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...
Start from a compliance / buy list, then build portfolio model.
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.
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.
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.
Per month per Advisor License
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The only fintech solution to offer lead management, PMS, predictive leads, and ebanking.