{"id":48471,"date":"2025-10-30T10:38:59","date_gmt":"2025-10-30T09:38:59","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48471"},"modified":"2025-10-30T10:53:11","modified_gmt":"2025-10-30T09:53:11","slug":"%e7%b5%b1%e5%90%88%e3%81%95%e3%82%8c%e3%81%9f%e9%a1%a7%e5%ae%a2%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aeharvest-moneypitch%e3%81%ab%e4%bb%a3%e3%82%8f%e3%82%8b%e5%84%aa","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/investglass-the-superior-alternative-to-harvest-moneypitch-for-an-integrated-client-portal\/","title":{"rendered":"InvestGlass\uff1a\u7d71\u5408\u3055\u308c\u305f\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u305f\u3081\u306e\u30cf\u30fc\u30d9\u30b9\u30c8MoneyPitch\u306b\u4ee3\u308f\u308b\u512a\u308c\u305f\u9078\u629e\u80a2"},"content":{"rendered":"

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\u306b\u3064\u3044\u3066\u00a0InvestGlass\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/a>\u00a0\u306f\u6839\u672c\u7684\u306b\u7570\u306a\u308a\u307e\u3059\u3002\u305d\u308c\u306f\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30a4\u30fc\u30c8\u306b\u30dc\u30eb\u30c8\u3067\u56fa\u5b9a\u3055\u308c\u305f\u5225\u500b\u306e\u88fd\u54c1\u3067\u306f\u306a\u304f\u3001\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306eInvestGlass\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e0d\u53ef\u6b20\u306a\u90e8\u5206\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u30dd\u30fc\u30bf\u30eb\u306fCRM\u306e\u30e9\u30a4\u30d6\u3067\u7d71\u4e00\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3078\u306e\u76f4\u63a5\u306e\u7a93\u53e3\u3067\u3042\u308a \u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a>. .\u3053\u306e\u6df1\u3044\u7d71\u5408\u306b\u3088\u308a\u3001\u30b9\u30bf\u30f3\u30c9\u30a2\u30ed\u30fc\u30f3\u306e\u30dd\u30fc\u30bf\u30eb\u3067\u306f\u4e0d\u53ef\u80fd\u306a\u30ec\u30d9\u30eb\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u60c5\u5831\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n

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\u5b89\u5168\u4fdd\u969c\u3068\u4e3b\u6a29<\/strong><\/td>\u6a19\u6e96\u7684\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6a5f\u80fd\u3002.<\/td>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u307e\u305f\u306f\u4e3b\u6a29\u30af\u30e9\u30a6\u30c9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u30b9\u30a4\u30b9\u30b0\u30ec\u30fc\u30c9\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u63d0\u4f9b\u3002.<\/td>\u6700\u9ad8\u30ec\u30d9\u30eb\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3067\u3001\u304a\u5ba2\u69d8\u306e\u91cd\u8981\u306a\u8ca1\u52d9\u60c5\u5831\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u7d71\u5408\u3055\u308c\u305f\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u6226\u7565\u7684\u4fa1\u5024<\/h2>\n\n\n\n

\u7d71\u5408\u3055\u308c\u305f\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306f\u5358\u306a\u308b\u5229\u4fbf\u6027\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3084\u30d3\u30b8\u30cd\u30b9\u3092\u5909\u9769\u3059\u308b\u6226\u7565\u7684\u8cc7\u7523\u3067\u3059\u3002.<\/p>\n\n\n\n

1.\u9867\u5ba2\u4f53\u9a13\u3092\u9ad8\u3081\u308b<\/h3>\n\n\n\n

\u3042\u306a\u305f\u306e\u4f1a\u793e\u306e\u30ed\u30b4\u3067\u7f8e\u3057\u304f\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30dd\u30fc\u30bf\u30eb\u306b\u9867\u5ba2\u304c\u30ed\u30b0\u30a4\u30f3\u3057\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u78ba\u8a8d\u3057\u305f\u308a\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ec\u30dd\u30fc\u30c8\u306b\u30a2\u30af\u30bb\u30b9\u3057\u305f\u308a\u3001\u62c5\u5f53\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u5b89\u5168\u306b\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u9001\u3063\u305f\u308a\u3059\u308b\u3053\u3068\u3092\u60f3\u50cf\u3057\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u306e\u3088\u3046\u306a\u30e2\u30c0\u30f3\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u4f53\u9a13\u3053\u305d\u304c\u3001\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u3092\u9ad8\u3081\u3001\u7af6\u5408\u4ed6\u793e\u306b\u5dee\u3092\u3064\u3051\u308b\u3053\u3068\u306b\u3064\u306a\u304c\u308b\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n

2.\u9867\u5ba2\u3068\u306e\u6df1\u3044\u95a2\u308f\u308a\u3092\u80b2\u3080<\/h3>\n\n\n\n

\u7d71\u5408\u3055\u308c\u305f\u30dd\u30fc\u30bf\u30eb\u306b\u3088\u3063\u3066\u3001\u9867\u5ba2\u306f\u81ea\u5206\u306e\u8cc7\u7523\u306b\u3088\u308a\u6df1\u304f\u95a2\u4e0e\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3002\u60c5\u5831\u3084\u30c4\u30fc\u30eb\u306b\u7c21\u5358\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308c\u3070\u3001\u9867\u5ba2\u306f\u7a4d\u6975\u7684\u306b\u8cea\u554f\u3057\u305f\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u5354\u529b\u3057\u305f\u308a\u3057\u3084\u3059\u304f\u306a\u308b\u3002\u3053\u308c\u306f\u3001\u3088\u308a\u6df1\u304f\u3001\u3088\u308a\u6709\u610f\u7fa9\u306a\u95a2\u4fc2\u306b\u3064\u306a\u304c\u308b\u3002.<\/p>\n\n\n\n

3.\u696d\u52d9\u52b9\u7387\u306e\u5411\u4e0a<\/h3>\n\n\n\n

\u9867\u5ba2\u306b\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u306e\u7ba1\u7406\u696d\u52d9\u3092\u5927\u5e45\u306b\u8efd\u6e1b\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u306f\u30dd\u30fc\u30bf\u30eb\u3067\u76f4\u63a5\u3001\u500b\u4eba\u60c5\u5831\u306e\u66f4\u65b0\u3001\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u30d5\u30a9\u30fc\u30e0\u306e\u5165\u529b\u304c\u3067\u304d\u3001\u30c7\u30fc\u30bf\u306fCRM\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u6d41\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u4fa1\u5024\u306e\u9ad8\u3044\u6d3b\u52d5\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

\u7d50\u8ad6\u30dd\u30fc\u30bf\u30eb\u4ee5\u4e0a\u306e\u30dd\u30fc\u30bf\u30eb<\/h2>\n\n\n\n

Harvest MoneyPitch\u306f\u6709\u80fd\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u3060\u304c\u3001\u30b9\u30bf\u30f3\u30c9\u30a2\u30ed\u30f3\u578b\u3067\u3042\u308b\u305f\u3081\u9650\u754c\u304c\u3042\u308b\u3002\u73fe\u4ee3\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3067\u306f\u3001\u30dd\u30fc\u30bf\u30eb\u306f\u5358\u306a\u308b\u7a93\u53e3\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u95a2\u4fc2\u5168\u4f53\u3078\u306e\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u305f\u30b2\u30fc\u30c8\u30a6\u30a7\u30a4\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002InvestGlass\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306eInvestGlass\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e0d\u53ef\u6b20\u306a\u4e00\u90e8\u3068\u3057\u3066\u3001\u3053\u306e\u7d04\u675f\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n

InvestGlass\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3067\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u512a\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3001\u3088\u308a\u6df1\u3044\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u80b2\u307f\u3001\u3088\u308a\u52b9\u7387\u7684\u3067\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u696d\u52d9\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u304c\u5f8c\u4ed8\u3051\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u6226\u7565\u306e\u4e2d\u5fc3\u7684\u67f1\u3068\u306a\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

\u7d71\u5408\u3055\u308c\u305fInvestGlass\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u304c\u3069\u306e\u3088\u3046\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u95a2\u4fc2\u306b\u9769\u547d\u3092\u3082\u305f\u3089\u3059\u304b\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002.\u00a0\u4eca\u3059\u3050\u30c7\u30e2\u3092\u3054\u4e88\u7d04\u304f\u3060\u3055\u3044\u3002.<\/a><\/p>","protected":false},"excerpt":{"rendered":"

Introduction: The Client Portal as a Cornerstone of the Digital Experience In the digital age of wealth management, a client portal is no longer a “nice-to-have” feature; it is an essential cornerstone of the client experience. It is the primary digital touchpoint where clients interact with their wealth, access information, and communicate with their advisors. Harvest’s MoneyPitch is a patrimonial portal designed to bring advisors closer to their clients. However, to deliver a truly seamless and modern experience, a client portal cannot exist in isolation. It must be deeply integrated with the core systems of the advisory firm. This article will illustrate why InvestGlass, with its all-in-one platform and fully integrated […]<\/p>\n","protected":false},"author":1,"featured_media":40145,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1260],"class_list":["post-48471","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-portal"],"yoast_head":"\nAlternative to Harvest MoneyPitch for Advisors | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore why InvestGlass is the best alternative to Harvest MoneyPitch for a modern client portal experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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