Transparency and operational efficiency
 

Aggregation and OpenBanking

InvestGlass Open architecture connects to any type of banking - brokerage source, irrespective of your company's business segment: Asset managers, insurance companies, mutual insurers, pension institutions, supranationals, etc...

PORTFOLIO CONSTRUCTION

Start from a compliance / buy list, then build portfolio model.

POSITIONS TRACKING

Track price change, financial news and 30+ financial indicators.

DIRECT INVESTMENTS MONITORING

Use InvestGlass for your fund sales campaign. Spot investors to communicate with them in one click.

PERFORMANCE AND RISK ANALYSIS

Discover bottom-up VaR model for single securities and portfolio / funds.

PORTFOLIO REBALACING

Rebalance 1 to 1000+ portfolios in few clicks and reduce errors while respecting clients' suitability and pre-trade. SMA and DFM files are sent directly to your trading desk.

INVESTOR PORTAL

Tailor your portal and customize content in order to promote your own brand. Securely upload and share sensitive information from your firm with investors and present their portfolio.

250CHF
Per month per Advisor License

Get InvestGlass Today

The only fintech solution to offer lead management, PMS, predictive leads, and ebanking.