Customer Success Stories

Discover all the ways customers succeed with InvestGlass

Siega

Robo With a Human Touch

The new discretionary fund management generation

 

Established in Geneva, Switzerland since 2015, and strong of a team of six, Siega SA is one of the country’s leading fund advisor and distributor. Siega SA is authorized and regulated in the Swiss regulator FINMA. Siega and CB Institutionnel is a quite unique alliance in Swiss fund industry. They are blending macroeconomic and bottom up research to create genuine added value for institutional investors.

 

Edouard Crestin-Billet generates models composed with perfect blends of indexes, ETF and funds. Edouard is carefully building “allocation models”. CB Institutionnel then delegates to Siega the analysis and Invesment fund selection.

 

Siega's expertise in the funds allows them to find and select the most suitable funds. Analyzing and choosing funds gives independence and makes it possible to offer a true open architecture without conflict of interest with home-grown funds.

 

CB Institutionnel was looking for a cloud based investor portal to illustrate model portfolio risks and facilitate rebalancing for their customers. Siega was  also looking to enhance front-oce productivity while limiting the sales team. They were looking for a specialized CRM and a way to collect investors goals and risks expectations.

 

The cloud platform is revolutionizing wealth and asset management

 

InvestGlass offers a turn-key solution to build a “robo-advisor”. Siega clients build their on-boarding forms to acquire their prospects’ investment preferences. Answers are stored into a professional grade client relationship management cloud.

 

CB Institutionnel oversights of all investment distribution to ensure that all regulatory and operational standards are adhered to in the best interest of investors. Siega selects from institutional managers different risk bands and inject models into InvestGlass rebalancing platform. In one click, portfolios are rebalanced and master trade blotter generated for trading.

 

After execution and settlement, investors receive access to their “branded investor portal”. The digital solution is modular and offers portfolio information such as appropriateness, performance and news of their underlying investments.


InvestGlass is perfectly suited for independant wealth managers looking to externalize their investment decisions while keeping track of allocation quality.

Linear Investment

Looking to the Future of Automation

The new discretionary fund management generation

Established in London since 2010, and with over 50 employees, Linear Investments is one of the country’s leading prime broker. Linear Investments Limited (‘Linear’) is authorized and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) (FRN 537389).

Linear Investments is a discretionary fund manager. This means that Linear Investments maintains oversight and continually monitors clients’ investments.

As an expert in hedge funds and alternative investments, Linear Investments has created model portfolios including funds from the world’s top managers subject to their rigorous due diligence. Whilst Linear Investments remains the specialist in alternatives strategies, Linear Investments outsources the construction of certain model portfolios to ensure clients have access to experts in other investment styles.

Clients can be comfortable in the knowledge that Linear Investments selects the best partners and its professional and experienced team monitor every stage.

 

The Simplest Way to Manage Investments

InvestGlass offers a turn-key solution to build a “robo-advisor”. Linear Investments’ clients build their on-boarding forms to acquire their prospects’ investment preferences. Answers are stored into a professional grade client relationship management cloud.

Linear Investments’ Committee has oversight of all investment distribution, whether advisory or discretionary, to ensure that all regulatory and operational standards are adhered to in the best interest of investors. Linear Investments can input their models into InvestGlass and rebalance the portfolios; generating a master trade blotter with one click.

After execution and settlement, investors receive access to their “branded investor portal”. The digital solution is modular and offers portfolio information such as appropriateness, performance and news of their underlying investments.

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