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"ESG_Screening\"><\/span>ESG Screening<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>\n<p>With the increasing emphasis on ESG (Environmental, Social, Governance) factors in investing, InvestGlass could potentially use its DMP to assess and score investments based on ESG criteria. This could help clients make investments that align with their personal values, in addition to their financial goals.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See all features<\/a>\n    <\/p>\n<\/p>\n<h2><span class=\"ez-toc-section\" id=\"You_can_also_look_for\"><\/span>\n<p style=\"text-align: center;\">You can also look for<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile8.png\" alt=\"\"><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Portfolio_Stress_Testing\"><\/span>Portfolio Stress Testing<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<div>\n<p><span>Conduct comprehensive stress testing on your portfolio to evaluate resilience and mitigate potential risks.<\/span><\/p>\n<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/portfolio-stress-testing\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile11.png\" alt=\"\"><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Financial_Portfolio\"><\/span>Financial Portfolio<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<div>\n<p><span>Efficiently manage your financial portfolio with personalized strategies for growth and risk management.<\/span><\/p>\n<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/financial-portfolio\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Smile9.png\" alt=\"\"><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Portfolio_Management_for_ESG\"><\/span>Portfolio Management for ESG<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<div>\n<p><span>Integrate environmental, social, and governance (ESG) factors into portfolio management for sustainable investing and positive impact.<\/span><\/p>\n<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/portfolio-management-for-esg\/\">Learn more<\/a><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile10.png\" alt=\"\"><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Private_Equity_Portfolio_Management\"><\/span>Private Equity Portfolio Management<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<div>\n<p><span>Optimize and maximize returns with strategic private equity portfolio management tailored to your investment goals.<\/span><\/p>\n<\/div>\n<p><a href=\"https:\/\/www.investglass.com\/portfolio-management-for-private-equity\/\">Learn more<\/a><\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Why 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