{"id":49470,"date":"2026-04-09T12:15:05","date_gmt":"2026-04-09T10:15:05","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49470"},"modified":"2026-04-24T10:12:59","modified_gmt":"2026-04-24T08:12:59","slug":"%e0%a4%95%e0%a5%8c%e0%a4%a8-%e0%a4%b8%e0%a5%87-%e0%a4%9f%e0%a5%82%e0%a4%b2-%e0%a4%b5%e0%a4%bf%e0%a4%a4%e0%a5%8d%e0%a4%a4%e0%a5%80%e0%a4%af-%e0%a4%b8%e0%a4%b2%e0%a4%be%e0%a4%b9%e0%a4%95%e0%a4%be","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/which-tools-help-financial-advisors-centralise-data-in-a-single-dashboard\/","title":{"rendered":"\u0915\u094c\u0928 \u0938\u0947 \u0909\u092a\u0915\u0930\u0923 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0921\u0947\u091f\u093e \u0915\u094b \u090f\u0915 \u0939\u0940 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u092e\u0947\u0902 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 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(\u0938\u0940\u0906\u0930\u090f\u092e) \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u0908\u092e\u0947\u0932, \u0915\u0949\u0932, \u0915\u093e\u0930\u094d\u092f \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0921\u0947\u091f\u093e \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902<a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b8%e0%a5%80%e0%a4%86%e0%a4%b0%e0%a4%8f%e0%a4%ae-%e0%a4%b8%e0%a4%bf%e0%a4%b8%e0%a5%8d%e0%a4%9f%e0%a4%ae-%e0%a4%95%e0%a4%be-%e0%a4%b8%e0%a4%ab%e0%a4%b2%e0%a4%a4%e0%a4%be%e0%a4%aa%e0%a5%82\/\" target=\"_self\">\u0938\u0940\u0906\u0930\u090f\u092e) \u0938\u093f\u0938\u094d\u091f\u092e<\/a> \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 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\u0915\u093e 360-\u0921\u093f\u0917\u094d\u0930\u0940 \u0926\u0943\u0936\u094d\u092f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0905\u0902\u0924\u0924\u0903 \u092a\u094d\u0930\u0948\u0915\u094d\u091f\u093f\u0938 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947\u0935\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-modern-financial-advisor-s-dilemma-data-overload-and-fragmentation\"><span class=\"ez-toc-section\" id=\"The_Modern_Financial_Advisors_Dilemma_Data_Overload_and_Fragmentation\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0906\u0927\u0941\u0928\u093f\u0915 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u0940 \u0926\u0941\u0935\u093f\u0927\u093e: \u0921\u0947\u091f\u093e \u0913\u0935\u0930\u0932\u094b\u0921 \u0914\u0930 \u0935\u093f\u0916\u0902\u0921\u0928<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0906\u091c \u0915\u0947 \u0924\u0947\u091c\u093c-\u0924\u0930\u094d\u0930\u093e\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u092e\u0947\u0902, \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u092a\u0930 \u0932\u0917\u093e\u0924\u093e\u0930 \u0938\u0942\u091a\u0928\u093e\u0913\u0902 \u0915\u0940 \u092c\u093e\u0922\u093c \u0906 \u0930\u0939\u0940 \u0939\u0948\u0964 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0947 \u0908\u092e\u0947\u0932 \u0914\u0930 \u0915\u0949\u0932 \u0928\u094b\u091f \u0938\u0947 \u0932\u0947\u0915\u0930 \u0932\u0917\u093e\u0924\u093e\u0930 \u092c\u0926\u0932\u0924\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0921\u0947\u091f\u093e, \u092c\u093e\u091c\u093c\u093e\u0930 \u0915\u0947 \u0905\u092a\u0921\u0947\u091f \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0924\u0915, \u0921\u0947\u091f\u093e \u0915\u0940 \u092d\u093e\u0930\u0940 \u092e\u093e\u0924\u094d\u0930\u093e \u092d\u093e\u0930\u0940 \u092a\u0921\u093c \u0938\u0915\u0924\u0940 \u0939\u0948\u0964 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915 \u091a\u0941\u0928\u094c\u0924\u0940 \u0915\u0947\u0935\u0932 \u0907\u0938 \u0921\u0947\u091f\u093e \u0915\u0940 \u092e\u093e\u0924\u094d\u0930\u093e \u0928\u0939\u0940\u0902 \u0939\u0948, \u092c\u0932\u094d\u0915\u093f \u0915\u0908, \u0905\u0938\u0902\u092c\u0926\u094d\u0927 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0914\u0930 \u092e\u094c\u091c\u0942\u0926\u093e \u0909\u092a\u0915\u0930\u0923\u094b\u0902 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id=\"h-benefits-of-centralised-data-for-financial-advisors\"><span class=\"ez-toc-section\" id=\"Benefits_of_Centralised_Data_for_Financial_Advisors\"><\/span>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0947\u091f\u093e \u0915\u0947 \u0932\u093e\u092d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u092a\u0928\u0947 \u0905\u092d\u094d\u092f\u093e\u0938 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0935\u093e\u0938\u094d\u0924\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u092f\u0915\u0943\u0924 \u0915\u0930\u0928\u093e 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\u0924\u0941\u0930\u0902\u0924 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u092a\u094d\u0930\u092e\u0941\u0916 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0935\u094d\u092f\u093e\u092a\u0915 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0924\u0948\u092f\u093e\u0930 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u0905\u092a\u0921\u0947\u091f \u0915\u0930\u0928\u0947 \u092f\u093e \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0935\u093f\u0935\u0930\u0923 \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0928\u0947 \u091c\u0948\u0938\u0947 \u0928\u093f\u092f\u092e\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u093e \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u092e\u0942\u0932\u094d\u092f\u0935\u093e\u0928 \u0938\u092e\u092f \u092c\u091a\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u091c\u0941\u0921\u093c\u093e\u0935 \u0915\u094b \u0917\u0939\u0930\u093e \u0915\u0930\u0928\u0947 \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0932\u093e\u0939 \u0926\u0947\u0928\u0947 \u091c\u0948\u0938\u0940 \u0909\u091a\u094d\u091a-\u092e\u0942\u0932\u094d\u092f \u0935\u093e\u0932\u0940 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964 \u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0947\u091f\u093e \u0938\u093f\u0938\u094d\u091f\u092e \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0915\u0947 \u0914\u0930 \u0938\u0902\u0917\u0920\u0928 \u0915\u0947 \u092d\u0940\u0924\u0930 \u091f\u0940\u092e\u094b\u0902 \u0915\u0947 \u092c\u0940\u091a \u0938\u0939\u092f\u094b\u0917 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0915\u0947 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u0902\u0924\u0924\u0903, \u0921\u0947\u091f\u093e \u0915\u093e \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0930\u0923 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0905\u0927\u093f\u0915 \u0909\u0924\u094d\u0924\u0930\u0926\u093e\u092f\u0940 \u0914\u0930 \u0938\u0915\u094d\u0930\u093f\u092f \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0936\u0915\u094d\u0924 \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u0915\u093e \u092a\u0942\u0930\u093e \u0935\u093f\u0935\u0930\u0923 \u092c\u0928\u093e\u090f \u0930\u0916\u0915\u0930, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u0905\u0928\u0941\u092e\u093e\u0928 \u0932\u0917\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u094b\u0902 \u0915\u094b \u0924\u0948\u092f\u093e\u0930 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092e\u091c\u092c\u0942\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u092f\u0939 \u0938\u092c \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0947 \u0935\u093f\u0915\u093e\u0938 \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0914\u0930 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0924\u0925\u093e \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0947 \u0909\u091a\u094d\u091a\u0924\u092e \u092e\u093e\u0928\u0915\u094b\u0902 \u0915\u094b \u092c\u0928\u093e\u090f \u0930\u0916\u0924\u0947 \u0939\u0941\u090f \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-features-to-look-for-in-a-unified-dashboard\"><span class=\"ez-toc-section\" id=\"Core_Features_to_Look_for_in_a_Unified_Dashboard\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u090f\u0915 \u090f\u0915\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u092e\u0947\u0902 \u0926\u0947\u0916\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u092e\u0941\u0916\u094d\u092f \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u092a\u0928\u0940 \u092a\u094d\u0930\u0948\u0915\u094d\u091f\u093f\u0938 \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u091f\u0942\u0932 \u0915\u093e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f, \u090f\u0915 \u0938\u093e\u092b-\u0938\u0941\u0925\u0930\u0947 \u0907\u0902\u091f\u0930\u092b\u093c\u0947\u0938 \u0915\u0947 \u0938\u0924\u0939\u0940 \u0906\u0915\u0930\u094d\u0937\u0923 \u0938\u0947 \u0906\u0917\u0947 \u0926\u0947\u0916\u0928\u093e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964 \u0938\u0939\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u091f\u0942\u0932 \u0915\u093e \u0906\u0915\u0932\u0928 \u0915\u0930\u0928\u093e \u0914\u0930 \u090f\u0915 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0924\u0915\u0928\u0940\u0915 \u0938\u094d\u091f\u0948\u0915 \u0915\u093e \u0928\u093f\u0930\u094d\u092e\u093e\u0923 \u0915\u0930\u0928\u093e \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u092f\u0915\u0930\u0923 \u0914\u0930 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u092e\u0942\u0932\u094d\u092f \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u0947 \u090f\u0915 \u0938\u092e\u0943\u0926\u094d\u0927 \u0938\u0947\u091f \u092e\u0947\u0902 \u0928\u093f\u0939\u093f\u0924 \u0939\u0948 \u091c\u094b \u0906\u092a\u0915\u0947 \u0926\u0948\u0928\u093f\u0915 \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u093e\u092e\u0902\u091c\u0938\u094d\u092f \u0915\u0947 \u0938\u093e\u0925 \u0915\u093e\u092e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940, \u090f\u0915\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u0947\u0935\u0932 \u090f\u0915 \u0921\u0947\u091f\u093e \u090f\u0917\u094d\u0930\u0940\u0917\u0947\u091f\u0930 \u0938\u0947 \u0905\u0927\u093f\u0915 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f; \u092f\u0939 \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u0909\u0928\u094d\u0928\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0947\u0935\u093e \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0907\u0902\u091c\u0928 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u092f\u0939\u093e\u0901 \u0935\u0947 \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0901 \u0926\u0940 \u0917\u0908 \u0939\u0948\u0902 \u091c\u093f\u0928\u0915\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u092e\u0902\u091a \u0938\u0947 \u092e\u093e\u0902\u0917 \u0915\u0930\u0928\u0940 \u091a\u093e\u0939\u093f\u090f\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-comprehensive-crm-integration\"><span class=\"ez-toc-section\" id=\"1_Comprehensive_CRM_Integration\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">1. \u0935\u094d\u092f\u093e\u092a\u0915 \u0938\u0940\u0906\u0930\u090f\u092e \u090f\u0915\u0940\u0915\u0930\u0923<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0915\u093f\u0938\u0940 \u092d\u0940 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u0940 \u0928\u0940\u0902\u0935 \u090f\u0915 \u092e\u091c\u092c\u0942\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 (CRM) \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0939\u0948\u0964.<\/strong> \u090f\u0915 \u0938\u0940\u0906\u0930\u090f\u092e (CRM) \u0935\u0939 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u092f \u0915\u0947\u0902\u0926\u094d\u0930 \u0939\u0948 \u091c\u0939\u093e\u0901 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u0938\u092d\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0930\u0939\u0924\u0940 \u0939\u0948\u0964 \u0907\u0938\u092e\u0947\u0902 \u0928 \u0915\u0947\u0935\u0932 \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0938\u0902\u092a\u0930\u094d\u0915 \u0935\u093f\u0935\u0930\u0923 \u092c\u0932\u094d\u0915\u093f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0940 \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u0947 \u0939\u0930 \u091f\u091a\u092a\u0949\u0907\u0902\u091f \u0915\u094b \u0915\u0948\u092a\u094d\u091a\u0930 \u0915\u093f\u092f\u093e \u091c\u093e\u0928\u093e \u091a\u093e\u0939\u093f\u090f: \u0939\u0930 \u0908\u092e\u0947\u0932, \u092b\u094b\u0928 \u0915\u0949\u0932, \u092e\u0940\u091f\u093f\u0902\u0917 \u0928\u094b\u091f \u0914\u0930 \u0938\u0930\u094d\u0935\u093f\u0938 \u0905\u0928\u0941\u0930\u094b\u0927\u0964 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e \u092e\u0947\u0902 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u092d\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902, \u091c\u094b \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u0947 \u092d\u0940\u0924\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0947 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u094b\u0902 \u0915\u0947 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u0914\u0930 \u092d\u0902\u0921\u093e\u0930\u0923 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u0940 \u0939\u0948\u0902, \u091c\u094b \u0905\u0928\u0941\u092a\u093e\u0932\u0928 (compliance) \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u0921\u0947\u091f\u093e \u092a\u0941\u0928\u0930\u094d\u092a\u094d\u0930\u093e\u092a\u094d\u0924\u093f \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u090f\u0915\u0940\u0915\u0930\u0923 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0906\u092a\u0915\u0940 \u091f\u0940\u092e \u0915\u093e \u0915\u094b\u0908 \u092d\u0940 \u0938\u0926\u0938\u094d\u092f \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u0947 \u092a\u0942\u0930\u0947 \u0907\u0924\u093f\u0939\u093e\u0938 \u0924\u0915 \u092a\u0939\u0941\u0901\u091a \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u090f\u0915 \u0938\u0941\u0938\u0902\u0917\u0924 \u0914\u0930 \u0938\u0942\u091a\u093f\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0905\u0928\u0941\u092d\u0935 \u092e\u093f\u0932\u0924\u093e \u0939\u0948\u0964 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0938\u0902\u0935\u093e\u0926 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0915\u0947 \u0914\u0930 \u091c\u0941\u0921\u093c\u093e\u0935 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0915\u0947 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092a\u094b\u0937\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0940 \u0935\u092b\u093e\u0926\u093e\u0930\u0940 \u0914\u0930 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 (retention) \u0915\u094b \u092e\u091c\u092c\u0942\u0924 \u0915\u0930\u0928\u093e \u0906\u0938\u093e\u0928 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u092c\u0948\u0920\u0915 \u0938\u0947 \u092a\u0939\u0932\u0947, \u090f\u0915 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u091c\u0932\u094d\u0926\u0940 \u0938\u0947 \u0938\u092d\u0940 \u0939\u093e\u0932\u093f\u092f\u093e \u0938\u0902\u091a\u093e\u0930 \u0926\u0947\u0916 \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0915\u093f \u0935\u0947 \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0924\u0948\u092f\u093e\u0930 \u0939\u0948\u0902 \u0914\u0930 \u0915\u093f\u0938\u0940 \u092d\u0940 \u091a\u0932 \u0930\u0939\u0947 \u092e\u0941\u0926\u094d\u0926\u0947 \u092f\u093e \u0905\u0935\u0938\u0930 \u0938\u0947 \u0905\u0935\u0917\u0924 \u0939\u0948\u0902\u0964 \u0935\u093f\u0924\u094d\u0924 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u090f\u0915 \u0938\u0940\u0906\u0930\u090f\u092e, \u091c\u0948\u0938\u0947 \u0915\u093f InvestGlass \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u0947\u0936 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948, \u0927\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0940 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0924\u0948\u092f\u093e\u0930 \u0915\u093f\u090f \u0917\u090f \u092b\u093c\u0940\u0932\u094d\u0921 \u0914\u0930 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0915\u0947 \u090f\u0915 \u0915\u0926\u092e \u0906\u0917\u0947 \u091c\u093e\u0924\u093e \u0939\u0948, \u091c\u0948\u0938\u0947 \u0915\u093f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0932\u0915\u094d\u0937\u094d\u092f\u094b\u0902, \u092a\u093e\u0930\u093f\u0935\u093e\u0930\u093f\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940\/\u090f\u090f\u092e\u090f\u0932 (KYC\/AML) \u0938\u094d\u0925\u093f\u0924\u093f \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u093e\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-multi-source-data-aggregation\"><span class=\"ez-toc-section\" id=\"2_Multi-Source_Data_Aggregation\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u092c\u0939\u0941-\u0938\u094d\u0930\u094b\u0924 \u0921\u0947\u091f\u093e \u090f\u0915\u0924\u094d\u0930\u0940\u0915\u0930\u0923<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0938\u0939\u0940 \u092e\u093e\u092f\u0928\u0947 \u092e\u0947\u0902 \u090f\u0915\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u094b \u0915\u0908 \u0905\u0932\u0917-\u0905\u0932\u0917 \u0938\u094d\u0930\u094b\u0924\u094b\u0902 \u0938\u0947 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0921\u0947\u091f\u093e \u0916\u0940\u0902\u091a\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u090f\u0915\u0932 \u0917\u094d\u0932\u093e\u0938 \u0926\u0943\u0936\u094d\u092f \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092f\u0939 \u0936\u093e\u092f\u0926 \u0938\u092c\u0938\u0947 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0935\u093f\u0936\u0947\u0937\u0924\u093e \u0939\u0948\u0964 \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u094b \u0908\u092e\u0947\u0932 \u0915\u094d\u0932\u093e\u0907\u0902\u091f (\u091c\u0948\u0938\u0947 \u0906\u0909\u091f\u0932\u0941\u0915 \u0914\u0930 \u091c\u0940\u092e\u0947\u0932), \u0915\u0948\u0932\u0947\u0902\u0921\u0930 \u090f\u092a\u094d\u0932\u093f\u0915\u0947\u0936\u0928, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928\u7cfb\u7edf, \u0915\u0938\u094d\u091f\u094b\u0921\u093f\u092f\u0932 \u0921\u0947\u091f\u093e \u092b\u0940\u0921 \u0914\u0930 \u0932\u0947\u0916\u093e (accounting) \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0939\u091c\u0924\u093e \u0938\u0947 \u091c\u0941\u0921\u093c\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0932\u0947\u0916\u093e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0915\u093f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0921\u0947\u091f\u093e \u0905\u0928\u094d\u092f \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u0947 \u0938\u093e\u0925 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f (real time) \u092e\u0947\u0902 \u0938\u092e\u0947\u0915\u093f\u0924 \u0914\u0930 \u0905\u0926\u094d\u092f\u0924\u0928 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u0907\u0928 \u0915\u0908 \u0938\u094d\u0930\u094b\u0924\u094b\u0902 \u0938\u0947 \u0921\u0947\u091f\u093e \u090f\u0915\u0924\u094d\u0930 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0905\u0927\u093f\u0915 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0921\u0947\u091f\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0938\u0915\u094d\u0937\u092e \u0939\u094b\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0930\u0941\u091d\u093e\u0928\u094b\u0902 \u0915\u0940 \u0935\u094d\u092f\u093e\u0916\u094d\u092f\u093e \u0915\u0930\u0928\u0947, \u0926\u093f\u0928-\u092a\u094d\u0930\u0924\u093f\u0926\u093f\u0928 \u0915\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0935\u094d\u092f\u093e\u0935\u0939\u093e\u0930\u093f\u0915 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0914\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u092c\u0947\u0939\u0924\u0930 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964 \u0938\u0902\u091a\u093e\u0930 \u0907\u0924\u093f\u0939\u093e\u0938 \u0915\u0947 \u0938\u093e\u0925-\u0938\u093e\u0925 \u0905\u092a-\u091f\u0942-\u0921\u0947\u091f \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0939\u094b\u0932\u094d\u0921\u093f\u0902\u0917\u094d\u0938, \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0914\u0930 \u0932\u0947\u0928\u0926\u0947\u0928 \u0921\u0947\u091f\u093e \u0926\u0947\u0916\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u0939\u0940 \u090f\u0915 \u0938\u093e\u0927\u093e\u0930\u0923 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u094b \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0905\u092d\u094d\u092f\u093e\u0938 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0909\u092a\u0915\u0930\u0923 \u092e\u0947\u0902 \u092c\u0926\u0932 \u0926\u0947\u0924\u0940 \u0939\u0948\u0964 \u092f\u0939 \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0935\u093f\u0937\u094d\u091f\u093f \u0914\u0930 \u092e\u093f\u0932\u093e\u0928 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u094b \u0938\u092e\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0905\u0928\u0917\u093f\u0928\u0924 \u0918\u0902\u091f\u0947 \u092c\u091a\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u092e\u0939\u0902\u0917\u0940 \u0917\u0932\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u091c\u094b\u0916\u093f\u092e \u0915\u092e \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u0915\u093f\u0938\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u094b \u0938\u0940\u0927\u0947 \u0909\u0928\u0915\u0940 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0926\u0947\u0916\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u094b \u0915\u093f\u0938\u0940 \u092d\u0940 \u091a\u0930\u094d\u091a\u093e \u0915\u0947 \u0932\u093f\u090f \u0924\u0941\u0930\u0902\u0924 \u0938\u0902\u0926\u0930\u094d\u092d \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-task-and-workflow-automation\"><span class=\"ez-toc-section\" id=\"3_Task_and_Workflow_Automation\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u0915\u093e\u0930\u094d\u092f \u0914\u0930 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u0928<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u0947\u0935\u0932 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u093e \u0928\u0939\u0940\u0902 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f; \u0907\u0938\u0947 \u0909\u0938 \u092a\u0930 \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0906\u092a\u0915\u0940 \u092e\u0926\u0926 \u0915\u0930\u0928\u0940 \u091a\u093e\u0939\u093f\u090f\u0964.<\/strong> \u091f\u093e\u0938\u094d\u0915 \u0914\u0930 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0928\u0947 \u0914\u0930 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0915\u0941\u0902\u091c\u0940 \u0939\u0948 \u0915\u093f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u093e\u0901 \u091b\u0942\u091f \u0928 \u091c\u093e\u090f\u0902\u0964 \u090f\u0915 \u0905\u091a\u094d\u091b\u0940 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0906\u092a\u0915\u094b \u0936\u0947\u0921\u094d\u092f\u0942\u0932\u093f\u0902\u0917, \u092b\u0949\u0932\u094b-\u0905\u092a \u0914\u0930 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0938\u0902\u0917\u094d\u0930\u0939 \u091c\u0948\u0938\u0947 \u0928\u093f\u092f\u092e\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u0940 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0905\u0927\u093f\u0915 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u0947 \u0932\u093f\u090f \u0938\u092e\u092f \u092e\u093f\u0932\u0924\u093e \u0939\u0948\u0964 \u0906\u092a \u0938\u093e\u092e\u093e\u0928\u094d\u092f \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902, \u091c\u0948\u0938\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917, \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0924\u0948\u092f\u093e\u0930\u0940, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091c\u093e\u0901\u091a, \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092c\u0948\u0920\u0915\u094b\u0902 \u0915\u0940 \u0924\u0948\u092f\u093e\u0930\u0940 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092c\u0928\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u091c\u092c \u0915\u094b\u0908 \u0928\u092f\u093e <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a5%89%e0%a4%b8%e0%a5%8d%e0%a4%aa%e0%a5%87%e0%a4%95%e0%a5%8d%e0%a4%9f%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%95%e0%a5%80-%e0%a4%aa%e0%a4%b0%e0%a4%bf%e0%a4%ad%e0%a4%be%e0%a4%b7\/\" target=\"_self\">\u0938\u0902\u092d\u093e\u0935\u0928\u093e<\/a> \u091c\u094b\u0921\u093c\u0947 \u091c\u093e\u0928\u0947 \u092a\u0930, \u0938\u093f\u0938\u094d\u091f\u092e \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u0940 \u090f\u0915 \u0936\u094d\u0930\u0943\u0902\u0916\u0932\u093e \u0936\u0941\u0930\u0942 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948: \u090f\u0915 \u0938\u094d\u0935\u093e\u0917\u0924 \u0908\u092e\u0947\u0932 \u092d\u0947\u091c\u0928\u093e, \u090f\u0915 \u0921\u093f\u0938\u094d\u0915\u0935\u0930\u0940 \u0915\u0949\u0932 \u0936\u0947\u0921\u094d\u092f\u0942\u0932 \u0915\u0930\u0928\u093e, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u094b \u090f\u0915 \u0905\u0928\u0941\u0935\u0930\u094d\u0924\u0940 \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u0938\u094c\u0902\u092a\u0928\u093e, \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092c\u0948\u0920\u0915\u094b\u0902 \u0915\u093e \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u0940\u0915\u0930\u0923 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u092e\u0940\u091f\u093f\u0902\u0917 \u090f\u091c\u0947\u0902\u0921\u093e \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0928\u093e\u0964 \u092f\u0939\u0940\u0902 \u092a\u0930 \u0907\u0938 \u0924\u0930\u0939 \u0915\u0947 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a8%e0%a5%8b-%e0%a4%95%e0%a5%8b%e0%a4%a1-%e0%a4%91%e0%a4%9f%e0%a5%8b%e0%a4%ae%e0%a5%87%e0%a4%b6%e0%a4%a8-%e0%a4%95%e0%a5%87-3-%e0%a4%b8%e0%a4%b0%e0%a5%8d%e0%a4%b5%e0%a4%b6%e0%a5%8d%e0%a4%b0\/\" target=\"_self\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 (InvestGlass) \u0905\u092a\u0928\u0940 \u0928\u094b-\u0915\u094b\u0921 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925<\/a> \u091a\u092e\u0915, \u091c\u093f\u0938\u0938\u0947 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0915\u093f\u0938\u0940 \u092d\u0940 \u092a\u094d\u0930\u094b\u0917\u094d\u0930\u093e\u092e\u093f\u0902\u0917 \u091c\u094d\u091e\u093e\u0928 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u0947 \u092c\u093f\u0928\u093e \u091c\u091f\u093f\u0932 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092c\u0928\u093e\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u092e\u093f\u0932\u0924\u0940 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0915\u093f \u092b\u0930\u094d\u092e \u092e\u0947\u0902 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u0913\u0902 \u0915\u093e \u0932\u0917\u093e\u0924\u093e\u0930 \u092a\u093e\u0932\u0928 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-advanced-analytics-and-reporting\"><span class=\"ez-toc-section\" id=\"4_Advanced_Analytics_and_Reporting\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">4. \u0909\u0928\u094d\u0928\u0924 \u090f\u0928\u093e\u0932\u093f\u091f\u093f\u0915\u094d\u0938 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u094b \u0906\u092a\u0915\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0914\u0930 \u0906\u092a\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0917\u0939\u0930\u0947 \u0938\u094d\u0924\u0930 \u092a\u0930 \u0938\u092e\u091d\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0909\u0928\u094d\u0928\u0924 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923\u093e\u0924\u094d\u092e\u0915 \u0909\u092a\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u091a\u093e\u0939\u093f\u090f, \u091c\u093f\u0938\u092e\u0947\u0902 \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 (\u0938\u0940\u0928\u093e\u0930\u093f\u092f\u094b \u090f\u0928\u093e\u0932\u093f\u0938\u093f\u0938), \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0914\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u090f\u0928\u093e\u0932\u093f\u091f\u093f\u0915\u094d\u0938 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u0907\u0938\u092e\u0947\u0902 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u092f\u094b\u0917\u094d\u092f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0938\u092e\u093e\u0927\u093e\u0928 \u0914\u0930 \u0935\u093f\u091c\u093c\u0941\u0905\u0932\u093e\u0907\u091c\u093c\u0947\u0936\u0928 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902 \u091c\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b5%e0%a5%8d%e0%a4%af%e0%a4%be%e0%a4%aa%e0%a4%95-%e0%a4%ae%e0%a4%be%e0%a4%aa%e0%a4%a6%e0%a4%82%e0%a4%a1-%e0%a4%aa%e0%a4%b0%e0%a4%bf%e0%a4%ad%e0%a4%be%e0%a4%b7%e0%a4%be-%e0%a4%b8%e0%a4%ab\/\" target=\"_self\">\u092a\u094d\u0930\u092e\u0941\u0916 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0938\u0902\u0915\u0947\u0924\u0915<\/a> \u090f\u0938\u0947\u091f\u094d\u0938 \u0905\u0902\u0921\u0930 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f (AUM), \u092a\u094d\u0930\u0924\u093f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0930\u093e\u091c\u0938\u094d\u0935, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0947\u0917\u092e\u0947\u0902\u091f\u0947\u0936\u0928 \u0914\u0930 \u090f\u0921\u0935\u093e\u0907\u091c\u0930 \u090f\u0915\u094d\u091f\u093f\u0935\u093f\u091f\u0940 \u0932\u0947\u0935\u0932 \u091c\u0948\u0938\u0947 \u092e\u0941\u0916\u094d\u092f \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0938\u0902\u0915\u0947\u0924\u0915 (KPIs)\u0964 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u091f\u0942\u0932 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0914\u0930 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0926\u094b\u0928\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0906\u092a\u0915\u094b \u092a\u0930\u093f\u0923\u093e\u092e\u094b\u0902 \u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0938\u0942\u091a\u093f\u0924 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964 \u092f\u0947 \u091c\u093e\u0928\u0915\u093e\u0930\u093f\u092f\u093e\u0902 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0905\u092e\u0942\u0932\u094d\u092f \u0939\u0948\u0902, \u091c\u094b \u0906\u092a\u0915\u094b \u0905\u092a\u0928\u0947 \u0938\u092c\u0938\u0947 \u0905\u0927\u093f\u0915 \u0932\u093e\u092d\u0926\u093e\u092f\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0947\u0917\u092e\u0947\u0902\u091f \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947, \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0935\u0943\u0926\u094d\u0927\u093f \u0915\u0940 \u0909\u0928 \u092a\u094d\u0930\u0935\u0943\u0924\u094d\u0924\u093f\u092f\u094b\u0902 \u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u0940 \u0939\u0948\u0902 \u091c\u093f\u0928 \u092a\u0930 \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b \u0938\u0915\u0924\u0940 \u0939\u0948, \u0914\u0930 \u0906\u092a\u0915\u0947 \u0905\u092d\u094d\u092f\u093e\u0938 \u0924\u0925\u093e \u0906\u092a\u0915\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f\u094d\u0938 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0915\u093e\u0938 \u0915\u0947 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u094b \u0909\u091c\u093e\u0917\u0930 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u090f\u0915 \u090f\u0921\u0935\u093e\u0907\u091c\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u0930 \u092c\u093e\u091c\u093e\u0930 \u0915\u0940 \u0918\u091f\u0928\u093e\u0913\u0902 \u0915\u0947 \u092a\u094d\u0930\u092d\u093e\u0935 \u0915\u093e \u0905\u0928\u0941\u0915\u0930\u0923 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 (scenario analysis) \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948 \u092f\u093e \u092a\u094d\u0930\u092d\u093e\u0935\u093f\u0924 \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0940 \u0915\u093f\u0938\u0940 \u0935\u093f\u0936\u0947\u0937 \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0915\u094b \u0930\u0916\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u092d\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f\u094d\u0938 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u091a\u0932\u093e \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0938\u0915\u094d\u0930\u093f\u092f \u0930\u0942\u092a \u0938\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0915\u0930\u0928\u093e \u0938\u0902\u092d\u0935 \u0939\u094b \u0938\u0915\u0947\u0964 \u090f\u0915 \u0939\u0940, \u0935\u093f\u0936\u094d\u0935\u0938\u0928\u0940\u092f \u0921\u0947\u091f\u093e \u0938\u094d\u0930\u094b\u0924 \u0938\u0947 \u092e\u093e\u0902\u0917 \u092a\u0930 \u0907\u0928 \u0935\u094d\u092f\u093e\u092a\u0915 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u094b\u0902 \u0914\u0930 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923\u094b\u0902 \u0915\u094b \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u090f\u0915 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u093e\u0924\u094d\u092e\u0915 \u0932\u093e\u092d \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-secure-client-portal\"><span class=\"ez-toc-section\" id=\"5_Secure_Client_Portal\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">5. \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0921\u093f\u091c\u093f\u091f\u0932 \u092f\u0941\u0917 \u092e\u0947\u0902, \u090f\u0915 <\/strong><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b6%e0%a5%80%e0%a4%b0%e0%a5%8d%e0%a4%b7-5-%e0%a4%b8%e0%a5%81%e0%a4%b0%e0%a4%95%e0%a5%8d%e0%a4%b7%e0%a4%bf%e0%a4%a4-%e0%a4%95%e0%a5%8d%e0%a4%b2%e0%a4%be%e0%a4%87%e0%a4%82%e0%a4%9f-%e0%a4%ab\/\" target=\"_self\"><strong>\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932<\/strong><\/a><strong> \u0905\u092c \u0935\u093f\u0932\u093e\u0938\u093f\u0924\u093e \u0928\u0939\u0940\u0902 \u0930\u0939\u0940; \u092f\u0939 \u090f\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u0948\u0964.<\/strong> \u0915\u0947\u0928\u094d\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u093e \u0935\u093f\u0938\u094d\u0924\u093e\u0930 \u0906\u092a\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0924\u0915 \u090f\u0915 \u092c\u094d\u0930\u093e\u0902\u0921\u0947\u0921, \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f \u091c\u0939\u093e\u0901 \u0935\u0947 \u0905\u092a\u0928\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0926\u0947\u0916 \u0938\u0915\u0947\u0902, \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u090f\u0915\u094d\u0938\u0947\u0938 \u0915\u0930 \u0938\u0915\u0947\u0902 \u0914\u0930 \u0906\u092a\u0915\u0947 \u0938\u093e\u0925 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0938\u0902\u0935\u093e\u0926 \u0915\u0930 \u0938\u0915\u0947\u0902\u0964 \u092f\u0939 \u0928 \u0915\u0947\u0935\u0932 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0909\u0928\u0915\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u094d\u0925\u093f\u0924\u093f \u0924\u0915 24\/7 \u092a\u0939\u0941\u0901\u091a \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0915\u0947 \u0909\u0928\u0915\u0947 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u092c\u0932\u094d\u0915\u093f \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u092e\u0948\u0938\u0947\u091c\u093f\u0902\u0917 \u0914\u0930 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0938\u093e\u091d\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u091a\u093e\u0930 \u0915\u094b \u092d\u0940 \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0914\u0930 \u0938\u0941\u0935\u093f\u0927\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0915\u0947, \u092f\u0939 \u092a\u094b\u0930\u094d\u091f\u0932 \u0938\u0940\u0927\u0947 \u0924\u094c\u0930 \u092a\u0930 \u0909\u091a\u094d\u091a \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092e\u0947\u0902 \u092f\u094b\u0917\u0926\u093e\u0928 \u0926\u0947\u0924\u093e \u0939\u0948\u0964 \u0905\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0908\u092e\u0947\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u092d\u0947\u091c\u0928\u0947 \u0915\u0947 \u092c\u091c\u093e\u092f, \u0906\u092a \u0909\u0928\u094d\u0939\u0947\u0902 \u090f\u0915 \u092a\u0942\u0930\u094d\u0923 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932 \u0915\u0947 \u0938\u093e\u0925 \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0938\u093e\u091d\u093e \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u090f\u0915 \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a8%e0%a4%bf%e0%a4%b5%e0%a5%87%e0%a4%b6%e0%a4%95-%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%9f%e0%a4%b2\/\" target=\"_self\">\u0927\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0928\u093f\u0935\u0947\u0936\u0915 \u092a\u094b\u0930\u094d\u091f\u0932<\/a> \u092f\u0939 \u090f\u0915 \u092a\u094d\u0930\u092e\u0941\u0916 \u0905\u0902\u0924\u0930\u0915\u093e\u0930\u0915 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u092d\u0940 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0914\u0930 \u0906\u0927\u0941\u0928\u093f\u0915 \u0924\u0915\u0928\u0940\u0915 \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e \u0915\u094b \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-compliance-and-regulatory-support\"><span class=\"ez-toc-section\" id=\"6_Compliance_and_Regulatory_Support\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">6. \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u0938\u0939\u093e\u092f\u0924\u093e<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0905\u0902\u0924\u0924\u0903, \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u093e \u0928\u093f\u0930\u094d\u092e\u093e\u0923 \u091c\u091f\u093f\u0932 \u0928\u093f\u092f\u093e\u092e\u0915 \u092a\u0930\u093f\u0935\u0947\u0936 \u0915\u094b \u0927\u094d\u092f\u093e\u0928 \u092e\u0947\u0902 \u0930\u0916\u0915\u0930 \u0915\u093f\u092f\u093e \u091c\u093e\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964.<\/strong> \u0907\u0938\u092e\u0947\u0902 \u0910\u0938\u0947 \u092b\u093c\u0940\u091a\u0930\u094d\u0938 \u0939\u094b\u0928\u0947 \u091a\u093e\u0939\u093f\u090f \u091c\u094b \u0906\u092a\u0915\u094b MiFID II, FINMA \u0914\u0930 GDPR \u091c\u0948\u0938\u0947 \u0935\u093f\u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u0947 \u0924\u0939\u0924 \u0905\u092a\u0928\u0940 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0947\u0902\u0964 \u0907\u0938\u092e\u0947\u0902 \u092e\u091c\u092c\u0942\u0924 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902 \u091c\u094b \u0938\u092d\u0940 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e \u0917\u0924\u093f\u0935\u093f\u0927\u093f \u0915\u094b \u0932\u0949\u0917 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0921\u0947\u091f\u093e \u0938\u094d\u091f\u094b\u0930\u0947\u091c, \u0914\u0930 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0914\u0930 \u0914\u091a\u093f\u0924\u094d\u092f \u091c\u093e\u0901\u091a \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u0915\u0930\u0923 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u094b \u0915\u0941\u0936\u0932 \u0938\u093e\u092e\u0917\u094d\u0930\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e, \u0905\u0928\u0941\u092e\u094b\u0926\u0928 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0930\u092e\u094b\u0902 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0935\u093f\u0928\u093f\u092f\u093e\u092e\u0915 \u092a\u093e\u0932\u0928 \u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u094b \u0938\u0915\u094d\u0937\u092e \u0915\u0930\u0915\u0947 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0905\u0927\u093f\u0915\u093e\u0930\u093f\u092f\u094b\u0902 \u0915\u093e \u092d\u0940 \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u094b \u092f\u0939 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f \u0915\u093f \u0915\u093f\u0938\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0928\u0947 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0915\u094b \u0915\u092c \u0926\u0947\u0916\u093e \u0914\u0930 \u0938\u094d\u0935\u0940\u0915\u093e\u0930 \u0915\u093f\u092f\u093e \u0939\u0948, \u091c\u094b \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0938\u094d\u092a\u0937\u094d\u091f \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u0947 \u092e\u0939\u0924\u094d\u0935 \u0915\u094b \u0926\u0947\u0916\u0924\u0947 \u0939\u0941\u090f, \u0910\u0938\u093e \u0938\u092e\u093e\u0927\u093e\u0928 \u091a\u0941\u0928\u0928\u093e \u091c\u094b \u0907\u0938\u0915\u0947 \u0935\u093f\u0915\u0932\u094d\u092a \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%9c%e0%a5%8b%e0%a4%96%e0%a4%bf%e0%a4%ae-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%a8-%e0%a4%b8%e0%a5%8d%e0%a4%b5%e0%a4%bf%e0%a4%b8-%e0%a4%b8%e0%a4%82%e0%a4%aa%e0%a5%8d\/\" target=\"_self\">\u0911\u0928-\u092a\u094d\u0930\u093f\u092e\u093e\u0907\u0938\u0947\u0938 \u092a\u0930\u093f\u0928\u093f\u092f\u094b\u091c\u0928 \u092f\u093e \u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e<\/a> InvestGlass \u091c\u0948\u0938\u0940 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092f\u0939 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0915\u0940 \u090f\u0915 \u0905\u0924\u093f\u0930\u093f\u0915\u094d\u0924 \u092a\u0930\u0924 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u094b \u090f\u0915 \u092e\u0941\u0916\u094d\u092f \u0935\u093f\u091a\u093e\u0930 \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-comparing-the-top-tools-for-centralising-your-practice\"><span class=\"ez-toc-section\" id=\"Comparing_the_Top_Tools_for_Centralising_Your_Practice\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0905\u092a\u0928\u0940 \u092a\u094d\u0930\u0948\u0915\u094d\u091f\u093f\u0938 \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0936\u0940\u0930\u094d\u0937 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0939\u0940 \u0924\u0915\u0928\u0940\u0915 \u0938\u094d\u091f\u0948\u0915 \u091a\u0941\u0928\u0928\u093e \u0915\u093f\u0938\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092b\u0930\u094d\u092e \u0926\u094d\u0935\u093e\u0930\u093e \u0932\u093f\u090f \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u092c\u0938\u0947 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0928\u093f\u0930\u094d\u0923\u092f\u094b\u0902 \u092e\u0947\u0902 \u0938\u0947 \u090f\u0915 \u0939\u0948\u0964 \u092c\u093e\u091c\u093e\u0930 \u0935\u093f\u0915\u0932\u094d\u092a\u094b\u0902 \u0938\u0947 \u092d\u0930\u093e \u0939\u0941\u0906 \u0939\u0948, \u091c\u093f\u0928\u092e\u0947\u0902 \u0938\u0947 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0915\u0940 \u0905\u092a\u0928\u0940 \u0924\u093e\u0915\u0924 \u0914\u0930 \u0915\u092e\u091c\u094b\u0930\u093f\u092f\u093e\u0902 \u0939\u0948\u0902\u0964 \u0906\u0926\u0930\u094d\u0936 \u0938\u092e\u093e\u0927\u093e\u0928 \u0905\u0915\u094d\u0938\u0930 \u092b\u0930\u094d\u092e \u0915\u0947 \u0906\u0915\u093e\u0930, \u091c\u091f\u093f\u0932\u0924\u093e, \u0917\u094d\u0930\u093e\u0939\u0915 \u0906\u0927\u093e\u0930 \u0914\u0930 \u092c\u091c\u091f \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0928\u0940\u091a\u0947, \u0939\u092e \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0909\u0928\u0915\u0947 \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u091f\u0942\u0932 \u0915\u0940 \u0915\u0941\u091b \u092a\u094d\u0930\u092e\u0941\u0916 \u0936\u094d\u0930\u0947\u0923\u093f\u092f\u094b\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0938\u0947 \u0932\u0947\u0915\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0909\u0926\u094d\u092f\u094b\u0917 \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930 \u0915\u093f\u090f \u0917\u090f \u0905\u0927\u093f\u0915 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0924\u0915\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0909\u092a\u0915\u0930\u0923 \u0936\u094d\u0930\u0947\u0923\u0940<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u092a\u094d\u0930\u092e\u0941\u0916 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0910\u0902<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0907\u0938\u0915\u0947 \u0932\u093f\u090f \u0906\u0926\u0930\u094d\u0936<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0909\u0926\u093e\u0939\u0930\u0923<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e\u094d\u0938<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u090f\u0915 \u0939\u0940 \u0938\u093f\u0938\u094d\u091f\u092e \u092e\u0947\u0902 \u090f\u0915\u0940\u0915\u0943\u0924 \u0938\u0940\u0906\u0930\u090f\u092e, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u091c\u094b \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0901 \u090f\u0915 \u0938\u0939\u091c, \u090f\u0915\u0940\u0915\u0943\u0924 \u0905\u0928\u0941\u092d\u0935 \u091a\u093e\u0939\u0924\u0940 \u0939\u0948\u0902 \u0914\u0930 \u090f\u0915 \u0939\u0940 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e (\u0935\u0947\u0902\u0921\u0930) \u0915\u0947 \u0907\u0915\u094b\u0938\u093f\u0938\u094d\u091f\u092e \u0915\u094b \u0905\u092a\u0928\u093e\u0928\u0947 \u0915\u094b \u0924\u0948\u092f\u093e\u0930 \u0939\u0948\u0902\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/strong>, \u090f\u0921\u0947\u092a\u0930, \u0907\u0928\u0935\u0947\u0938\u094d\u091f\u0928\u0947\u091f \u091f\u093e\u092earak<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0938\u0940\u0906\u0930\u090f\u092e-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u090f\u0915 \u092e\u0941\u0916\u094d\u092f \u0938\u0940\u0906\u0930\u090f\u092e \u091c\u093f\u0938\u092e\u0947\u0902 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e \u0906\u0926\u093f \u0915\u0947 \u0932\u093f\u090f \u0924\u0940\u0938\u0930\u0947 \u092a\u0915\u094d\u0937 \u0915\u0947 \u091f\u0942\u0932 \u0915\u0947 \u0938\u093e\u0925 \u0917\u0939\u0930\u0947 \u090f\u0915\u0940\u0915\u0930\u0923 \u0939\u0948\u0902\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u0947 \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0901 \u091c\u094b \u090f\u0915 \u092c\u0947\u0938\u094d\u091f-\u0911\u092b\u093c-\u092c\u094d\u0930\u0940\u0921 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u091a\u093e\u0939\u0924\u0940 \u0939\u0948\u0902, \u091c\u094b \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u094b \u0909\u0928\u0915\u0947 \u092a\u0938\u0902\u0926\u0940\u0926\u093e \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u091f\u0942\u0932 \u0915\u0947 \u0938\u093e\u0925 \u091c\u094b\u0921\u093c\u0924\u0940 \u0939\u0948\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0947\u0932\u094d\u0938\u092b\u094b\u0930\u094d\u0938 \u092b\u093e\u0907\u0928\u0947\u0902\u0936\u093f\u092f\u0932 \u0938\u0930\u094d\u0935\u093f\u0938\u0947\u091c \u0915\u094d\u0932\u093e\u0909\u0921, \u0935\u0947\u0932\u094d\u0925\u092c\u0949\u0915\u094d\u0938, \u0930\u0947\u0921\u091f\u0947\u0932 \u0938\u0940\u0906\u0930\u090f\u092e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0939ubs<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0905\u0915\u093e\u0909\u0902\u091f\u093f\u0902\u0917, \u092a\u0930\u092b\u0949\u0930\u092e\u0947\u0902\u0938 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0914\u0930 \u0930\u0940\u092c\u0948\u0932\u0947\u0902\u0938\u093f\u0902\u0917 \u092a\u0930 \u0935\u093f\u0936\u0947\u0937 \u091c\u094b\u0930, \u091c\u093f\u0938\u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u090f\u0915 \u0917\u094c\u0923 \u0918\u091f\u0915 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u092f\u0947 \u0939\u092c \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0914\u0930 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u090f \u0917\u090f \u0939\u0948\u0902, \u091c\u094b \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0902\u091a\u093e\u0930 \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u091c\u094b\u0916\u093f\u092e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0914\u0930 \u0928\u0948\u0930\u0947\u091f\u093f\u0935 \u091f\u093f\u092a\u094d\u092a\u0923\u0940 \u0915\u0947 \u0932\u093f\u090f \u091f\u0942\u0932 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u0947 \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0901 \u091c\u0939\u093e\u0901 \u091c\u091f\u093f\u0932 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0909\u0928\u0915\u0940 \u0924\u0915\u0928\u0940\u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u092e\u0941\u0916\u094d\u092f \u091a\u093e\u0932\u0915 \u0939\u0948\u0902\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0913\u0930\u093f\u092f\u0928 \u090f\u0921\u0935\u093e\u0907\u091c\u0930 \u0938\u0949\u0932\u094d\u092f\u0942\u0936\u0902\u0938, \u092c\u094d\u0932\u0948\u0915 \u0921\u093e\u092f\u092e\u0902\u0921 \u0935\u0947\u0932\u094d\u0925 \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e, \u092e\u0949\u0930\u094d\u0928\u093f\u0902\u0917\u0938\u094d\u091f\u093e\u0930 \u0911\u092b\u093f\u0938<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0928\u093f\u092f\u094b\u091c\u0928 \u0935\u093f\u0936\u0947\u0937\u091c\u094d\u091e<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092e\u0942\u0932 \u092e\u0947\u0902 \u0909\u0928\u094d\u0928\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0928\u093f\u092f\u094b\u091c\u0928 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0902, \u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0921\u0947\u091f\u093e \u0915\u0947 \u0932\u093f\u090f \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u0938\u093e\u0925\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092f\u094b\u091c\u0928\u093e-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0901 \u091c\u094b \u0905\u092a\u0928\u0947 \u092a\u0942\u0930\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927 \u0915\u094b \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e \u0915\u0947 \u0907\u0930\u094d\u0926-\u0917\u093f\u0930\u094d\u0926 \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0908-\u092e\u0928\u0940 \u090f\u0921\u0935\u093e\u0907\u091c\u093c\u0930, \u0930\u093e\u0907\u091f\u0915\u0948\u092a\u093f\u091f\u0932, \u092e\u0928\u0940\u0917\u093e\u0907\u0921\u092a\u094d\u0930\u094b<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-all-in-one-platforms-the-power-of-unification\"><span class=\"ez-toc-section\" id=\"All-in-One_Platforms_The_Power_of_Unification\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e: \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0940 \u0936\u0915\u094d\u0924\u093f<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0930\u0923 \u0915\u0947 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0915\u0943\u0937\u094d\u091f \u0909\u0926\u093e\u0939\u0930\u0923 \u0939\u0948\u0902\u0964 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0930\u093f\u0932\u0947\u0936\u0928\u0936\u093f\u092a \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0938\u0947 \u0932\u0947\u0915\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0905\u0915\u093e\u0909\u0902\u091f\u093f\u0902\u0917 \u0924\u0915 \u0938\u092c \u0915\u0941\u091b \u0938\u0902\u092d\u093e\u0932\u0928\u0947 \u0935\u093e\u0932\u093e \u090f\u0915 \u090f\u0915\u0932, \u0938\u0941\u0938\u0902\u0917\u0924 \u0938\u093f\u0938\u094d\u091f\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0915\u0947, \u092f\u0947 \u0938\u092e\u093e\u0927\u093e\u0928 \u0909\u0938 \u0918\u0930\u094d\u0937\u0923 \u0914\u0930 \u0921\u0947\u091f\u093e \u0938\u093f\u0932\u094b\u091c\u093c \u0915\u094b \u0938\u092e\u093e\u092a\u094d\u0924 \u0915\u0930 \u0926\u0947\u0924\u0947 \u0939\u0948\u0902 \u091c\u094b \u0915\u0908 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u092a\u0930\u0947\u0936\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u0915\u093e \u092e\u0941\u0916\u094d\u092f \u0932\u093e\u092d \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u093e \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u092a\u094d\u0930\u0935\u093e\u0939 \u0939\u0948\u0964 \u091c\u092c \u0915\u093f\u0938\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u093e \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0921\u0947\u091f\u093e \u0909\u0928\u0915\u0947 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932 \u0915\u0947 \u0938\u093e\u0925 \u092e\u0942\u0932 \u0930\u0942\u092a \u0938\u0947 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u094b\u0924\u093e \u0939\u0948, \u0924\u094b \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u090f\u092a\u094d\u0932\u093f\u0915\u0947\u0936\u0928 \u0915\u0947 \u092c\u0940\u091a \u0938\u094d\u0935\u093f\u091a \u0915\u093f\u090f \u092c\u093f\u0928\u093e \u0924\u0941\u0930\u0902\u0924 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0939\u0940\u0902 \u092a\u0930 \u0907\u0938 \u0924\u0930\u0939 \u0915\u093e \u090f\u0915 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0648\u0627\u0642\u0639\u06cc \u0645\u06cc\u06ba \u0628\u06c1\u062a\u0631\u06cc\u0646 \u06c1\u06d2\u060c \u062c\u0648 \u0634\u0631\u0648\u0639 \u0633\u06d2 \u06c1\u06cc \u0627\u06cc\u06a9 \u0633\u0627\u062a\u06be \u06a9\u0627\u0645 \u06a9\u0631\u0646\u06d2 \u06a9\u06d2 \u0644\u06cc\u06d2 \u0688\u06cc\u0632\u0627\u0626\u0646 \u06a9\u06cc\u06d2 \u06af\u0626\u06d2 \u0679\u0648\u0644\u0632 \u06a9\u0627 \u0627\u06cc\u06a9 \u0645\u06a9\u0645\u0644 \u0633\u0648\u0679 \u067e\u06cc\u0634 \u06a9\u0631\u062a\u0627 \u06c1\u06d2\u06d4 \u0645\u062b\u0627\u0644 \u06a9\u06d2 \u0637\u0648\u0631 \u067e\u0631\u060c InvestGlass \u0627\u0633\u062a\u0639\u0645\u0627\u0644 \u06a9\u0631\u0646\u06d2 \u0648\u0627\u0644\u0627 \u06a9\u0648\u0626\u06cc \u0645\u0634\u06cc\u0631 \u067e\u0648\u0631\u0679 \u0641\u0648\u0644\u06cc\u0648 \u06a9\u06d2 \u06a9\u0633\u06cc \u0645\u062e\u0635\u0648\u0635 \u0648\u0627\u0642\u0639\u06d2\u060c \u062c\u06cc\u0633\u06d2 \u06a9\u06c1 \u0628\u0691\u06cc \u0646\u0642\u062f\u06cc \u062c\u0645\u0639 \u06a9\u0631\u0646\u06d2\u060c \u06a9\u06cc \u0628\u0646\u06cc\u0627\u062f \u067e\u0631 \u062e\u0648\u062f\u06a9\u0627\u0631 \u0648\u0631\u06a9 \u0641\u0644\u0648 \u06a9\u0648 \u0645\u062a\u062d\u0631\u06a9 \u06a9\u0631 \u0633\u06a9\u062a\u0627 \u06c1\u06d2\u060c \u062a\u0627\u06a9\u06c1 \u0641\u0627\u0644\u0648 \u0627\u067e \u06a9\u0627\u0644 \u06a9\u0627 \u0634\u06cc\u0688\u0648\u0644 \u0628\u0646\u0627\u06cc\u0627 \u062c\u0627 \u0633\u06a9\u06d2 \u0627\u0648\u0631 \u0633\u0631\u0645\u0627\u06cc\u06c1 \u06a9\u0627\u0631\u06cc \u06a9\u06d2 \u0627\u062e\u062a\u06cc\u0627\u0631\u0627\u062a \u067e\u0631 \u062a\u0628\u0627\u062f\u0644\u06c1 \u062e\u06cc\u0627\u0644 \u06a9\u0631\u0646\u06d2 \u06a9\u06d2 \u0644\u06cc\u06d2 \u06a9\u0648\u0626\u06cc \u0679\u0627\u0633\u06a9 \u0628\u0646\u0627\u06cc\u0627 \u062c\u0627 \u0633\u06a9\u06d2\u06d4 \u0627\u0646\u0636\u0645\u0627\u0645 \u06a9\u06cc \u0627\u0633 \u0633\u0637\u062d \u06a9\u0648 \u0627\u0644\u06af \u0627\u0644\u06af \u0679\u0648\u0644\u0632 \u06a9\u06d2 \u0645\u062c\u0645\u0648\u0639\u06d2 \u06a9\u06d2 \u0633\u0627\u062a\u06be \u0646\u0642\u0644 \u06a9\u0631\u0646\u0627 \u0645\u0634\u06a9\u0644 \u06c1\u06d2\u06d4.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092f\u0947 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0909\u0928 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0939\u0948\u0902 \u091c\u094b \u090f\u0915 \u092e\u093e\u0928\u0915\u0940\u0915\u0943\u0924 \u0914\u0930 \u0938\u094d\u0915\u0947\u0932\u0947\u092c\u0932 \u0924\u0915\u0928\u0940\u0915 \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0922\u093e\u0902\u091a\u093e 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style=\"background-color: transparent;color: inherit\">.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-centric-solutions-the-best-of-breed-approach\"><span class=\"ez-toc-section\" id=\"CRM-Centric_Solutions_The_Best-of-Breed_Approach\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0938\u0940\u0906\u0930\u090f\u092e-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928: \u092c\u0947\u0938\u094d\u091f-\u0911\u092b\u093c-\u092c\u094d\u0930\u0940\u0921 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0909\u0928 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u091c\u093f\u0928\u094d\u0939\u094b\u0902\u0928\u0947 \u092a\u0939\u0932\u0947 \u0938\u0947 \u0939\u0940 \u0905\u092a\u0928\u0940 \u092a\u0938\u0902\u0926 \u0915\u0947 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u091f\u0942\u0932\u094d\u0938 \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0915\u093f\u092f\u093e \u0939\u0948, \u090f\u0915 CRM-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u090f\u0915 \u0906\u0915\u0930\u094d\u0937\u0915 \u0935\u093f\u0915\u0932\u094d\u092a \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u092e\u0949\u0921\u0932 \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0938\u094d\u091f\u0948\u0915 \u0915\u0947 \u0915\u0947\u0902\u0926\u094d\u0930 \u092e\u0947\u0902 \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940, \u0932\u091a\u0940\u0932\u0947 CRM \u0915\u094b \u0930\u0916\u0924\u093e \u0939\u0948 \u0914\u0930 \u0905\u0928\u094d\u092f \u092c\u0947\u0939\u0924\u0930\u0940\u0928 \u0910\u092a\u094d\u0932\u093f\u0915\u0947\u0936\u0902\u0938 \u0915\u0947 \u0938\u093e\u0925 \u091c\u0941\u0921\u093c\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0917\u0939\u0928 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0915\u093e \u0938\u092c\u0938\u0947 \u092a\u094d\u0930\u092e\u0941\u0916 \u0909\u0926\u093e\u0939\u0930\u0923 \u0938\u0947\u0932\u094d\u0938\u092b\u093c\u0930\u094d\u0938 \u092b\u093c\u093e\u0907\u0928\u0947\u0902\u0936\u093f\u092f\u0932 \u0938\u0930\u094d\u0935\u093f\u0938\u0947\u0938 \u0915\u094d\u0932\u093e\u0909\u0921 (Salesforce Financial Services Cloud) \u0939\u0948, \u091c\u094b \u0926\u0941\u0928\u093f\u092f\u093e \u0915\u0947 \u0905\u0917\u094d\u0930\u0923\u0940 CRM \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0940 \u0936\u0915\u094d\u0924\u093f \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0924\u093e \u0939\u0948 \u0914\u0930 \u0907\u0938\u0947 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0909\u0926\u094d\u092f\u094b\u0917 \u0915\u0947 \u0932\u093f\u090f \u0915\u0938\u094d\u091f\u092e\u093e\u0907\u091c\u093c \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u0905\u092a\u0928\u0947 \u092a\u0938\u0902\u0926\u0940\u0926\u093e \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0938\u093f\u0938\u094d\u091f\u092e, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0914\u0930 \u0905\u0928\u094d\u092f \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u091f\u0942\u0932\u094d\u0938 \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915 \u0936\u0940\u0930\u094d\u0937-\u0938\u094d\u0924\u0930\u0940\u092f CRM \u0915\u094b \u0938\u0902\u092f\u094b\u091c\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0928 \u0915\u0947\u0935\u0932 \u092e\u094c\u091c\u0942\u0926\u093e \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092c\u0932\u094d\u0915\u093f \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092d\u0940 \u0921\u0947\u091f\u093e \u0914\u0930 \u0938\u0902\u091a\u093e\u0930 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0939\u0948\u0902\u0964 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u094b \u0938\u092e\u0947\u0915\u093f\u0924 \u0915\u0930\u0915\u0947, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0935\u093f\u092a\u0923\u0928 \u092a\u094d\u0930\u092f\u093e\u0938\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u092c\u0928\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0932\u0940\u0921\u094d\u0938 \u0915\u093e \u0905\u0927\u093f\u0915 \u0915\u0941\u0936\u0932\u0924\u093e \u0938\u0947 \u092a\u094b\u0937\u0923 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0938\u0902\u092d\u093e\u0935\u0928\u093e \u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u092e\u0947\u0902 \u090f\u0915 \u0938\u0939\u091c \u092c\u0926\u0932\u093e\u0935 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938 \u092e\u0949\u0921\u0932 \u0915\u093e \u092e\u0941\u0916\u094d\u092f \u0932\u093e\u092d \u0932\u091a\u0940\u0932\u093e\u092a\u0928 \u0939\u0948\u0964 \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0901 \u0915\u093f\u0938\u0940 \u090f\u0915 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e \u0938\u0947 \u0928\u0939\u0940\u0902 \u092c\u0902\u0927\u0940 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902 \u0914\u0930 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0915\u093e\u0930\u094d\u092f \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u091f\u0942\u0932 \u091a\u0941\u0928 \u0938\u0915\u0924\u0940 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u092c\u0921\u093c\u0940, \u0905\u0927\u093f\u0915 \u091c\u091f\u093f\u0932 \u0914\u0930 \u0905\u0928\u0942\u0920\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0935\u093e\u0932\u0940 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0906\u0915\u0930\u094d\u0937\u0915 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0939\u093e\u0932\u093e\u0901\u0915\u093f, \u092f\u0939 \u0932\u091a\u0940\u0932\u093e\u092a\u0928 \u090f\u0915 \u0915\u0940\u092e\u0924 \u092a\u0930 \u0906\u0924\u093e \u0939\u0948\u0964 \u0915\u0908 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e\u0913\u0902 \u0915\u0947 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0928\u093e, \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e \u0915\u093f \u090f\u0915\u0940\u0915\u0930\u0923 (\u0907\u0902\u091f\u0940\u0917\u094d\u0930\u0947\u0936\u0928) \u092c\u0928\u093e\u090f \u0930\u0916\u0947 \u091c\u093e\u090f\u0902, \u0914\u0930 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0921\u0947\u091f\u093e \u0938\u093f\u0902\u0915\u094d\u0930\u0928\u093e\u0907\u091c\u093c\u0947\u0936\u0928 \u0938\u092e\u0938\u094d\u092f\u093e\u0913\u0902 \u0938\u0947 \u0928\u093f\u092a\u091f\u0928\u093e \u090f\u0915 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u091a\u0941\u0928\u094c\u0924\u0940 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0939\u093e\u0932\u093e\u0901\u0915\u093f \u0915\u0908 \u0906\u0927\u0941\u0928\u093f\u0915 \u0938\u0940\u0906\u0930\u090f\u092e (CRM) \u092e\u091c\u092c\u0942\u0924 \u090f\u0915\u0940\u0915\u0930\u0923 \u092c\u093e\u091c\u093c\u093e\u0930 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0932\u0947\u0915\u093f\u0928 \u0938\u0939\u091c\u0924\u093e \u0915\u093e \u0938\u094d\u0924\u0930 \u090f\u0915 \u0938\u091a\u094d\u091a\u0947 \u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0938\u0947 \u092e\u0947\u0932 \u0928\u0939\u0940\u0902 \u0916\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u092c\u0928\u093e\u0924\u093e \u0939\u0948<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-hubs-for-the-investment-focused-advisor\"><span class=\"ez-toc-section\" id=\"Portfolio_Management_Hubs_For_the_Investment-Focused_Advisor\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0939\u092c\u094d\u0938: \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u092e\u0947\u0902\u091f-\u092b\u094b\u0915\u0938\u094d\u0921 \u090f\u0921\u0935\u093e\u0907\u091c\u0930 \u0915\u0947 \u0932\u093f\u090f<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0915\u0941\u091b \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u093e \u0928\u093f\u0930\u094d\u092e\u093e\u0923 \u0909\u0928\u0915\u0940 \u0928\u093f\u0935\u0947\u0936 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0935\u093f\u0936\u0947\u0937\u091c\u094d\u091e\u0924\u093e \u0915\u0947 \u0907\u0930\u094d\u0926-\u0917\u093f\u0930\u094d\u0926 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0907\u0928 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0902 \u0909\u0928\u0915\u0947 \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0938\u094d\u091f\u0948\u0915 \u0915\u093e \u0938\u092c\u0938\u0947 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u093f\u0938\u094d\u0938\u093e \u0939\u0948\u0902\u0964 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0939\u092c \u0907\u0938 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u090f \u0917\u090f \u0939\u0948\u0902, \u091c\u094b \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 <a href=\"https:\/\/www.investglass.com\/en_gb\/6-best-portfolio-management-free-software-for-smart-investors-in-2025\/\" target=\"_self\">\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u0915\u0930\u0923<\/a> accounting, performance reporting, and rebalancing, and enabling financial advisors to manage portfolios efficiently and effectively within a single dashboard. While these platforms often include CRM features, they are typically less comprehensive than those found in dedicated CRM or all-in-one solutions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0940 \u0924\u093e\u0915\u093c\u0924 \u091c\u091f\u093f\u0932 \u0928\u093f\u0935\u0947\u0936 \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f\u094b\u0902, \u091c\u0948\u0938\u0947 \u0915\u093f \u0935\u0948\u0915\u0932\u094d\u092a\u093f\u0915 \u0928\u093f\u0935\u0947\u0936, \u092c\u0939\u0941-\u092e\u0941\u0926\u094d\u0930\u093e \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917, \u0914\u0930 \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u090f\u091f\u094d\u0930\u093f\u092c\u094d\u092f\u0942\u0936\u0928 \u0915\u094b \u0938\u0902\u092d\u093e\u0932\u0928\u0947 \u0915\u0940 \u0909\u0928\u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u092e\u0947\u0902 \u0928\u093f\u0939\u093f\u0924 \u0939\u0948\u0964 \u0935\u0947 \u0909\u0928 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0906\u0926\u0930\u094d\u0936 \u0939\u0948\u0902 \u091c\u094b \u0905\u092a\u0928\u0940 \u0916\u0941\u0926 \u0915\u0940 \u0928\u093f\u0935\u0947\u0936 \u0930\u0923\u0928\u0940\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902 \u0914\u0930 \u0905\u092a\u0928\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u092a\u0930 \u0926\u093e\u0928\u0947\u0926\u093e\u0930 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0930\u0916\u0924\u0940 \u0939\u0948\u0902\u0964 \u0939\u093e\u0932\u093e\u0901\u0915\u093f, \u0927\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0905\u0927\u093f\u0915 \u0938\u092e\u0917\u094d\u0930 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0905\u092a\u0928\u093e\u0928\u0947 \u0935\u093e\u0932\u0940 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f, \u0939\u0932\u094d\u0915\u0940 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0937\u092e\u0924\u093e \u090f\u0915 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0915\u092e\u0940 \u0939\u094b \u0938\u0915\u0924\u0940 \u0939\u0948\u0964 \u0939\u093e\u0932\u093e\u0901\u0915\u093f \u0907\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u094b \u0905\u0928\u094d\u092f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948, \u0932\u0947\u0915\u093f\u0928 \u0907\u0938\u0938\u0947 \u092c\u0939\u0941-\u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e \u0935\u093e\u0924\u093e\u0935\u0930\u0923 \u0915\u0940 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u093e\u0901 \u092b\u093f\u0930 \u0938\u0947 \u092a\u0948\u0926\u093e \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948\u0902\u0964 \u0907\u0938\u0932\u093f\u090f, \u0907\u0928 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u093e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u0938\u093e\u0935\u0927\u093e\u0928\u0940\u092a\u0942\u0930\u094d\u0935\u0915 \u0935\u093f\u091a\u093e\u0930 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f \u0915\u093f \u0909\u0928\u0915\u093e \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915 \u0927\u094d\u092f\u093e\u0928 \u0928\u093f\u0935\u0947\u0936 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u0930 \u0939\u0948 \u092f\u093e \u0938\u092e\u0917\u094d\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0928\u093f\u092f\u094b\u091c\u0928 \u092a\u0930\u0964 \u0907\u0938\u0915\u0940 \u0917\u0939\u0930\u093e\u0908 \u0938\u0947 \u091c\u093e\u0901\u091a <a href=\"https:\/\/www.investglass.com\/hi\/2025-%e0%a4%ae%e0%a5%87%e0%a4%82-%e0%a4%b8%e0%a5%8d%e0%a4%ae%e0%a4%be%e0%a4%b0%e0%a5%8d%e0%a4%9f-%e0%a4%a8%e0%a4%bf%e0%a4%b5%e0%a5%87%e0%a4%b6%e0%a4%95%e0%a5%8b%e0%a4%82-%e0%a4%95%e0%a5%87-%e0%a4%b2\/\" target=\"_self\">\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930<\/a> \u0909\u092a\u0932\u092c\u094d\u0927 \u0935\u093f\u0915\u0932\u094d\u092a\u094b\u0902 \u092a\u0930 \u0914\u0930 \u0905\u0927\u093f\u0915 \u0938\u094d\u092a\u0937\u094d\u091f\u0924\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-delivers-a-truly-centralised-solution\"><span class=\"ez-toc-section\" id=\"How_InvestGlass_Delivers_a_Truly_Centralised_Solution\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 (InvestGlass) \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u092f\u0915\u0943\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0948\u0938\u0947 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u091c\u092c\u0915\u093f \u0915\u0908 \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e \u090f\u0915 \u090f\u0915\u0940\u0915\u0943\u0924 \u0926\u0943\u0936\u094d\u092f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u093e \u0926\u093e\u0935\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, <strong>\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/strong> \u0907\u0938\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0947\u0936\u0947\u0935\u0930\u094b\u0902, \u091c\u093f\u0928\u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0914\u0930 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u0930 \u0926\u094b\u0928\u094b\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902, \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0914\u0930 \u0938\u0941\u0938\u0902\u0917\u0924 \u092a\u093e\u0930\u093f\u0938\u094d\u0925\u093f\u0924\u093f\u0915\u0940 \u0924\u0902\u0924\u094d\u0930 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0936\u0941\u0930\u0941\u0906\u0924 \u0938\u0947 \u0924\u0948\u092f\u093e\u0930 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u092f\u0939 \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0905\u092d\u094d\u092f\u093e\u0938 \u0915\u0947 \u0932\u093f\u090f \u0938\u0924\u094d\u092f \u0915\u0947 \u090f\u0915\u0932 \u0938\u094d\u0930\u094b\u0924 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u093e \u090f\u0915 \u092c\u0941\u0926\u094d\u0927\u093f\u092e\u093e\u0928, \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092c\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u093e\u0927\u093e\u0930\u0923 \u0921\u0947\u091f\u093e \u090f\u0915\u0924\u094d\u0930\u0940\u0915\u0930\u0923 \u0938\u0947 \u0906\u0917\u0947 \u0928\u093f\u0915\u0932 \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u0906\u0907\u090f \u0909\u0928 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0918\u091f\u0915\u094b\u0902 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e\u090f\u0902 \u091c\u094b InvestGlass \u0915\u094b \u0908\u092e\u0947\u0932, \u0915\u0949\u0932, \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0921\u0947\u091f\u093e \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0909\u0924\u094d\u0915\u0943\u0937\u094d\u091f \u0938\u092e\u093e\u0927\u093e\u0928 \u092c\u0928\u093e\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-a-crm-built-for-finance-at-its-core\"><span class=\"ez-toc-section\" id=\"A_CRM_Built_for_Finance_at_its_Core\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092b\u093e\u0907\u0928\u0947\u0902\u0938 \u0915\u0947 \u0932\u093f\u090f \u0905\u092a\u0928\u0940 \u092e\u0942\u0932 \u092a\u094d\u0930\u0915\u0943\u0924\u093f \u0938\u0947 \u092c\u0928\u093e \u0938\u0940\u0906\u0930\u090f\u092e<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0915\u0947\u0902\u0926\u094d\u0930\u0940\u092f\u0915\u0930\u0923 \u0915\u0940 \u0913\u0930 \u092f\u093e\u0924\u094d\u0930\u093e \u090f\u0915 \u0910\u0938\u0947 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0947 \u0936\u0941\u0930\u0942 \u0939\u094b\u0924\u0940 \u0939\u0948 \u091c\u094b \u0935\u093f\u0924\u094d\u0924 \u0915\u0940 \u092d\u093e\u0937\u093e \u0915\u094b \u0938\u092e\u091d\u0924\u093e \u0939\u0948\u0964 \u0938\u093e\u092e\u093e\u0928\u094d\u092f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0947 \u0935\u093f\u092a\u0930\u0940\u0924 \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b5%e0%a4%bf%e0%a4%a4%e0%a5%8d%e0%a4%a4%e0%a5%80%e0%a4%af-%e0%a4%b8%e0%a5%87%e0%a4%b5%e0%a4%be%e0%a4%93%e0%a4%82-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f-%e0%a4%b8%e0%a5%80%e0%a4%86\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0938\u0940\u0906\u0930\u090f\u092e<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u092f\u0939 \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0928\u093f\u0930\u094d\u092e\u093f\u0924 \u0939\u0948\u0964 \u0907\u0938\u0915\u093e \u092e\u0924\u0932\u092c \u0939\u0948 \u0915\u093f \u091c\u0948\u0938\u0947 \u0939\u0940 \u0906\u092a \u0932\u0949\u0917 \u0907\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0938\u093f\u0938\u094d\u091f\u092e \u0909\u0928 \u0905\u0935\u0927\u093e\u0930\u0923\u093e\u0913\u0902 \u0915\u0947 \u0907\u0930\u094d\u0926-\u0917\u093f\u0930\u094d\u0926 \u0938\u0902\u0930\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u091c\u094b \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092e\u093e\u092f\u0928\u0947 \u0930\u0916\u0924\u0940 \u0939\u0948\u0902: \u092a\u0930\u093f\u0935\u093e\u0930, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0916\u093e\u0924\u0947, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0935\u0930\u094d\u0917\u0940\u0915\u0930\u0923 (\u091c\u0948\u0938\u0947 MiFID \u0938\u094d\u0925\u093f\u0924\u093f), \u0914\u0930 \u091c\u091f\u093f\u0932 \u0938\u0902\u092c\u0902\u0927 \u092e\u0948\u092a\u093f\u0902\u0917\u0964 \u092f\u0939 \u092e\u0942\u0932 \u0938\u092e\u091d \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u094b \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0921\u0947\u091f\u093e \u0915\u094b \u090f\u0915 \u0910\u0938\u0947 \u092a\u0930\u093f\u0937\u094d\u0915\u093e\u0930 \u0915\u0947 \u0938\u093e\u0925 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0914\u0930 \u0935\u094d\u092f\u093e\u0916\u094d\u092f\u093e \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u0940 \u0939\u0948 \u091c\u094b \u0938\u093e\u092e\u093e\u0928\u094d\u092f \u0938\u093f\u0938\u094d\u091f\u092e \u092e\u0947\u0932 \u0928\u0939\u0940\u0902 \u0916\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, CRM \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u092a\u0930\u093f\u0935\u093e\u0930 \u0915\u0947 \u0938\u0926\u0938\u094d\u092f\u094b\u0902 \u0915\u094b \u091c\u094b\u0921\u093c \u0938\u0915\u0924\u093e \u0939\u0948, \u0909\u0928\u0915\u0940 \u0915\u0941\u0932 \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948, \u0914\u0930 \u0909\u0928\u0915\u0947 \u0915\u093e\u0928\u0942\u0928\u0940 \u0914\u0930 \u0932\u0947\u0916\u093e \u092a\u0947\u0936\u0947\u0935\u0930\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948, \u092f\u0939 \u0938\u092c \u090f\u0915 \u0939\u0940, \u0938\u0939\u091c \u0907\u0902\u091f\u0930\u092b\u093c\u0947\u0938 \u0915\u0947 \u092d\u0940\u0924\u0930\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092f\u0939 \u0935\u093f\u0924\u094d\u0924\u0940\u092f-\u092e\u0942\u0932 \u0922\u093e\u0902\u091a\u093e \u0935\u0939 \u0906\u0927\u093e\u0930\u0936\u093f\u0932\u093e \u0939\u0948 \u091c\u093f\u0938 \u092a\u0930 \u0905\u0928\u094d\u092f \u0938\u092d\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902 \u091f\u093f\u0915\u0940 \u0939\u0941\u0908 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u091c\u092c \u0905\u0928\u094d\u092f \u0938\u094d\u0930\u094b\u0924\u094b\u0902, \u091c\u0948\u0938\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092b\u093c\u0940\u0921 \u092f\u093e \u0908\u092e\u0947\u0932 \u0915\u094d\u0932\u093e\u0907\u0902\u091f\u094d\u0938 \u0938\u0947 \u0921\u0947\u091f\u093e \u0915\u094b \u0938\u093f\u0938\u094d\u091f\u092e \u092e\u0947\u0902 \u0932\u093e\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u0924\u094b \u0909\u0938\u0947 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915 \u092c\u0928\u093e\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u0915\u093f\u0938\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u093e \u0908\u092e\u0947\u0932 \u0915\u0947\u0935\u0932 \u092a\u093e\u0920 \u0915\u093e \u090f\u0915 \u091f\u0941\u0915\u0921\u093c\u093e \u0928\u0939\u0940\u0902 \u0939\u0948; \u092f\u0939 \u090f\u0915 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0935\u094d\u092f\u0915\u094d\u0924\u093f, \u0909\u0928\u0915\u0947 \u092a\u0930\u093f\u0935\u093e\u0930, \u0909\u0928\u0915\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0914\u0930 \u0909\u0928\u0915\u0947 \u0939\u093e\u0932\u093f\u092f\u093e \u0938\u0947\u0935\u093e \u0907\u0924\u093f\u0939\u093e\u0938 \u0938\u0947 \u091c\u0941\u0921\u093c\u093e \u0939\u0941\u0906 \u090f\u0915 \u0938\u0902\u0935\u093e\u0926 \u0939\u0948\u0964 \u092f\u0939 \u0924\u0924\u094d\u0915\u093e\u0932 \u0938\u0902\u0926\u0930\u094d\u092d \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0905\u0927\u093f\u0915 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0914\u0930 \u0926\u0915\u094d\u0937\u0924\u093e \u0915\u0947 \u0938\u093e\u0925 \u091c\u0935\u093e\u092c \u0926\u0947\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-seamless-integration-with-your-digital-life\"><span class=\"ez-toc-section\" id=\"Seamless_Integration_with_Your_Digital_Life\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0906\u092a\u0915\u0947 \u0921\u093f\u091c\u093f\u091f\u0932 \u091c\u0940\u0935\u0928 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0939\u091c \u090f\u0915\u0940\u0915\u0930\u0923<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">InvestGlass \u0915\u094b \u090f\u0915 \u090f\u0921\u0935\u093e\u0907\u091c\u093c\u0930 \u0915\u0947 \u0921\u093f\u091c\u093f\u091f\u0932 \u091c\u0940\u0935\u0928 \u0915\u093e \u0915\u0947\u0902\u0926\u094d\u0930 \u092c\u0928\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948, \u0914\u0930 \u092f\u0939 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940, \u0938\u0939\u091c \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0938\u0940\u0927\u0947 Microsoft Outlook \u0914\u0930 Google Workspace \u0938\u0947 \u091c\u0941\u0921\u093c\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0908\u092e\u0947\u0932 \u0914\u0930 \u0915\u0948\u0932\u0947\u0902\u0921\u0930 \u0907\u0935\u0947\u0902\u091f\u094d\u0938 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0938\u093f\u0902\u0915 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0938\u0947 \u0938\u0902\u091a\u093e\u0930 \u0915\u094b \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0930\u0942\u092a \u0938\u0947 \u0926\u0930\u094d\u091c \u0915\u0930\u0928\u0947 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0938\u092e\u093e\u092a\u094d\u0924 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948\u0964 \u090f\u0915 \u090f\u0921\u0935\u093e\u0907\u091c\u093c\u0930 \u0905\u092a\u0928\u0947 \u0906\u0909\u091f\u0932\u0941\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0947 \u0908\u092e\u0947\u0932 \u092d\u0947\u091c \u0938\u0915\u0924\u093e \u0939\u0948, \u0914\u0930 \u0909\u0938\u0915\u0940 \u090f\u0915 \u092a\u094d\u0930\u0924\u093f \u0924\u0941\u0930\u0902\u0924 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 InvestGlass \u092e\u0947\u0902 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0947 \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u092e\u0947\u0902 \u0938\u0939\u0947\u091c \u0932\u0940 \u091c\u093e\u0924\u0940 \u0939\u0948\u0964 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0938\u0902\u091a\u093e\u0930 \u0907\u0924\u093f\u0939\u093e\u0938 \u0939\u092e\u0947\u0936\u093e \u092a\u0942\u0930\u094d\u0923 \u0914\u0930 \u0905\u0926\u094d\u092f\u0924\u0928 (\u0905\u092a-\u091f\u0942-\u0921\u0947\u091f) \u0930\u0939\u0947, \u091c\u093f\u0938\u0938\u0947 \u090f\u0915 \u0905\u091f\u0942\u091f \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932 \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0932\u0947\u0915\u093f\u0928 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947\u0935\u0932 \u0908\u092e\u0947\u0932 \u0914\u0930 \u0915\u0948\u0932\u0947\u0902\u0921\u0930 \u0938\u0947 \u0915\u0939\u0940\u0902 \u0905\u0927\u093f\u0915 \u0917\u0939\u0930\u093e \u0939\u0948\u0964 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u093e \u0916\u0941\u0932\u093e \u0906\u0930\u094d\u0915\u093f\u091f\u0947\u0915\u094d\u091a\u0930 \u0907\u0938\u0947 API \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0924\u0943\u0924\u0940\u092f-\u092a\u0915\u094d\u0937 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0940 \u090f\u0915 \u0935\u093f\u0938\u094d\u0924\u0943\u0924 \u0936\u094d\u0930\u0943\u0902\u0916\u0932\u093e \u0938\u0947 \u091c\u0941\u0921\u093c\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u092e\u0947\u0902 \u0915\u0938\u094d\u091f\u094b\u0921\u093f\u092f\u0932 \u092b\u093c\u0940\u0921, \u092c\u093e\u091c\u093c\u093e\u0930 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u0914\u0930 \u0905\u0928\u094d\u092f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0915\u094d\u0937\u092e\u0924\u093e \u0915\u093f\u0938\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0926\u0941\u0928\u093f\u092f\u093e \u0915\u093e \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u092c\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964 \u0915\u0908 \u0915\u0938\u094d\u091f\u094b\u0921\u093f\u092f\u0928\u094b\u0902 \u0938\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0921\u0947\u091f\u093e \u0916\u0940\u0902\u091a\u0915\u0930, InvestGlass \u0915\u093f\u0938\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0940 \u0915\u0941\u0932 \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0915\u093e \u090f\u0915 \u0938\u092e\u0947\u0915\u093f\u0924 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u092a\u094d\u0930\u0938\u094d\u0924\u0941\u0924 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948, \u092d\u0932\u0947 \u0939\u0940 \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0915\u0939\u0940\u0902 \u092d\u0940 \u0930\u0916\u0940 \u0917\u0908 \u0939\u094b\u0964 \u092f\u0939 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947\u0935\u0932 \u090f\u0915 \u0938\u0941\u0935\u093f\u0927\u093e \u0928\u0939\u0940\u0902 \u0939\u0948; \u092f\u0939 \u0938\u092e\u0917\u094d\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u092e\u0942\u0932\u092d\u0942\u0924 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-power-of-no-code-automation\"><span class=\"ez-toc-section\" id=\"The_Power_of_No-Code_Automation\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0928\u094b-\u0915\u094b\u0921 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0915\u0940 \u0936\u0915\u094d\u0924\u093f<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 (InvestGlass) \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0940 \u0938\u092c\u0938\u0947 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u092e\u0947\u0902 \u0938\u0947 \u090f\u0915 \u0907\u0938\u0915\u093e \u0928\u094b-\u0915\u094b\u0921 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0907\u0902\u091c\u0928 \u0939\u0948\u0964 \u092f\u0939 \u091f\u0942\u0932 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0914\u0930 \u0909\u0928\u0915\u0940 \u091f\u0940\u092e\u094b\u0902 \u0915\u094b \u092c\u093f\u0928\u093e \u090f\u0915 \u092d\u0940 \u0932\u093e\u0907\u0928 \u0915\u094b\u0921 \u0932\u093f\u0916\u0947, \u091c\u091f\u093f\u0932 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0914\u0930 \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0926\u0915\u094d\u0937\u0924\u093e \u0914\u0930 \u092e\u093e\u0928\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0917\u0947\u092e-\u091a\u0947\u0902\u091c\u0930 \u0939\u0948\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u090f\u0915 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092b\u0930\u094d\u092e \u090f\u0915 \u092c\u0939\u0941-\u091a\u0930\u0923\u0940\u092f <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%95%e0%a5%89%e0%a4%b0%e0%a5%8d%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%87%e0%a4%9f-%e0%a4%ac%e0%a5%88%e0%a4%82%e0%a4%95%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0935\u0939 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u091c\u094b \u0915\u093f\u0938\u0940 \u0928\u090f \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u0930\u0941\u091a\u093f \u0926\u093f\u0916\u093e\u0928\u0947 \u092a\u0930 \u0938\u094d\u0935\u0924\u0903 \u0936\u0941\u0930\u0942 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948\u0964 \u0907\u0938 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092e\u0947\u0902 \u090f\u0915 \u0936\u0941\u0930\u0941\u0906\u0924\u0940 \u0908\u092e\u0947\u0932 \u092d\u0947\u091c\u0928\u093e, \u090f\u0915 \u0921\u093f\u0938\u094d\u0915\u0935\u0930\u0940 \u0915\u0949\u0932 \u0936\u0947\u0921\u094d\u092f\u0942\u0932 \u0915\u0930\u0928\u093e, \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u090f\u0915 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u094b \u0938\u094c\u0902\u092a\u0928\u093e \u0914\u0930 \u0909\u0928\u094d\u0939\u0947\u0902 \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0921\u093f\u091c\u093f\u091f\u0932 \u092b\u093c\u0948\u0915\u094d\u091f-\u092b\u093c\u093e\u0907\u0902\u0921 \u092b\u093c\u0949\u0930\u094d\u092e \u092d\u0947\u091c\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u091a\u0930\u0923 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u0914\u0930 \u0905\u0928\u0941\u0938\u094d\u092e\u093e\u0930\u0915 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u092d\u0947\u091c\u0947 \u091c\u093e\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0915\u093f \u0915\u0941\u091b \u092d\u0940 \u091b\u0942\u091f\u0947 \u0928\u0939\u0940\u0902\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092f\u0939 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0905\u092d\u094d\u092f\u093e\u0938 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0938\u092d\u0940 \u092a\u0939\u0932\u0941\u0913\u0902 \u0924\u0915 \u092b\u0948\u0932\u093e \u0939\u0941\u0906 \u0939\u0948\u0964 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u0940 \u0924\u0948\u092f\u093e\u0930\u0940 \u0915\u0930\u0928\u0947, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947, \u092f\u093e \u092f\u0939\u093e\u0901 \u0924\u0915 \u0915\u093f \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092c\u0928\u093e\u090f \u091c\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ae%e0%a4%be%e0%a4%b0%e0%a5%8d%e0%a4%95%e0%a5%87%e0%a4%9f%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%85%e0%a4%ad%e0%a4%bf%e0%a4%af%e0%a4%be%e0%a4%a8-%e0%a4%95%e0%a5%8d%e0%a4%af%e0%a4%be-%e0%a4%b9\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0935\u093f\u092a\u0923\u0928 \u0905\u092d\u093f\u092f\u093e\u0928<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u090f\u0915 \u0910\u0938\u093e \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948 \u091c\u094b \u0909\u0928 \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0947 \u091c\u093f\u0928\u0915\u0940 \u091c\u094b\u0916\u093f\u092e \u0938\u0939\u0928\u0936\u0940\u0932\u0924\u093e \u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u093e \u0938\u092e\u092f \u0906 \u0917\u092f\u093e \u0939\u0948, \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u090f\u0915 \u092c\u0948\u0920\u0915 \u0936\u0947\u0921\u094d\u092f\u0942\u0932 \u0915\u0930\u0947, \u0914\u0930 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u094b \u0906\u0935\u0936\u094d\u092f\u0915 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0928\u0947 \u0915\u093e \u0915\u093e\u0930\u094d\u092f \u0938\u094c\u0902\u092a\u0947\u0964 \u0907\u0928 \u0928\u093f\u092f\u092e\u093f\u0924 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0915\u0947, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092e\u0942\u0932\u094d\u092f\u0935\u093e\u0928 \u0938\u092e\u092f \u092c\u091a\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0909\u0938 \u091a\u0940\u091c\u093c \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u091c\u094b \u0935\u0947 \u0938\u092c\u0938\u0947 \u0905\u091a\u094d\u091b\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902: \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0902\u092c\u0902\u0927 \u092c\u0928\u093e\u0928\u093e \u0914\u0930 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u0938\u0932\u093e\u0939 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e\u0964 \u0907\u0938 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a8%e0%a5%8b-%e0%a4%95%e0%a5%8b%e0%a4%a1-%e0%a4%91%e0%a4%9f%e0%a5%8b%e0%a4%ae%e0%a5%87%e0%a4%b6%e0%a4%a8-%e0%a4%95%e0%a5%87-3-%e0%a4%b8%e0%a4%b0%e0%a5%8d%e0%a4%b5%e0%a4%b6%e0%a5%8d%e0%a4%b0\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0928\u094b-\u0915\u094b\u0921 \u0911\u091f\u094b\u092e\u0947\u0936\u0928<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u094b \u0932\u094b\u0915\u0924\u093e\u0902\u0924\u094d\u0930\u093f\u0915 \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u0915\u093e\u092e \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0932\u094b\u0917\u094b\u0902 \u0915\u094b \u0909\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u094b \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u092e\u093f\u0932\u0924\u0940 \u0939\u0948 \u091c\u094b \u0909\u0928\u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-a-client-facing-portal-that-strengthens-relationships\"><span class=\"ez-toc-section\" id=\"A_Client-Facing_Portal_that_Strengthens_Relationships\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u090f\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f-\u092b\u0947\u0938\u093f\u0902\u0917 \u092a\u094b\u0930\u094d\u091f\u0932 \u091c\u094b \u0930\u093f\u0936\u094d\u0924\u094b\u0902 \u0915\u094b \u092e\u091c\u092c\u0942\u0924 \u0915\u0930\u0924\u093e \u0939\u0948<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0907\u0915\u094b\u0938\u093f\u0938\u094d\u091f\u092e \u092e\u0947\u0902 \u090f\u0915 \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 \u0914\u0930 \u0905\u0924\u094d\u092f\u0927\u093f\u0915 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u092f\u094b\u0917\u094d\u092f <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a7%e0%a4%a8-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%a8-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f-%e0%a4%a8%e0%a4%bf%e0%a4%b5%e0%a5%87%e0%a4%b6%e0%a4%95-%e0%a4%aa\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0928\u093f\u0935\u0947\u0936\u0915 \u092a\u094b\u0930\u094d\u091f\u0932<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u092f\u0939 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924, \u092c\u094d\u0930\u093e\u0902\u0921\u0947\u0921 \u092a\u094b\u0930\u094d\u091f\u0932 \u0906\u092a\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093f\u091f\u0932 \u0917\u0947\u091f\u0935\u0947 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u0909\u0928\u094d\u0939\u0947\u0902 \u0909\u0928\u0915\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0924\u0915 \u0911\u0928-\u0921\u093f\u092e\u093e\u0902\u0921 \u092a\u0939\u0941\u0902\u091a \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u092a\u0928\u0947 \u0938\u092e\u0947\u0915\u093f\u0924 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0947 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u094b \u0926\u0947\u0916\u0928\u0947, \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0914\u0930 \u0938\u094d\u091f\u0947\u091f\u092e\u0947\u0902\u091f \u0924\u0915 \u092a\u0939\u0941\u0902\u091a\u0928\u0947 \u0914\u0930 \u0906\u092a\u0915\u0947 \u0926\u094d\u0935\u093e\u0930\u093e \u0909\u0928\u0915\u0947 \u0938\u093e\u0925 \u0938\u093e\u091d\u093e \u0915\u093f\u090f \u0917\u090f \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u094b\u0902 \u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0932\u0949\u0917\u093f\u0928 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0915\u093e \u092f\u0939 \u0938\u094d\u0924\u0930 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u092a\u0948\u0926\u093e \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0909\u0928\u0915\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u091c\u0940\u0935\u0928 \u092e\u0947\u0902 \u0905\u0927\u093f\u0915 \u0938\u0915\u094d\u0930\u093f\u092f \u092d\u0942\u092e\u093f\u0915\u093e \u0928\u093f\u092d\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0936\u0915\u094d\u0924 \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u092a\u094b\u0930\u094d\u091f\u0932 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u091a\u093e\u0930 \u0914\u0930 \u0938\u0939\u092f\u094b\u0917 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0909\u092a\u0915\u0930\u0923 \u0939\u0948\u0964 \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u093e \u0906\u0926\u093e\u0928-\u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0905\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0908\u092e\u0947\u0932 \u092a\u0930 \u092d\u0930\u094b\u0938\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u092c\u091c\u093e\u092f, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0940 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u092e\u0948\u0938\u0947\u091c\u093f\u0902\u0917 \u0938\u0941\u0935\u093f\u0927\u093e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0938\u092d\u0940 \u0938\u0902\u091a\u093e\u0930 \u090f\u0928\u094d\u0915\u094d\u0930\u093f\u092a\u094d\u091f\u0947\u0921 \u0914\u0930 \u0932\u0949\u0917 \u0915\u093f\u090f \u091c\u093e\u0924\u0947 \u0939\u0948\u0902, \u091c\u094b \u090f\u0915 \u0938\u094d\u092a\u0937\u094d\u091f \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0921\u093f\u0932\u0940\u0935\u0930 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092d\u0940 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948 \u0914\u0930 <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a5%80%e0%a4%a1%e0%a5%80%e0%a4%8f%e0%a4%ab-%e0%a4%a6%e0%a4%b8%e0%a5%8d%e0%a4%a4%e0%a4%be%e0%a4%b5%e0%a5%87%e0%a4%9c%e0%a4%bc-%e0%a4%aa%e0%a4%b0-%e0%a4%b9%e0%a4%b8%e0%a5%8d%e0%a4%a4-2\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u094b\u0902 \u092a\u0930 \u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930 \u0915\u0930\u0947\u0902<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0907\u0932\u0947\u0915\u094d\u091f\u094d\u0930\u0949\u0928\u093f\u0915 \u0930\u0942\u092a \u0938\u0947, \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \u0914\u0930 \u0905\u0928\u0941\u092c\u0902\u0927 \u0928\u0935\u0940\u0928\u0940\u0915\u0930\u0923 \u091c\u0948\u0938\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u092e\u0947\u0902 \u0928\u093e\u091f\u0915\u0940\u092f \u0930\u0942\u092a \u0938\u0947 \u0924\u0947\u091c\u0940 \u0932\u093e\u0924\u0947 \u0939\u0941\u090f\u0964 \u090f\u0915 \u0906\u0927\u0941\u0928\u093f\u0915, \u0938\u0939\u091c \u0914\u0930 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 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id=\"Unwavering_Commitment_to_Compliance_and_Data_Security\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u0905\u0921\u093f\u0917 \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0905\u0924\u094d\u092f\u0927\u093f\u0915 \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0909\u0926\u094d\u092f\u094b\u0917 \u092e\u0947\u0902, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0938\u0947 \u0938\u092e\u091d\u094c\u0924\u093e \u0928\u0939\u0940\u0902 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 (InvestGlass) \u0915\u094b FINMA, MiFID II \u0914\u0930 GDPR \u091c\u0948\u0938\u0947 \u0928\u093f\u092f\u093e\u092e\u0915\u094b\u0902 \u0915\u0940 \u0915\u0921\u093c\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0940 \u0917\u0908 \u092e\u091c\u092c\u0942\u0924 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u0940 \u0928\u0940\u0902\u0935 \u092a\u0930 \u092c\u0928\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u0926\u0947\u0916\u0928\u0947 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0908\u092e\u0947\u0932 \u092d\u0947\u091c\u0928\u0947 \u0924\u0915 \u0938\u092d\u0940 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0915\u093e \u090f\u0915 \u0938\u0902\u092a\u0942\u0930\u094d\u0923, \u0938\u092e\u092f-\u0938\u094d\u091f\u0948\u092e\u094d\u092a\u094d\u0921 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0901 \u0935\u093f\u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u092a\u093e\u0932\u0928 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930 \u0938\u0915\u0947\u0902\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0930\u0942\u092a \u0938\u0947, \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 (InvestGlass) \u0924\u0948\u0928\u093e\u0924\u0940 \u092e\u0947\u0902 \u0905\u0926\u094d\u0935\u093f\u0924\u0940\u092f \u0932\u091a\u0940\u0932\u093e\u092a\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u092e\u0947\u0902 \u0907\u0938\u0915\u0947 \u0935\u093f\u0915\u0932\u094d\u092a \u092d\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902 <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%9c%e0%a5%8b%e0%a4%96%e0%a4%bf%e0%a4%ae-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%a8-%e0%a4%b8%e0%a5%8d%e0%a4%b5%e0%a4%bf%e0%a4%b8-%e0%a4%b8%e0%a4%82%e0%a4%aa%e0%a5%8d\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0911\u0928-\u092a\u094d\u0930\u093f\u092e\u093e\u0907\u0938\u0947\u0938 \u0907\u0902\u0938\u094d\u091f\u0949\u0932\u0947\u0936\u0928 \u092f\u093e \u0938\u0949\u0935\u0930\u0947\u0928 \u0938\u094d\u0935\u093f\u0938 \u0915\u094d\u0932\u093e\u0909\u0921 \u092e\u0947\u0902 \u0939\u094b\u0938\u094d\u091f\u093f\u0902\u0917<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u0907\u0938\u0938\u0947 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u0905\u092a\u0928\u0947 \u0921\u0947\u091f\u093e \u092a\u0930 \u092a\u0942\u0930\u094d\u0923 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u092e\u093f\u0932\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0935\u0947 \u0921\u0947\u091f\u093e \u0930\u0947\u091c\u093f\u0921\u0947\u0902\u0938\u0940 \u0914\u0930 \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u0915\u0940 \u0938\u092c\u0938\u0947 \u0915\u0921\u093c\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092d\u0940 \u092a\u0942\u0930\u093e \u0915\u0930 \u0938\u0915\u0924\u0940 \u0939\u0948\u0902\u0964 \u091c\u094b \u092b\u0930\u094d\u092e\u094d\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0947\u0924\u0940 \u0939\u0948\u0902 \u0914\u0930 \u092a\u092c\u094d\u0932\u093f\u0915 \u0915\u094d\u0932\u093e\u0909\u0921 \u0935\u093e\u0924\u093e\u0935\u0930\u0923 \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0938\u0947 \u092c\u091a\u0928\u093e \u091a\u093e\u0939\u0924\u0940 \u0939\u0948\u0902, \u0909\u0928\u0915\u0947 \u0932\u093f\u090f \u092f\u0939 \u090f\u0915 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0905\u0902\u0924\u0930 \u0939\u0948\u0964 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u092f\u0939 \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e \u0915\u0947\u0935\u0932 \u090f\u0915 \u0914\u092a\u091a\u093e\u0930\u093f\u0915\u0924\u093e \u092a\u0942\u0930\u0940 \u0915\u0930\u0928\u093e \u0928\u0939\u0940\u0902 \u0939\u0948; \u092f\u0939 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092b\u0930\u094d\u092e \u0914\u0930 \u0909\u0938\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0926\u094b\u0928\u094b\u0902 \u0915\u094b \u092e\u093e\u0928\u0938\u093f\u0915 \u0936\u093e\u0902\u0924\u093f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0915\u093f \u0909\u0928\u0915\u0940 \u0938\u092c\u0938\u0947 \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0939\u092e\u0947\u0936\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0939\u0947 <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%91%e0%a4%a8%e0%a4%b2%e0%a4%be%e0%a4%87%e0%a4%a8-%e0%a4%b8%e0%a5%81%e0%a4%b0%e0%a4%95%e0%a5%8d%e0%a4%b7%e0%a4%bf%e0%a4%a4-%e0%a4%9f%e0%a5%87%e0%a4%95%e0%a5%8d%e0%a4%b8%e0%a5%8d%e0%a4%9f\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0938\u0902\u0930\u0915\u094d\u0937\u093f\u0924<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u0907\u0938\u0938\u0947 \u092f\u0939 \u0939\u094b\u0924\u093e \u0939\u0948 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0938\u0941\u0930\u0915\u094d\u0937\u093e-\u0938\u091a\u0947\u0924 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0905\u0917\u094d\u0930\u0923\u0940 \u092a\u0938\u0902\u0926\u0964.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-and-training-ensuring-a-smooth-transition\"><span class=\"ez-toc-section\" id=\"Implementation_and_Training_Ensuring_a_Smooth_Transition\"><\/span>\u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0914\u0930 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923: \u090f\u0915 \u0938\u0941\u091a\u093e\u0930\u0942 \u0938\u0902\u0915\u094d\u0930\u092e\u0923 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0928\u090f \u0938\u0940\u0906\u0930\u090f\u092e \u092f\u093e \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e \u0909\u092a\u0915\u0930\u0923 \u0915\u094b \u0938\u092b\u0932\u0924\u093e\u092a\u0942\u0930\u094d\u0935\u0915 \u0905\u092a\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0942\u0915\u094d\u0937\u094d\u092e \u092f\u094b\u091c\u0928\u093e \u0914\u0930 \u0935\u094d\u092f\u093e\u092a\u0915 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0930\u092e\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0938\u0902\u0917\u0920\u0928\u094b\u0902 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f, \u090f\u0915 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u093f\u0924 \u0938\u0902\u0915\u094d\u0930\u092e\u0923 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e \u090f\u0915 \u0905\u091a\u094d\u091b\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0938\u0902\u0930\u091a\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0938\u0947 \u0936\u0941\u0930\u0942 \u0939\u094b\u0924\u093e \u0939\u0948 \u091c\u094b \u092a\u094d\u0930\u092e\u0941\u0916 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u0947\u0936 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0926\u0948\u0928\u093f\u0915 \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0915\u0948\u0938\u0947 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948 \u0915\u093f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0914\u0930 \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u0915\u0930\u094d\u092e\u091a\u093e\u0930\u093f\u092f\u094b\u0902 \u0938\u0939\u093f\u0924 \u0938\u092d\u0940 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e\u0913\u0902 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0939\u094b \u091c\u094b \u0928 \u0915\u0947\u0935\u0932 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0915\u0947 \u0924\u0915\u0928\u0940\u0915\u0940 \u092a\u0939\u0932\u0941\u0913\u0902 \u0915\u094b \u092c\u0932\u094d\u0915\u093f \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u094b\u091c\u0928\u093e \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u0913\u0902 \u0915\u094b \u092d\u0940 \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0924\u093e \u0939\u094b\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0915\u094b \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u092e\u0930\u094d\u0925\u0928 \u092d\u0940 \u0909\u0924\u0928\u093e \u0939\u0940 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092c\u0928\u093e \u0930\u0939\u0924\u093e \u0939\u0948\u0964 \u0935\u093f\u0936\u094d\u0935\u0938\u0928\u0940\u092f \u0938\u0902\u0938\u093e\u0927\u0928\u094b\u0902, \u0938\u092e\u0930\u094d\u092a\u093f\u0924 \u0939\u0947\u0932\u094d\u092a \u0921\u0947\u0938\u094d\u0915 \u0914\u0930 \u0928\u093f\u092f\u092e\u093f\u0924 \u0938\u093f\u0938\u094d\u091f\u092e \u0905\u092a\u0921\u0947\u091f \u0924\u0915 \u092a\u0939\u0941\u0902\u091a \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948 \u0915\u093f \u0915\u093f\u0938\u0940 \u092d\u0940 \u092a\u094d\u0930\u0936\u094d\u0928 \u092f\u093e \u091a\u0941\u0928\u094c\u0924\u0940 \u0915\u093e \u0924\u0941\u0930\u0902\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0947, \u091c\u093f\u0938\u0938\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0947\u0935\u093e \u092e\u093e\u0928\u0915\u094b\u0902 \u092e\u0947\u0902 \u0935\u094d\u092f\u0935\u0927\u093e\u0928 \u0915\u092e \u0938\u0947 \u0915\u092e \u0939\u094b\u0964 \u0928\u090f \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0947 \u0928\u093f\u092f\u092e\u093f\u0924 \u0911\u0921\u093f\u091f \u0914\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0902 \u0906\u0917\u0947 \u0915\u0947 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u0915\u0947 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0915\u093f \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0938\u0902\u0917\u0920\u0928 \u0915\u0940 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925-\u0938\u093e\u0925 \u0935\u093f\u0915\u0938\u093f\u0924 \u0939\u094b\u0924\u0940 \u0930\u0939\u0947\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u094d\u092f\u093e\u092a\u0915 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0939\u093e\u092f\u0924\u093e \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0915\u0930\u0915\u0947, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0905\u092a\u0928\u0947 \u0928\u090f \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u0947 \u0932\u093e\u092d\u094b\u0902 \u0915\u094b \u0905\u0927\u093f\u0915\u0924\u092e \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u094b \u092c\u0922\u093c\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0905\u0935\u0927\u093f \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947\u0935\u093e \u0915\u0947 \u0909\u091a\u094d\u091a\u0924\u092e \u092e\u093e\u0928\u0915 \u0915\u094b \u092c\u0928\u093e\u090f \u0930\u0916 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0905\u0928\u0941\u0936\u093e\u0938\u093f\u0924 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0926\u0940\u0930\u094d\u0918\u0915\u093e\u0932\u093f\u0915 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0938\u092b\u0932\u0924\u093e \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0906\u0927\u093e\u0930 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0924\u0947\u091c\u0940 \u0938\u0947 \u0935\u093f\u0915\u0938\u093f\u0924 \u0939\u094b \u0930\u0939\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u0915\u0947 \u092d\u0940\u0924\u0930 \u092b\u0930\u094d\u092e \u091a\u0941\u0938\u094d\u0924 \u0914\u0930 \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u092c\u0928\u0940 \u0930\u0939\u0947\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions_FAQs\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0905\u0915\u094d\u0938\u0930 \u092a\u0942\u091b\u0947 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u094d\u0930\u0936\u094d\u0928 (FAQs)<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">1. \u0906\u0927\u0941\u0928\u093f\u0915 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0907\u0924\u0928\u093e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0915\u094d\u092f\u094b\u0902 \u0939\u0948?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u092f\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948 \u0915\u094d\u092f\u094b\u0902\u0915\u093f \u092f\u0939 \u0921\u0947\u091f\u093e \u0935\u093f\u0916\u0902\u0921\u0928 \u0915\u0940 \u0938\u092e\u0938\u094d\u092f\u093e \u0915\u093e \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0902\u091a\u093e\u0930, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0921\u0947\u091f\u093e \u0914\u0930 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u090f\u0915 \u0939\u0940 \u0926\u0943\u0936\u094d\u092f \u092e\u0947\u0902 \u0932\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u093e \u0915\u093e\u092b\u0940 \u0938\u092e\u092f \u092c\u091a\u0924\u093e \u0939\u0948, \u0924\u094d\u0930\u0941\u091f\u093f\u092f\u093e\u0901 \u0915\u092e \u0939\u094b\u0924\u0940 \u0939\u0948\u0902, \u0914\u0930 \u0909\u0928\u094d\u0939\u0947\u0902 \u0905\u0927\u093f\u0915 \u0938\u092e\u0917\u094d\u0930 \u0924\u0925\u093e \u0938\u0915\u094d\u0930\u093f\u092f \u0938\u0932\u093e\u0939 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964 \u092f\u0939 360-\u0921\u093f\u0917\u094d\u0930\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0926\u0943\u0936\u094d\u092f \u0915\u0941\u0936\u0932 \u0914\u0930 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0906\u0927\u0941\u0928\u093f\u0915 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0915\u0940 \u0928\u0940\u0902\u0935 \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u0915\u094d\u092f\u093e \u092e\u0948\u0902 \u0905\u092a\u0928\u0947 \u092e\u094c\u091c\u0942\u0926\u093e \u0908\u092e\u0947\u0932 \u0914\u0930 \u0915\u0948\u0932\u0947\u0902\u0921\u0930 \u0915\u094b \u0907\u0928 \u091f\u0942\u0932 \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0942\u0901?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0939\u093e\u0901, InvestGlass \u091c\u0948\u0938\u0947 \u092a\u094d\u0930\u092e\u0941\u0916 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u094b Microsoft Outlook \u0914\u0930 Google Workspace \u091c\u0948\u0938\u0947 \u0938\u093e\u092e\u093e\u0928\u094d\u092f \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u0938\u0942\u091f \u0915\u0947 \u0938\u093e\u0925 \u0938\u0939\u091c\u0924\u093e \u0938\u0947 \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u0907\u0938\u0938\u0947 \u0908\u092e\u0947\u0932 \u0914\u0930 \u0915\u0948\u0932\u0947\u0902\u0921\u0930 \u0907\u0935\u0947\u0902\u091f\u094d\u0938 \u0938\u0940\u0927\u0947 CRM \u092e\u0947\u0902 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0947 \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u092e\u0947\u0902 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0938\u093f\u0902\u0915\u094d\u0930\u0928\u093e\u0907\u091c\u093c \u0939\u094b \u091c\u093e\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u092c\u093f\u0928\u093e \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0921\u0947\u091f\u093e \u090f\u0902\u091f\u094d\u0930\u0940 \u0915\u0947 \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u0914\u0930 \u0938\u0939\u091c \u0938\u0902\u091a\u093e\u0930 \u0907\u0924\u093f\u0939\u093e\u0938 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u090f\u0915 \u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0914\u0930 \u090f\u0915 \u0938\u0940\u0906\u0930\u090f\u092e-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u092e\u0947\u0902 \u0915\u094d\u092f\u093e \u0905\u0902\u0924\u0930 \u0939\u0948?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 (InvestGlass) \u091c\u0948\u0938\u093e \u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e, \u0938\u0940\u0906\u0930\u090f\u092e, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u0905\u0928\u094d\u092f \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u093e \u090f\u0915 \u090f\u0915\u0932, \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u090f\u0915\u0940\u0915\u0943\u0924 \u0938\u0942\u091f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u090f\u0915 \u0938\u0939\u091c \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0938\u0947\u0932\u094d\u0938\u092b\u094b\u0930\u094d\u0938 (Salesforce) \u091c\u0948\u0938\u093e \u0938\u0940\u0906\u0930\u090f\u092e-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928, \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930 \u092e\u0947\u0902 \u0930\u0916\u0924\u093e \u0939\u0948 \u0914\u0930 \u0905\u0928\u094d\u092f \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0924\u0940\u0938\u0930\u0947 \u092a\u0915\u094d\u0937 \u0915\u0947 \u090f\u0915\u0940\u0915\u0930\u0923 \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u0905\u0927\u093f\u0915 \u0932\u091a\u0940\u0932\u093e\u092a\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u0932\u0947\u0915\u093f\u0928 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0915\u0908 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0947\u0902 \u0905\u0927\u093f\u0915 \u091c\u091f\u093f\u0932\u0924\u093e \u092a\u0948\u0926\u093e \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">4. \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u092e\u0947\u0930\u0940 \u092a\u094d\u0930\u0948\u0915\u094d\u091f\u093f\u0938 (\u0905\u092d\u094d\u092f\u093e\u0938) \u092e\u0947\u0902 \u0915\u0948\u0938\u0947 \u092e\u0926\u0926 \u0915\u0930\u0924\u093e \u0939\u0948?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u092f\u093e \u0935\u093e\u0930\u094d\u0937\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u0940 \u0924\u0948\u092f\u093e\u0930\u0940 \u091c\u0948\u0938\u0940 \u0926\u094b\u0939\u0930\u093e\u0935 \u0935\u093e\u0932\u0940, \u092c\u0939\u0941-\u091a\u0930\u0923 \u0935\u093e\u0932\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u092e\u093e\u0928\u0915\u0940\u0915\u0943\u0924 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u090f\u0915 \u0921\u093f\u091c\u093f\u091f\u0932 \u091a\u0947\u0915\u0932\u093f\u0938\u094d\u091f \u092c\u0928\u093e\u0915\u0930 \u091c\u0939\u093e\u0901 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u091f\u094d\u0930\u093f\u0917\u0930, \u0905\u0938\u093e\u0907\u0928 \u0914\u0930 \u091f\u094d\u0930\u0948\u0915 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u092f\u0939 \u090f\u0915\u0930\u0942\u092a\u0924\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u092e\u093e\u0928\u0935\u0940\u092f \u0924\u094d\u0930\u0941\u091f\u093f \u0915\u0940 \u0938\u0902\u092d\u093e\u0935\u0928\u093e \u0915\u094b \u0915\u092e \u0915\u0930\u0924\u093e \u0939\u0948, \u0914\u0930 \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u0915\u093e\u092e \u0915\u0947 \u092c\u091c\u093e\u092f \u0909\u091a\u094d\u091a-\u092e\u0942\u0932\u094d\u092f \u0935\u093e\u0932\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u093e \u0938\u092e\u092f \u0916\u093e\u0932\u0940 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">5. \u0915\u094d\u092f\u093e \u0915\u094d\u0932\u093e\u0909\u0921-\u0906\u0927\u093e\u0930\u093f\u0924 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u092e\u0947\u0902 \u092e\u0947\u0930\u093e \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0939\u0948?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092a\u094d\u0930\u0924\u093f\u0937\u094d\u0920\u093f\u0924 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0947 \u0932\u093f\u090f \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u090f\u0915 \u0938\u0930\u094d\u0935\u094b\u092a\u0930\u093f \u091a\u093f\u0902\u0924\u093e \u0939\u0948\u0964 \u0905\u0917\u094d\u0930\u0923\u0940 \u0938\u092e\u093e\u0927\u093e\u0928 \u0921\u0947\u091f\u093e \u0915\u0940 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u0947 \u0932\u093f\u090f \u092e\u091c\u092c\u0942\u0924 \u090f\u0928\u094d\u0915\u094d\u0930\u093f\u092a\u094d\u0936\u0928, \u090f\u0915\u094d\u0938\u0947\u0938 \u0915\u0902\u091f\u094d\u0930\u094b\u0932 \u0914\u0930 \u0935\u094d\u092f\u093e\u092a\u0915 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u091c\u0948\u0938\u0947 \u092a\u094d\u0930\u0926\u093e\u0924\u093e <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0932\u091a\u0940\u0932\u0947 \u092a\u0930\u093f\u0928\u093f\u092f\u094b\u091c\u0928 \u0935\u093f\u0915\u0932\u094d\u092a \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0947\u0902, \u091c\u093f\u0938\u092e\u0947\u0902 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u091c\u0948\u0938\u0947 \u0905\u0924\u094d\u092f\u0927\u093f\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0905\u0927\u093f\u0915\u093e\u0930 \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 \u0911\u0928-\u092a\u094d\u0930\u093f\u092e\u093e\u0907\u0938\u0947\u0938 \u092f\u093e \u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u0915\u094d\u0932\u093e\u0909\u0921 \u0939\u094b\u0938\u094d\u091f\u093f\u0902\u0917 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u0909\u0928\u0915\u0947 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u092a\u0930 \u0905\u0902\u0924\u093f\u092e \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u092e\u093f\u0932\u0924\u093e \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">6. \u090f\u0915\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0938\u0947 \u092e\u0948\u0902 \u0915\u093f\u0938 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0940 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0942\u0901?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0906\u092a \u0905\u092a\u0928\u0940 \u092a\u094d\u0930\u0948\u0915\u094d\u091f\u093f\u0938 \u0915\u0947 \u0938\u092d\u0940 \u092a\u0939\u0932\u0941\u0913\u0902 \u0915\u094b \u0915\u0935\u0930 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0940 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u092f\u094b\u0917\u094d\u092f \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u094b\u0902 \u0915\u0940 \u090f\u0915 \u0935\u093f\u0938\u094d\u0924\u0943\u0924 \u0936\u094d\u0930\u0943\u0902\u0916\u0932\u093e \u0915\u0940 \u0909\u092e\u094d\u092e\u0940\u0926 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u092e\u0947\u0902 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0905\u0927\u0940\u0928 \u0938\u0902\u092a\u0924\u094d\u0924\u093f\u092f\u094b\u0902 (AUM) \u0915\u093e \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u093e, \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e \u0938\u0947\u0935\u093e \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u0935\u093f\u092d\u093e\u091c\u0928, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0917\u0924\u093f\u0935\u093f\u0927\u093f \u0938\u094d\u0924\u0930, \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0928\u0938\u093e\u0902\u0916\u094d\u092f\u093f\u0915\u0940 \u0914\u0930 \u0906\u092a\u0915\u0940 \u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u093e\u0907\u092a\u0932\u093e\u0907\u0928 \u0915\u0940 \u0938\u094d\u0925\u093f\u0924\u093f \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964 \u092f\u0947 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u092f\u094b\u091c\u0928\u093e \u0914\u0930 \u0935\u093f\u0915\u093e\u0938 \u0915\u0947 \u0932\u093f\u090f \u0905\u092e\u0942\u0932\u094d\u092f \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092c\u0941\u0926\u094d\u0927\u093f\u092e\u0924\u094d\u0924\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">7. \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0947 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u0915\u0948\u0938\u0947 \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0924\u093e \u0939\u0948?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u090f\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0909\u0928\u0915\u0940 \u0938\u092e\u0947\u0915\u093f\u0924 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u091c\u093e\u0928\u0915\u093e\u0930\u0940, \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0914\u0930 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u094b\u0902 \u0924\u0915 24\/7 \u092a\u0939\u0941\u0902\u091a \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u092a\u0948\u0926\u093e \u0915\u0930\u0924\u0940 \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0938\u0936\u0915\u094d\u0924 \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0964 \u092f\u0939 \u0938\u0902\u091a\u093e\u0930 \u0914\u0930 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0935\u093f\u0928\u093f\u092e\u092f \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u091a\u0948\u0928\u0932 \u092d\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u092e\u093e\u0928\u0915 \u0908\u092e\u0947\u0932 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u092e\u0947\u0902 \u0915\u0939\u0940\u0902 \u0905\u0927\u093f\u0915 \u092a\u0947\u0936\u0947\u0935\u0930 \u0914\u0930 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0938\u092e\u0917\u094d\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u092c\u0947\u0939\u0924\u0930 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">8. \u0905\u092a\u0928\u0947 \u0905\u092d\u094d\u092f\u093e\u0938 \u0915\u0947 \u0932\u093f\u090f \u0915\u094b\u0908 \u0909\u092a\u0915\u0930\u0923 \u091a\u0941\u0928\u0924\u0947 \u0938\u092e\u092f \u092e\u0941\u091d\u0947 \u0915\u093f\u0928 \u092c\u093e\u0924\u094b\u0902 \u092a\u0930 \u0935\u093f\u091a\u093e\u0930 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0906\u092a\u0915\u094b \u0905\u092a\u0928\u0940 \u092b\u0930\u094d\u092e \u0915\u0947 \u0906\u0915\u093e\u0930 \u0914\u0930 \u091c\u091f\u093f\u0932\u0924\u093e, \u0905\u092a\u0928\u0947 \u092c\u091c\u091f, \u0905\u092a\u0928\u0947 \u092e\u094c\u091c\u0942\u0926\u093e \u0924\u0915\u0928\u0940\u0915 \u0938\u094d\u091f\u0948\u0915 (\u091f\u0947\u0915\u094d\u0928\u094b\u0932\u0949\u091c\u0940 \u0938\u094d\u091f\u0948\u0915), \u0914\u0930 \u0905\u092a\u0928\u0947 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092b\u093c\u094b\u0915\u0938 (\u091c\u0948\u0938\u0947, \u0928\u093f\u0935\u0947\u0936 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092c\u0928\u093e\u092e \u0938\u092e\u0917\u094d\u0930 \u092f\u094b\u091c\u0928\u093e) \u092a\u0930 \u0935\u093f\u091a\u093e\u0930 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e \u0915\u0947 \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0940 \u0917\u0941\u0923\u0935\u0924\u094d\u0924\u093e, \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u0909\u0928\u0915\u0940 \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e, \u0914\u0930 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0940 \u0909\u092a\u092f\u094b\u0917 \u092e\u0947\u0902 \u0906\u0938\u093e\u0928\u0940 \u0914\u0930 \u0932\u091a\u0940\u0932\u0947\u092a\u0928 \u0915\u093e \u0906\u0915\u0932\u0928 \u0915\u0930\u0928\u093e \u092d\u0940 \u0909\u0924\u0928\u093e \u0939\u0940 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948, \u091c\u0948\u0938\u0947 \u0915\u093f <\/span><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%87%e0%a4%a8%e0%a5%8d%e0%a4%b5%e0%a5%87%e0%a4%b8%e0%a5%8d%e0%a4%9f%e0%a4%bf%e0%a4%97%e0%a5%87%e0%a4%9f%e0%a4%97%e0%a5%8d%e0%a4%b2%e0%a4%be%e0%a4%b8-%e0%a4%95%e0%a5%8d%e0%a4%af%e0%a4%be-%e0%a4%95\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>InvestGlass \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u093f\u090f \u0917\u090f \u0928\u094b-\u0915\u094b\u0921 \u091f\u0942\u0932<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">9. \u0915\u094d\u092f\u093e \u092f\u0947 \u0909\u092a\u0915\u0930\u0923 \u0935\u093f\u0927\u093f\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 (\u0930\u0947\u0917\u0941\u0932\u0947\u091f\u0930\u0940 \u0915\u0902\u092a\u094d\u0932\u093e\u092f\u0902\u0938) \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092c\u093f\u0932\u094d\u0915\u0941\u0932\u0964 \u0906\u0927\u0941\u0928\u093f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e MiFID II \u0914\u0930 FINMA \u091c\u0948\u0938\u0947 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u094b \u0927\u094d\u092f\u093e\u0928 \u092e\u0947\u0902 \u0930\u0916\u0915\u0930 \u092c\u0928\u093e\u090f \u0917\u090f \u0939\u0948\u0902\u0964 \u092f\u0947 \u0938\u092d\u0940 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0915\u0947 \u0905\u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928\u0940\u092f \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938, \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u094b\u0902 \u0915\u0947 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u092d\u0902\u0921\u093e\u0930\u0923 \u0915\u0947 \u0938\u093e\u0925 \u0921\u093f\u0932\u0940\u0935\u0930\u0940 \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917, \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u090f\u0935\u0902 \u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915\u0924\u093e \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u091c\u094b\u0916\u093f\u092e \u0915\u094b \u0915\u092e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0902\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">10. \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u094b \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0915\u093f\u0924\u0928\u093e \u0938\u092e\u092f \u0932\u0917\u0924\u093e \u0939\u0948?<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u093e \u0938\u092e\u092f \u0906\u092a\u0915\u0940 \u092b\u0930\u094d\u092e \u0915\u0940 \u091c\u091f\u093f\u0932\u0924\u093e \u0914\u0930 \u091a\u0941\u0928\u0947 \u0917\u090f \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u092d\u093f\u0928\u094d\u0928 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0906\u0927\u0941\u0928\u093f\u0915 \u0914\u0930 \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0915\u0930\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e \u0915\u093e \u090f\u0915 \u092e\u0941\u0916\u094d\u092f \u0932\u093e\u092d \u092f\u0939 \u0939\u0948 \u0915\u093f <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0924\u0948\u0928\u093e\u0924\u0940 \u0915\u0940 \u0917\u0924\u093f \u0939\u0948\u0964 \u0907\u0938\u0915\u0947 \u0932\u091a\u0940\u0932\u0947, \u0928\u094b-\u0915\u094b\u0921 \u0906\u0930\u094d\u0915\u093f\u091f\u0947\u0915\u094d\u091a\u0930 \u0915\u0947 \u0932\u093f\u090f \u0927\u0928\u094d\u092f\u0935\u093e\u0926, \u090f\u0915 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0905\u0915\u094d\u0938\u0930 \u092e\u0939\u0940\u0928\u094b\u0902 \u0915\u0947 \u092c\u091c\u093e\u092f \u0915\u0941\u091b \u0939\u092b\u094d\u0924\u094b\u0902 \u092e\u0947\u0902 \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0914\u0930 \u0932\u0949\u0928\u094d\u091a \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u092c\u0939\u0941\u0924 \u0924\u0947\u091c\u093c\u0940 \u0938\u0947 \u0932\u093e\u092d \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-take-control-of-your-practice-with-a-unified-solution\"><span class=\"ez-toc-section\" id=\"Take_Control_of_Your_Practice_with_a_Unified_Solution\"><\/span><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u090f\u0915 \u090f\u0915\u0940\u0915\u0943\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0947 \u0938\u093e\u0925 \u0905\u092a\u0928\u0947 \u0905\u092d\u094d\u092f\u093e\u0938 \u092a\u0930 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0930\u0916\u0947\u0902<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0915\u0908 \u090f\u092a\u094d\u0932\u093f\u0915\u0947\u0936\u0928 \u0915\u094b \u0938\u0902\u092d\u093e\u0932\u0928\u0947 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u094b \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0930\u0942\u092a \u0938\u0947 \u0938\u0902\u0915\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u093e \u092f\u0941\u0917 \u0938\u092e\u093e\u092a\u094d\u0924 \u0939\u094b \u0917\u092f\u093e \u0939\u0948\u0964 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939 \u0915\u0940 \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u0914\u0930 \u091c\u091f\u093f\u0932 \u0926\u0941\u0928\u093f\u092f\u093e \u092e\u0947\u0902 \u0938\u092b\u0932 \u0939\u094b\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0930\u0923 \u0915\u0947\u0935\u0932 \u090f\u0915 \u0932\u093e\u092d \u0928\u0939\u0940\u0902 \u0939\u0948; \u092f\u0939 \u090f\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u0948\u0964 \u090f\u0915\u0940\u0915\u0943\u0924 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u094b \u0905\u092a\u0928\u093e\u0915\u0930, \u0906\u092a \u0905\u092a\u0928\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u094b \u092c\u0926\u0932 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0917\u0939\u0930\u0940 \u0926\u0915\u094d\u0937\u0924\u093e \u0932\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092e\u091c\u092c\u0942\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u092e\u091c\u092c\u0942\u0924 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0938\u0939\u0940 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0906\u092a\u0915\u0947 \u092a\u0942\u0930\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0947 \u0932\u093f\u090f \u0915\u092e\u093e\u0902\u0921 \u0938\u0947\u0902\u091f\u0930 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0947\u0917\u093e, \u091c\u094b \u0906\u092a\u0915\u094b \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0905\u0938\u093e\u0927\u093e\u0930\u0923 \u092e\u0942\u0932\u094d\u092f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0936\u0915\u094d\u0924 \u092c\u0928\u093e\u090f\u0917\u093e\u0964.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u092f\u0926\u093f \u0906\u092a \u0935\u093f\u0916\u0902\u0921\u0928 \u0938\u0947 \u0906\u0917\u0947 \u092c\u0922\u093c\u0928\u0947 \u0914\u0930 \u0905\u092a\u0928\u0947 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0905\u092d\u094d\u092f\u093e\u0938 \u0915\u0940 \u092a\u0942\u0930\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u0915\u094b \u0905\u0928\u0932\u0949\u0915 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930 \u0939\u0948\u0902, \u0924\u094b \u0935\u093f\u0924\u094d\u0924 \u0915\u0947 \u092d\u0935\u093f\u0937\u094d\u092f \u0915\u0947 \u0932\u093f\u090f \u0928\u093f\u0930\u094d\u092e\u093f\u0924 \u090f\u0915 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e\u0928\u0947 \u0915\u093e \u0938\u092e\u092f \u0906 \u0917\u092f\u093e \u0939\u0948\u0964 \u092a\u0924\u093e \u0932\u0917\u093e\u090f\u0902 \u0915\u093f \u0915\u0948\u0938\u0947 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0906\u092a\u0915\u0947 \u0921\u0947\u091f\u093e \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948, \u0906\u092a\u0915\u0947 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948, \u0914\u0930 \u0906\u092a\u0915\u094b \u0938\u092b\u0932 \u0939\u094b\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u090f\u0915\u092e\u093e\u0924\u094d\u0930 \u0938\u093f\u0902\u0917\u0932 \u0938\u094b\u0930\u094d\u0938 \u0911\u092b\u093c \u091f\u094d\u0930\u0941\u0925 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948\u0964. <\/span><a href=\"https:\/\/www.investglass.com\/hi\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0939\u092e\u093e\u0930\u0947 \u0939\u094b\u092e\u092a\u0947\u091c \u092a\u0930 \u091c\u093e\u090f\u0901<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0905\u0927\u093f\u0915 \u091c\u093e\u0928\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0914\u0930 \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u090f\u0915 \u090f\u0915\u0940\u0915\u0943\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0940 \u0936\u0915\u094d\u0924\u093f \u0915\u094b \u0926\u0947\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 (\u0921\u0947\u092e\u094b) \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0915\u0930\u0947\u0902\u0964.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>In this article, you\u2019ll learn about the critical importance of centralising client data, the essential tools that make it possible, and how platforms like InvestGlass offer a comprehensive solution. At the heart of this approach is the concept of a centralized hub, where financial advisors can access analytics, reporting, trading, and operational functions within a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48191,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1534,1533],"class_list":["post-49470","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-advisor","tag-financial"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Which Tools Help Financial Advisors Centralise Data Effectively? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore which tools help financial advisors centralise data effectively in one dashboard, enhancing efficiency and client relationships.\" 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