{"id":48469,"date":"2025-10-30T10:31:40","date_gmt":"2025-10-30T09:31:40","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48469"},"modified":"2025-11-05T15:00:33","modified_gmt":"2025-11-05T14:00:33","slug":"%e3%82%a4%e3%83%b3%e3%83%99%e3%82%b9%e3%83%88%e3%82%b0%e3%83%a9%e3%82%b9%e3%81%af%e3%80%81%e7%8f%be%e4%bb%a3%e3%81%ae%e8%b3%87%e7%94%a3%e9%81%8b%e7%94%a8%e3%81%ab%e3%81%8a%e3%81%84%e3%81%a6%e5%a4%a7","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/investglass-the-superior-alternative-to-harvest-big-for-modern-wealth-management\/","title":{"rendered":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u73fe\u4ee3\u306e\u8cc7\u7523\u7ba1\u7406\u306b\u304a\u3051\u308b\u30cf\u30fc\u30d9\u30b9\u30c8BIG\u306e\u512a\u308c\u305f\u4ee3\u66ff\u624b\u6bb5"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-introduction-the-crossroads-of-wealth-management-technology\">\u306f\u3058\u3081\u306b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5c90\u8def<\/h2>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u305d\u306e\u7406\u7531\u3092\u5305\u62ec\u7684\u306b\u5206\u6790\u3059\u308b\u3002&nbsp;<a href=\"https:\/\/www.investglass.com\/ja\/\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a>, \u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3059\u308b\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308bInvestGlass\u306f\u3001Harvest\u306eBIG\u306b\u4ee3\u308f\u308b\u3001\u3088\u308a\u6226\u7565\u7684\u3067\u5c06\u6765\u6027\u306e\u3042\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u3002\u4e21\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e2d\u6838\u6a5f\u80fd\u3092\u6398\u308a\u4e0b\u3052\u3001InvestGlass\u304c\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u3001\u62e1\u5f35\u6027\u3001\u5168\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u306e\u4fca\u654f\u6027\u306e\u9762\u3067\u63d0\u4f9b\u3059\u308b\u5927\u304d\u306a\u5229\u70b9\u306b\u7126\u70b9\u3092\u5f53\u3066\u307e\u3059\u3002\u5f3e\u529b\u7684\u3067\u7af6\u4e89\u529b\u306e\u3042\u308b\u696d\u52d9\u3092\u69cb\u7bc9\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u6bd4\u8f03\u306f\u3088\u308a\u73fe\u4ee3\u7684\u3067\u52b9\u679c\u7684\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b9\u30bf\u30c3\u30af\u3078\u306e\u9053\u7b4b\u3092\u7167\u3089\u3057\u51fa\u3059\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-harvest-big-a-deep-dive-into-the-reference-software\">\u30cf\u30fc\u30d9\u30b9\u30c8BIG\u3092\u7406\u89e3\u3059\u308b\uff1a\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30bd\u30d5\u30c8\u3092\u6df1\u304f\u6398\u308a\u4e0b\u3052\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30cf\u30fc\u30d9\u30b9\u30c8\u793e\u306e\u300cBIG\u300d\u306f\u3001\u30d5\u30e9\u30f3\u30b9\u306b\u304a\u3051\u308b\u300c\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u300d\u3068\u4f4d\u7f6e\u3065\u3051\u3089\u308c\u3066\u3044\u308b\u3002BIG\u306e\u5f37\u307f\u306f\u3001\u9577\u5e74\u30d5\u30e9\u30f3\u30b9\u5e02\u5834\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4e2d\u3067\u78e8\u304d\u4e0a\u3052\u3089\u308c\u305f\u3001\u6a5f\u80fd\u56fa\u6709\u306e\u6df1\u3044\u6a5f\u80fd\u306b\u3042\u308b\u3002BIG\u306e\u4e3b\u306a\u7279\u5fb4\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30d1\u30c8\u30ea\u30e2\u30cb\u30a2\u30eb\u5206\u6790\uff1a<\/strong>&nbsp;\u4e0d\u52d5\u7523\u3001\u4fdd\u967a\u3001\u7a0e\u5236\u3001\u9000\u8077\u91d1\u306a\u3069\u306e\u5074\u9762\u3092\u7db2\u7f85\u3057\u305f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u307e\u305f\u306f\u30c6\u30fc\u30de\u5225\u306e\u8cc7\u7523\u8abf\u67fb\u3092\u5b9f\u65bd\u3059\u308b\u305f\u3081\u306e\u5305\u62ec\u7684\u306a\u30c4\u30fc\u30eb\u3002.<\/li>\n\n\n\n<li><strong>\u6295\u8cc7\u63d0\u6848\uff1a<\/strong>&nbsp;\u6295\u8cc7\u63d0\u6848\u66f8\u3092\u4f5c\u6210\u3057\u3001\u898f\u5236\u9075\u5b88\u3092\u4fdd\u8a3c\u3059\u308b\u6a5f\u80fd\u3002.<\/li>\n\n\n\n<li><strong>\u8ab2\u7a0e\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\uff08\u30af\u30ea\u30c3\u30af\u30a4\u30f3\u30dd\u7d71\u5408\uff09\uff1a<\/strong>&nbsp;\u30d5\u30e9\u30f3\u30b9\u306e\u6240\u5f97\u7a0e\u30b7\u30ca\u30ea\u30aa\u306e\u8a08\u7b97\u3068\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u30c4\u30fc\u30eb\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6a5f\u80fd\u304c\u5f37\u529b\u3067\u3042\u308b\u3053\u3068\u306f\u9593\u9055\u3044\u306a\u3044\u304c\u3001\u3088\u308a\u4f1d\u7d71\u7684\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30d1\u30e9\u30c0\u30a4\u30e0\u306e\u4e2d\u306b\u5b58\u5728\u3057\u3066\u3044\u308b\u3002BIG\u306f\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30cf\u30fc\u30d9\u30b9\u30c8\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u4e00\u90e8\u3068\u3057\u3066\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u4ed6\u306e\u5c02\u9580\u7684\u306a\u30c4\u30fc\u30eb\u3068\u9023\u643a\u3057\u3066\u52d5\u4f5c\u3057\u3001\u65ad\u7247\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3068\u3001\u30e2\u30b8\u30e5\u30e9\u30fc\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u56fa\u6709\u306e\u30c7\u30fc\u30bf\u30b5\u30a4\u30ed\u306e\u8ab2\u984c\u306b\u3064\u306a\u304c\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-the-integrated-customizable-and-scalable-alternative\">InvestGlass\uff1a\u7d71\u5408\u3055\u308c\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u3067\u3001\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u9078\u629e\u80a2<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5358\u306a\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u73fe\u4ee3\u306e\u9867\u554f\u4f1a\u793e\u306e\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u305f\u5b8c\u5168\u306a\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u5168\u3066\u306e\u91cd\u8981\u306a\u6a5f\u80fd\u3092\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3057\u3001\u5358\u4e00\u306e\u7d71\u4e00\u3055\u308c\u305f\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002BIG\u306b\u4ee3\u308f\u308bInvestGlass\u306f\u5358\u4e00\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5168\u4f53\u304c\u5354\u8abf\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002\u4e3b\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM<\/strong>\u00a0\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306e\u4e2d\u5fc3\u7684\u306a\u30cf\u30d6\u3068\u3057\u3066\u6a5f\u80fd\u3059\u308b\u5f37\u529b\u306aCRM\u3002.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5664\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a> (PMS\uff09\uff1a<\/strong>\u00a0\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3001\u5206\u6790\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306e\u305f\u3081\u306e\u67d4\u8edf\u3067\u5f37\u529b\u306aPMS\u3002.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5663\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>:<\/strong>\u00a0\u30ab\u30b9\u30bf\u30e0\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3068\u30d5\u30a9\u30fc\u30e0\u3092\u4f5c\u6210\u3059\u308b\u305f\u3081\u306e\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u30c4\u30fc\u30eb\u3067\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30fb\u30a8\u30f3\u30b8\u30f3\uff1a<\/strong>\u00a0\u3042\u3089\u3086\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3084\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u3001\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u30eb\u30fc\u30eb\u30d9\u30fc\u30b9\u30fb\u30a8\u30f3\u30b8\u30f3\u3002.<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb<\/strong>\u00a0\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u5b89\u5168\u3067\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30dd\u30fc\u30bf\u30eb\u3002.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-feature-by-feature-comparison-investglass-vs-harvest-big\">\u6a5f\u80fd\u3054\u3068\u306e\u6bd4\u8f03\uff1a\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u3068\u30cf\u30fc\u30d9\u30b9\u30c8BIG\u306e\u6bd4\u8f03<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u7279\u5fb4<\/th><th>\u30cf\u30fc\u30d9\u30b9\u30c8BIG<\/th><th>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/th><th>\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u512a\u4f4d\u6027<\/th><\/tr><\/thead><tbody><tr><td><strong>\u30b3\u30a2\u30fb\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3<\/strong><\/td><td>\u30e2\u30b8\u30e5\u30e9\u30fc\u30fb\u30b9\u30a4\u30fc\u30c8\u306e\u4e00\u90e8\u3067\u3042\u308b\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3002.<\/td><td>\u7d71\u4e00\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u3092\u5099\u3048\u305f\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002.<\/td><td>\u30c7\u30fc\u30bf\u30b5\u30a4\u30ed\u3092\u306a\u304f\u3057\u3001\u7d71\u5408\u306e\u8907\u96d1\u3055\u3092\u8efd\u6e1b\u3057\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c7\u30fc\u30bf\u306e\u771f\u5b9f\u306e\u30b7\u30f3\u30b0\u30eb\u30bd\u30fc\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/td><\/tr><tr><td><strong>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba<\/strong><\/td><td>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u9650\u3089\u308c\u3066\u304a\u308a\u3001\u4e3b\u306b\u8a2d\u5b9a\u30d9\u30fc\u30b9\u3002.<\/td><td>\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u81ea\u52d5\u5316\u30a8\u30f3\u30b8\u30f3\u3067\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u3002\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u306a\u3057\u3067\u30ab\u30b9\u30bf\u30e0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u30ec\u30dd\u30fc\u30c8\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002.<\/td><td>\u5fa1\u793e\u72ec\u81ea\u306e\u30d7\u30ed\u30bb\u30b9\u3084\u4fa1\u5024\u63d0\u6848\u306b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9069\u5fdc\u3055\u305b\u308b\u3001\u3053\u308c\u307e\u3067\u306b\u306a\u3044\u67d4\u8edf\u6027\u3002.<\/td><\/tr><tr><td><strong>\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3<\/strong><\/td><td>\u5b9a\u7fa9\u3055\u308c\u305f\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u7bc4\u56f2\u5185\u3067\u62e1\u5f35\u53ef\u80fd\u3060\u304c\u3001\u65b0\u6a5f\u80fd\u306e\u305f\u3081\u306b\u8ffd\u52a0\u306e\u30cf\u30fc\u30d9\u30b9\u30c8\u88fd\u54c1\u304c\u5fc5\u8981\u306b\u306a\u308b\u5834\u5408\u304c\u3042\u308b\u3002.<\/td><td>\u5358\u4e00\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304b\u3089\u5927\u4f01\u696d\u307e\u3067\u3001\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u306e\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4f1a\u793e\u306e\u6210\u9577\u306b\u5408\u308f\u305b\u3066\u3001\u30e6\u30fc\u30b6\u30fc\u3001\u30e2\u30b8\u30e5\u30fc\u30eb\u3001\u6a5f\u80fd\u3092\u8ffd\u52a0\u3067\u304d\u307e\u3059\u3002.<\/td><td>\u30d3\u30b8\u30cd\u30b9\u3068\u3068\u3082\u306b\u6210\u9577\u3059\u308b\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u898f\u6a21\u304c\u62e1\u5927\u3057\u3066\u3082\u65b0\u3057\u3044\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u8cfc\u5165\u3057\u3066\u7d71\u5408\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u305b\u3093\u3002.<\/td><\/tr><tr><td><strong>CRM<\/strong><\/td><td>\u30cf\u30fc\u30d9\u30b9\u30c8\u3068\u306f\u5225\u306eCRM\u88fd\u54c1\u3067\u3042\u308bO2S\u3068\u4f75\u7528\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u3002.<\/td><td>\u5f37\u529b\u306b\u7d71\u5408\u3055\u308c\u305f\u30b9\u30a4\u30b9\u30bd\u30d6\u30ea\u30f3CRM\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002.<\/td><td>\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3092\u4e00\u7b87\u6240\u306b\u96c6\u3081\u305f\u3001\u771f\u306e360\u5ea6\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30d3\u30e5\u30fc\u3002.<\/td><\/tr><tr><td><strong>\u30c7\u30fc\u30bf\u4e3b\u6a29<\/strong><\/td><td>\u4e3b\u306b\u30d5\u30e9\u30f3\u30b9\u5e02\u5834\u3092\u5bfe\u8c61\u3068\u3057\u3066\u304a\u308a\u3001\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3059\u3079\u3066\u306e\u4e3b\u6a29\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3068\u306f\u9650\u3089\u306a\u3044\u3002.<\/td><td>\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u5b8c\u5168\u306a\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068GDPR\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/td><td>\u6700\u9ad8\u30ec\u30d9\u30eb\u306e\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306f\u3001\u30c7\u30fc\u30bf\u306e\u6240\u5728\u3092\u6c17\u306b\u3055\u308c\u308b\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3067\u3059\u3002.<\/td><\/tr><tr><td><strong>AI\u3068\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong><\/td><td>AI\u3084\u81ea\u52d5\u5316\u6a5f\u80fd\u306f\u9650\u5b9a\u7684\u3002.<\/td><td>\u4e88\u6e2c\u5206\u6790\u306e\u305f\u3081\u306e\u5185\u8535AI\u3068\u3001\u3042\u3089\u3086\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3059\u308b\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u30a8\u30f3\u30b8\u30f3\u3002.<\/td><td>\u7a4d\u6975\u7684\u306a\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3001\u52b9\u7387\u6027\u306e\u5411\u4e0a\u3001IT\u306b\u983c\u308b\u3053\u3068\u306a\u304f\u8907\u96d1\u306a\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u80fd\u529b\u3002.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-strategic-implications-for-your-wealth-management-practice\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u52d9\u3078\u306e\u6226\u7565\u7684\u5f71\u97ff<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Harvest BIG\u3068InvestGlass\u306e\u3069\u3061\u3089\u3092\u9078\u629e\u3059\u308b\u304b\u306f\u3001\u5358\u306a\u308b\u6280\u8853\u7684\u306a\u6c7a\u5b9a\u3067\u306f\u306a\u304f\u3001\u8cb4\u793e\u306e\u5c06\u6765\u3092\u5de6\u53f3\u3059\u308b\u6226\u7565\u7684\u306a\u6c7a\u5b9a\u3067\u3059\u3002InvestGlass\u304c\u512a\u308c\u305f\u6226\u7565\u7684\u512a\u4f4d\u6027\u3092\u63d0\u4f9b\u3059\u308b\u7406\u7531\u306f\u3053\u3053\u306b\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-future-proof-your-practice\">1.\u8a3a\u7642\u6240\u306e\u5c06\u6765\u3092\u652f\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u754c\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30fb\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u30db\u30ea\u30b9\u30c6\u30a3\u30c3\u30af\u30fb\u30a2\u30c9\u30d0\u30a4\u30b9\u306b\u5411\u304b\u3063\u3066\u3044\u308b\u3002\u305d\u306e\u305f\u3081\u306b\u306f\u3001\u67d4\u8edf\u3067\u3001\u7d71\u5408\u3055\u308c\u3001\u30c7\u30fc\u30bf\u99c6\u52d5\u578b\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b9\u30bf\u30c3\u30af\u304c\u5fc5\u8981\u3067\u3059\u3002InvestGlass\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u3067API\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f\u5c06\u6765\u306e\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u65b0\u3057\u3044\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u7c21\u5358\u306b\u7d71\u5408\u3057\u3001\u5909\u5316\u3059\u308b\u9867\u5ba2\u306e\u671f\u5f85\u306b\u9069\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4e00\u65b9\u3001BIG\u306e\u3088\u3046\u306a\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\u306a\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u969c\u58c1\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-enhance-client-experience\">2.\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u5411\u4e0a<\/h3>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-3-drive-operational-efficiency\">3.\u696d\u52d9\u306e\u52b9\u7387\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u81ea\u52d5\u5316\u6a5f\u80fd\u306f\u696d\u52d9\u52b9\u7387\u3092\u5927\u304d\u304f\u5909\u3048\u307e\u3059\u3002\u6700\u521d\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u6700\u7d42\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u307e\u3067\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3092\u60f3\u50cf\u3057\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308b\u3044\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u3001\u9867\u5ba2\u30ec\u30d3\u30e5\u30fc\u3001\u3042\u308b\u3044\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5628\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u5b9f\u65bd\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u672c\u6765\u306e\u4ed5\u4e8b\u3067\u3042\u308b\u3001\u4eba\u9593\u95a2\u4fc2\u306e\u69cb\u7bc9\u3068\u4fa1\u5024\u306e\u9ad8\u3044\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u63d0\u4f9b\u306b\u5c02\u5ff5\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-reduce-total-cost-of-ownership-tco\">4.\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\uff08TCO\uff09\u306e\u524a\u6e1b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">BIG\u306e\u3088\u3046\u306a\u5358\u4e00\u88fd\u54c1\u306e\u521d\u671f\u30e9\u30a4\u30bb\u30f3\u30b9\u30fb\u30b3\u30b9\u30c8\u306f\u5358\u7d14\u306b\u898b\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u65ad\u7247\u5316\u3055\u308c\u305f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b9\u30bf\u30c3\u30af\u306e\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u306f\u306f\u308b\u304b\u306b\u9ad8\u304f\u306a\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002\u8907\u6570\u306e\u88fd\u54c1\u3092\u7d71\u5408\u3059\u308b\u30b3\u30b9\u30c8\u3001\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u3067\u30b9\u30bf\u30c3\u30d5\u3092\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3059\u308b\u30b3\u30b9\u30c8\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u306b\u3088\u308b\u904b\u7528\u306e\u975e\u52b9\u7387\u6027\u306a\u3069\u3092\u8003\u616e\u3059\u308b\u3068\u3001InvestGlass\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u9577\u671f\u7684\u306b\u306f\u306f\u308b\u304b\u306b\u8cbb\u7528\u5bfe\u52b9\u679c\u306e\u9ad8\u3044\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-the-clear-choice-for-growth-and-innovation\">\u7d50\u8ad6\u6210\u9577\u3068\u9769\u65b0\u306e\u305f\u3081\u306e\u660e\u78ba\u306a\u9078\u629e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Harvest BIG\u306f\u3001\u30d5\u30e9\u30f3\u30b9\u306e\u591a\u304f\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u4fe1\u983c\u3067\u304d\u308b\u30c4\u30fc\u30eb\u3067\u3042\u3063\u305f\u3002\u3057\u304b\u3057\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u672a\u6765\u306b\u306f\u3001\u4fe1\u983c\u6027\u3060\u3051\u3067\u306a\u304f\u3001\u654f\u6377\u6027\u3001\u7d71\u5408\u6027\u3001\u305d\u3057\u3066\u9867\u5ba2\u4f53\u9a13\u3078\u306e\u7d76\u3048\u9593\u306a\u3044\u96c6\u4e2d\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002InvestGlass\u306f\u3053\u308c\u3089\u3059\u3079\u3066\u306e\u9762\u3067\u6210\u679c\u3092\u4e0a\u3052\u3066\u3044\u308b\u3002InvestGlass\u306f\u3001BIG\u306e\u30b3\u30a2\u6a5f\u80fd\u306b\u30de\u30c3\u30c1\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u3001\u62e1\u5f35\u6027\u3001\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u81ea\u52d5\u5316\u306a\u3069\u3001\u5c06\u6765\u306e\u6210\u9577\u306b\u3068\u3063\u3066\u6700\u3082\u91cd\u8981\u306a\u5206\u91ce\u3067BIG\u3092\u51cc\u99d5\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u306e\u5236\u7d04\u304b\u3089\u89e3\u653e\u3055\u308c\u3001\u771f\u306b\u5c06\u6765\u3092\u898b\u636e\u3048\u305f\u4e8b\u696d\u3092\u69cb\u7bc9\u3057\u305f\u3044\u3068\u8003\u3048\u308b\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f01\u696d\u306b\u3068\u3063\u3066\u3001InvestGlass\u306f\u660e\u78ba\u306a\u6226\u7565\u7684\u9078\u629e\u80a2\u3067\u3059\u3002\u305d\u308c\u306f\u5358\u306a\u308b\u7570\u306a\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u306a\u304f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30b9\u30bf\u30c3\u30af\u306b\u5bfe\u3059\u308b\u8003\u3048\u65b9\u306e\u9055\u3044\u3067\u3042\u308a\u3001\u8cb4\u793e\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3001\u305d\u3057\u3066\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u4e2d\u5fc3\u3068\u3057\u305f\u3001\u5f37\u529b\u3067\u7d71\u4e00\u3055\u308c\u305f\u3001\u4e3b\u6a29\u306e\u3042\u308b\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u914d\u7f6e\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u304c\u304a\u5ba2\u69d8\u306e\u8cc7\u7523\u7ba1\u7406\u696d\u52d9\u3092\u3069\u306e\u3088\u3046\u306b\u5909\u9769\u3067\u304d\u308b\u304b\u306b\u3064\u3044\u3066\u3001\u3055\u3089\u306b\u8a73\u3057\u304f\u77e5\u308a\u305f\u3044\u65b9\u306f\u3001\u3053\u3061\u3089\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3001,&nbsp;<a href=\"https:\/\/www.investglass.com\/ja\/%e5%96%b6%e6%a5%ad%e3%83%81%e3%83%bc%e3%83%a0%e3%81%b8%e3%81%ae%e3%81%8a%e5%95%8f%e3%81%84%e5%90%88%e3%82%8f%e3%81%9b\/\">\u30c7\u30e2\u3092\u4e88\u7d04\u3059\u308b<\/a>&nbsp;\u4eca\u3059\u3050\u79c1\u305f\u3061\u306e\u5c02\u9580\u5bb6\u306b\u3054\u76f8\u8ac7\u304f\u3060\u3055\u3044\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Introduction: The Crossroads of Wealth Management Technology In the evolving landscape of wealth management, financial advisors and wealth managers are constantly seeking technology that not only streamlines their operations but also empowers them to deliver exceptional client value. For many in the French market, Harvest&#8217;s BIG has been a long-standing reference software for wealth management. It offers a robust set of tools for patrimonial analysis, investment proposals, and tax simulation. However, as the industry pivots towards more integrated, flexible, and client-centric models, the limitations of traditional, monolithic systems like BIG are becoming increasingly apparent. This article presents a comprehensive analysis of why&nbsp;InvestGlass, a Swiss-based, all-in-one, sovereign platform, represents a more [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47052,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[95],"class_list":["post-48469","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Alternative to Harvest BIG for Wealth Management | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore a smarter alternative to Harvest BIG with InvestGlass, enhancing wealth management for financial advisors in France.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306f\u3001\u73fe\u4ee3\u306e\u8cc7\u7523\u904b\u7528\u306b\u304a\u3044\u3066\u5927\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"InvestGlass: The Superior Alternative to Harvest BIG for Modern Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Introduction: The Crossroads of Wealth Management Technology In the evolving\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306f\u3001\u73fe\u4ee3\u306e\u8cc7\u7523\u904b\u7528\u306b\u304a\u3044\u3066\u5927\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-30T09:31:40+00:00\" \/>\n<meta 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