InvestGlass CRM and CMS aggregate data which matters. With InvestGlass CRM, you gather contact information, know your customer data, mandate, MIFID2 information, investment preferences. With the CMS, content can be published easily and efficiently. You keep control on who can access which piece of PDF, video.
Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships. Interactions are stored into MIFID2 compatible call reports.
Set meetings with clients. Monitor financial products expiration dates, gates and next coupon.
For separately managed accounts, InvestGlass has the most efficient rebalancing tool. Inject your model portfolio, link customers’ portfolio to custodians feed and InvestGlass generates trade blotter for all portfolio at once at the format of your order management system.
Flag dozen breaches : concentration breach on a portfolio and security level, suitability, appropriateness, money-laundering threshold, non-compliant securities, volatility, CVAR, price daily variation, money laundering flags and more.
Surface key opportunity insights including customer sentiment, competitor involvement, and overall prospect engagement to understand whether or not a deal is likely to close.
Delight your customers with your branded portal. Offer direct access to portflio, research, MIFID2 flags, live chat and more. You can customize your portal with no programming and connect your favorite fintech solutions.
Aggregate and consolidate your financial information by streamlining and optimizing operations across data : equities, bonds, forex, private equity, funds, collectible, art, and trusts. Consolidation is based on automatic data upload - flat file & API or manually imported transactions.
Improve your workflows and boost your productivity by connecting to our open API and widget builder.
The only fintech solution to offer lead management, PMS, predictive leads, and ebanking.