{"id":48844,"date":"2026-01-29T17:15:34","date_gmt":"2026-01-29T16:15:34","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48844"},"modified":"2026-02-07T15:20:45","modified_gmt":"2026-02-07T14:20:45","slug":"2026%e5%b9%b4%e6%8a%95%e8%b3%87%e7%ae%a1%e7%90%86%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2%e5%ae%8c%e5%85%a8%e3%82%ac%e3%82%a4%e3%83%89","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/investment-management-software-complete-guide-for-2026\/","title":{"rendered":"\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff1a2026\u5e74\u5b8c\u5168\u30ac\u30a4\u30c9"},"content":{"rendered":"<p 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class=\"wp-block-heading\" id=\"h-key-takeaways\">\u8981\u70b9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u65b0\u306e\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5358\u4e00\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u3001\u65ad\u7247\u7684\u306a\u30c4\u30fc\u30eb\u3084\u624b\u4f5c\u696d\u306b\u3088\u308b\u56de\u907f\u7b56\u3092\u6392\u9664\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u6700\u65b0\u306e\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4e3b\u306a\u6a5f\u80fd\u306b\u306f\u3001\u5805\u7262\u306a\u30c7\u30fc\u30bf\u7ba1\u7406\u3001\u30eb\u30fc\u30c1\u30f3\u30fb\u30bf\u30b9\u30af\u306e\u81ea\u52d5\u5316\u3001\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u306e\u305f\u3081\u306e\u9ad8\u5ea6\u306a\u5206\u6790\u3001\u30c7\u30d0\u30a4\u30b9\u3084\u5834\u6240\u3092\u554f\u308f\u306a\u3044\u30a2\u30af\u30bb\u30b9\u6027\u306a\u3069\u304c\u3042\u308b\u3002.<\/li>\n\n\n\n<li>InvestGlass\u306f\u3001CRM(\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406)\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC(Know Your Customer)\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u30921\u3064\u306e\u7d71\u5408\u30b9\u30bf\u30c3\u30af\u3067\u5fc5\u8981\u3068\u3059\u308b\u898f\u5236\u6a5f\u95a2\u5411\u3051\u306b\u3001\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u3066\u3044\u308b\u30bd\u30d6\u30ea\u30f3\u306b\u4ee3\u308f\u308b\u9078\u629e\u80a2\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li>AI\u3001\u30c7\u30fc\u30bf\u96c6\u7d04\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u6295\u8cc7\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u57fa\u672c\u8981\u4ef6\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li>2026\u5e74\u306b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u3076\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\uff08\u30b9\u30a4\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306a\u3069\uff09\u3001\u7d71\u5408\u306e\u6df1\u3055\u3001\u898f\u5236\u306e\u9069\u7528\u7bc4\u56f2\u306a\u3069\u3092\u3001\u30b3\u30a2\u6a5f\u80fd\u3068\u540c\u69d8\u306b\u8a55\u4fa1\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u629e\u3068\u5c0e\u5165\u306b\u95a2\u3059\u308b\u5b9f\u8df5\u7684\u306a\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3001\u5177\u4f53\u7684\u306a\u4e8b\u4f8b\u3001\u305d\u3057\u3066\u6ce8\u76ee\u306eFAQ\u3092\u7d39\u4ecb\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-investment-management-software\">\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\uff1f<\/h2>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u304a\u304a\u3088\u305d2018\u5e74\u304b\u30892026\u5e74\u4ee5\u964d\u3001\u30af\u30e9\u30a6\u30c9\u30cd\u30a4\u30c6\u30a3\u30d6\u3068AI\u3067\u5f37\u5316\u3055\u308c\u305f\u30c4\u30fc\u30eb\u306f\u3001\u307b\u3068\u3093\u3069\u306e\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30d5\u30a1\u30fc\u30e0\u306b\u304a\u3044\u3066\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3068\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u306b\u7740\u5b9f\u306b\u53d6\u3063\u3066\u4ee3\u308f\u3063\u3066\u3044\u308b\u3002\u6700\u65b0\u306e\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u591a\u304f\u306e\u5834\u5408\u3001\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u63d0\u4f9b\u3055\u308c\u3001\u30ea\u30e2\u30fc\u30c8\u30a2\u30af\u30bb\u30b9\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3001\u3059\u3079\u3066\u306e\u6295\u8cc7\u7ba1\u7406\u6a5f\u80fd\u306b\u308f\u305f\u308b\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u7ba1\u7406\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u308b\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u6295\u8cc7\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306f\u73fe\u5728\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u6d1e\u5bdf\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3084\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3092\u6a19\u6e96\u6a5f\u80fd\u3068\u3057\u3066\u671f\u5f85\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-common-user-types-and-primary-use-cases\">\u4e00\u822c\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30bf\u30a4\u30d7\u3068\u4e3b\u306a\u4f7f\u7528\u4f8b<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u6a5f\u95a2\u30bf\u30a4\u30d7<\/th><th>\u4e3b\u306a\u4f7f\u7528\u4f8b<\/th><\/tr><tr><td>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af<\/td><td>\u30de\u30eb\u30c1\u30a2\u30bb\u30c3\u30c8\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u76e3\u7763\u3001\u898f\u5236\u9075\u5b88<\/td><\/tr><tr><td>\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/td><td>\u4e00\u4efb\u5951\u7d04\u7ba1\u7406\u3001\u9867\u5ba2\u5831\u544a<\/td><\/tr><tr><td>\u30de\u30eb\u30c1\u304a\u3088\u3073\u30b7\u30f3\u30b0\u30eb\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9<\/td><td>\u7d71\u5408\u30a6\u30a7\u30eb\u30b9\u30fb\u30d3\u30e5\u30fc\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u8ffd\u8de1<\/td><\/tr><tr><td>RIA\uff08\u767b\u9332\u6295\u8cc7\u9867\u554f\u696d\u8005\uff09<\/td><td>\u9867\u5ba2\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9069\u5408\u6027\u6587\u66f8\u4f5c\u6210<\/td><\/tr><tr><td>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u30fb\u30d5\u30a1\u30fc\u30e0<\/td><td>\u30d5\u30a1\u30f3\u30c9\u7ba1\u7406\u3001\u30ad\u30e3\u30d4\u30bf\u30eb\u30b3\u30fc\u30eb\u3001IR<\/td><\/tr><tr><td>\u4fdd\u967a\u4f1a\u793e\u3068\u5e74\u91d1\u57fa\u91d1<\/td><td>\u8ca0\u50b5\u30de\u30c3\u30c1\u30f3\u30b0\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30ea\u30b9\u30af\u7ba1\u7406<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u4eba\u5411\u3051\u6295\u8cc7\u30a2\u30d7\u30ea\u3068\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30fb\u30b0\u30ec\u30fc\u30c9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u533a\u5225\u3059\u308b\u3053\u3068\u306f\u91cd\u8981\u3060\u3002\u6d88\u8cbb\u8005\u5411\u3051\u30a2\u30d7\u30ea\u304c\u500b\u5225\u9298\u67c4\u306e\u30d4\u30c3\u30ad\u30f3\u30b0\u3084\u57fa\u672c\u7684\u306a\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u306e\u306b\u5bfe\u3057\u3001\u4f01\u696d\u5411\u3051\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u8907\u6570\u306e\u8cc7\u7523\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u4e00\u4efb\u30de\u30f3\u30c7\u30fc\u30c8\u3001\u8907\u6570\u306e\u6cd5\u57df\u306b\u307e\u305f\u304c\u308b\u8907\u96d1\u306a\u898f\u5236\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6271\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u6295\u8cc7\u7ba1\u7406\u30c4\u30fc\u30eb\u306f\u3001\u5358\u4f53\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30a8\u30f3\u30b8\u30f3\u3068\u3057\u3066\u3067\u306f\u306a\u304f\u3001\u3088\u308a\u5e83\u7bc4\u306aCRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u3084\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u74b0\u5883\u306e\u4e2d\u306b\u4f4d\u7f6e\u3065\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u6295\u8cc7\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u5fc5\u8981\u3068\u3059\u308b\u3082\u306e\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u8ffd\u8de1\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u95a2\u4fc2\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u72b6\u6cc1\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u306e\u5b8c\u5168\u306a\u53ef\u8996\u6027\u3067\u3042\u308b\u3053\u3068\u3092\u8a8d\u8b58\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1344\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/d2b83a8a-ce31-4d93-b6de-f5b0f13aa68d.png\" alt=\"\" class=\"wp-image-48948\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/d2b83a8a-ce31-4d93-b6de-f5b0f13aa68d.png 1344w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/d2b83a8a-ce31-4d93-b6de-f5b0f13aa68d-300x171.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/d2b83a8a-ce31-4d93-b6de-f5b0f13aa68d-1024x585.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/d2b83a8a-ce31-4d93-b6de-f5b0f13aa68d-768x439.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/d2b83a8a-ce31-4d93-b6de-f5b0f13aa68d-18x10.png 18w\" sizes=\"(max-width: 1344px) 100vw, 1344px\" \/><figcaption class=\"wp-element-caption\">\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff1a2026\u5e74\u5b8c\u5168\u30ac\u30a4\u30c9<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-features-of-modern-investment-management-software\">\u6700\u65b0\u306e\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4e2d\u6838\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u307e\u3067\u306b\u3001\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306f\u3001\u30d5\u30ed\u30f3\u30c8\u3001\u30df\u30c9\u30eb\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u696d\u52d9\u306e\u4e00\u90e8\u3092\u30ab\u30d0\u30fc\u3059\u308b\u7d71\u5408\u30b9\u30bf\u30c3\u30af\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u30dd\u30a4\u30f3\u30c8\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5bc4\u305b\u96c6\u3081\u308b\u6642\u4ee3\u306f\u7d42\u308f\u308a\u3064\u3064\u3042\u308a\u3001\u6295\u8cc7\u30c1\u30fc\u30e0\u306f\u30c7\u30fc\u30bf\u5165\u529b\u306e\u91cd\u8907\u3092\u306a\u304f\u3057\u3001\u3059\u3079\u3066\u306e\u696d\u52d9\u306b\u308f\u305f\u3063\u3066\u3088\u308a\u6df1\u3044\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-multi-asset-portfolio-management\">\u30de\u30eb\u30c1\u30fb\u30a2\u30bb\u30c3\u30c8\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u682a\u5f0f\u3001\u50b5\u5238\u3001\u30df\u30e5\u30fc\u30c1\u30e5\u30a2\u30eb\u30fb\u30d5\u30a1\u30f3\u30c9\u3001\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u30c9\u5546\u54c1\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/li>\n\n\n\n<li>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u3001\u30d9\u30f3\u30c1\u30e3\u30fc\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u3001\u4e0d\u52d5\u7523\u3001\u305d\u306e\u4ed6\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u3078\u306e\u652f\u63f4<\/li>\n\n\n\n<li>\u8907\u6570\u306e\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u304a\u3088\u3073\u53e3\u5ea7\u30bf\u30a4\u30d7\u306b\u307e\u305f\u304c\u308b\u7d71\u5408\u30d3\u30e5\u30fc<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30921\u3064\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u96c6\u7d04\u3059\u308b\u30a2\u30ab\u30a6\u30f3\u30c8\u30a2\u30b0\u30ea\u30b2\u30fc\u30b7\u30e7\u30f3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306e\u6295\u8cc7\u904b\u7528\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u3001ETF\u3001\u72ec\u81ea\u6226\u7565\u3092\u542b\u3080\u5e45\u5e83\u3044\u6295\u8cc7\u30aa\u30d7\u30b7\u30e7\u30f3\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u591a\u69d8\u306a\u9867\u5ba2\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-performance-and-risk-analytics\">\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u30ea\u30b9\u30af\u5206\u6790<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ROI\u3001\u30a2\u30eb\u30d5\u30a1\u3001\u30d9\u30fc\u30bf\u3001\u30b7\u30e3\u30fc\u30d7\u30ec\u30b7\u30aa\u3001\u30c8\u30ec\u30a4\u30ca\u30fc\u30ec\u30b7\u30aa\u306a\u3069\u306e\u91cd\u8981\u306a\u6307\u6a19<\/li>\n\n\n\n<li>\u30d0\u30ea\u30e5\u30fc\u30fb\u30a2\u30c3\u30c8\u30fb\u30ea\u30b9\u30af\uff08VaR\uff09\u3001\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3001\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u306e\u6e2c\u5b9a<\/li>\n\n\n\n<li>\u91d1\u5229\u30b7\u30e7\u30c3\u30af\u3068\u70ba\u66ff\u30b7\u30e7\u30c3\u30af\u306e\u30b7\u30ca\u30ea\u30aa\u30fb\u30e2\u30c7\u30ea\u30f3\u30b0<\/li>\n\n\n\n<li>\u95a2\u9023\u6307\u6570\u3068\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u6bd4\u8f03<\/li>\n\n\n\n<li>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u3088\u308b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5206\u6790<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-order-and-rebalancing-workflows\">\u30aa\u30fc\u30c0\u30fc\u3068\u30ea\u30d0\u30e9\u30f3\u30b7\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u76ee\u6a19\u8cc7\u7523\u914d\u5206\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb<\/li>\n\n\n\n<li>\u6ce8\u6587\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u7d71\u5408\u3055\u308c\u305f\u53d6\u5f15\u524d\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af<\/li>\n\n\n\n<li>\u81ea\u52d5\u5316\u3055\u308c\u305f\u53d6\u5f15\u30ad\u30e3\u30d7\u30c1\u30e3\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30df\u30b9\u3092\u524a\u6e1b<\/li>\n\n\n\n<li>\u53e3\u5ea7\u9593\u306e\u30d6\u30ed\u30c3\u30af\u53d6\u5f15\u3068\u914d\u5206\u306e\u30b5\u30dd\u30fc\u30c8<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-and-audit\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u76e3\u67fb<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>MiFID II\uff08Markets in Financial Instruments Directive II\u3001\u6b27\u5dde\u9023\u5408\uff08EU\uff09\u306e\u898f\u5236\u67a0\u7d44\u307f\uff09\u306b\u57fa\u3065\u304f\u53d6\u5f15\u306e\u9069\u5408\u6027\u3068\u9069\u5207\u6027\u306e\u4e8b\u524d\u898f\u5236<\/li>\n\n\n\n<li>\u56fd\u5883\u3092\u8d8a\u3048\u305f\u898f\u5236\u306e\u9069\u7528\u7bc4\u56f2<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u6295\u8cc7\u6c7a\u5b9a\u306b\u5bfe\u3059\u308b\u81ea\u52d5\u5316\u3055\u308c\u305f\u76e3\u67fb\u8a3c\u8de1<\/li>\n\n\n\n<li>\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u304a\u3088\u3073\u4fdd\u5b58\u30dd\u30ea\u30b7\u30fc\u306b\u3088\u308b\u6587\u66f8\u7ba1\u7406<\/li>\n\n\n\n<li>\u898f\u5236\u5f53\u5c40\u3078\u306e\u5831\u544a\u7528\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u30c1\u30a7\u30c3\u30af\u6a5f\u80fd<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reporting-and-communication\">\u5831\u544a\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u5411\u3051\u30d6\u30e9\u30f3\u30c9PDF\u30ec\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u30c9\u30ea\u30eb\u30c0\u30a6\u30f3\u6a5f\u80fd\u3092\u5099\u3048\u305f\u30a4\u30f3\u30bf\u30e9\u30af\u30c6\u30a3\u30d6\u306a\u30ec\u30dd\u30fc\u30c8\u30c4\u30fc\u30eb<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3084\u793e\u5185\u30c1\u30fc\u30e0\u3078\u306e\u30e1\u30fc\u30eb\u914d\u4fe1\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u7ba1\u7406<\/li>\n\n\n\n<li>\u53d6\u7de0\u5f79\u4f1a\u30ec\u30d9\u30eb\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u9ad8\u5ea6\u306a\u30ec\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8868\u793a\u3067\u304d\u308b\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u65e5\u3005\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u91d1\u878d\u306e\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306f\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3084\u500b\u4eba\u9867\u5ba2\u304c\u30a2\u30af\u30bb\u30b9\u3057\u3084\u3059\u304f\u3001\u4fa1\u5024\u304c\u3042\u308b\u3068\u611f\u3058\u308b\u3001\u6d1e\u5bdf\u306b\u6e80\u3061\u305f\u8996\u899a\u7684\u306b\u8c4a\u304b\u306a\u30ec\u30dd\u30fc\u30c8\u3092\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u306a\u304f\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-and-regulatory-compliance\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u898f\u5236\u9075\u5b88<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\u5e74\u4ee5\u964d\u3001\u30c7\u30fc\u30bf\u30ed\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u4e16\u754c\u4e2d\u306e\u91d1\u878d\u6a5f\u95a2\u306e\u53d6\u7de0\u5f79\u4f1a\u30ec\u30d9\u30eb\u306e\u30c8\u30d4\u30c3\u30af\u3068\u306a\u3063\u305f\u3002\u9032\u5316\u3059\u308bEU\u306eGDPR\u65bd\u884c\u3001\u5916\u56fd\u5f53\u5c40\u306b\u3088\u308b\u57df\u5916\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u3078\u306e\u61f8\u5ff5\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u304c\u91cd\u306a\u308a\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u304c\u91cd\u8981\u306a\u9078\u629e\u57fa\u6e96\u3068\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u60c5\u5831\u304c\u7269\u7406\u7684\u306b\u30b9\u30a4\u30b9\u306b\u3042\u308b\u30b5\u30fc\u30d0\u30fc\u306b\u4fdd\u5b58\u3055\u308c\u3001\u30b9\u30a4\u30b9\u306e\u53f8\u6cd5\u6a29\u306e\u307f\u304c\u9069\u7528\u3055\u308c\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30b9\u30a4\u30b9\u304c\u4ee5\u4e0b\u3092\u63d0\u4f9b\u3059\u308b\u304b\u3089\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7c73\u56fd\u3068EU\u306e\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u306e\u67a0\u7d44\u307f\u3092\u8d85\u3048\u305f\u5f37\u529b\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77<\/li>\n\n\n\n<li>\u4e16\u754c\u7684\u306b\u5c0a\u91cd\u3055\u308c\u308b\u5b89\u5b9a\u3057\u305f\u4e2d\u7acb\u7684\u306a\u6cd5\u7684\u74b0\u5883<\/li>\n\n\n\n<li>FINMA\uff08\u30b9\u30a4\u30b9\u91d1\u878d\u5e02\u5834\u76e3\u7763\u5c40\uff09\u304b\u3089\u306e\u660e\u78ba\u306a\u898f\u5236\u3078\u306e\u671f\u5f85<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u306e\u88c1\u5224\u6240\u306e\u627f\u8a8d\u306a\u3057\u306b\u5916\u56fd\u306e\u30c7\u30fc\u30bf\u8981\u6c42\u306b\u5fdc\u3058\u308b\u7fa9\u52d9\u306f\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u5916\u90e8\u306e\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u7c73\u56fd\u306eCLOUD\u6cd5\u3084\u305d\u306e\u4ed6\u306e\u57df\u5916\u6cd5\u898f\u5236\u306e\u5bfe\u8c61\u3068\u306a\u308b\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u8b66\u6212\u3059\u308b\u898f\u5236\u5f53\u5c40\u306b\u30a2\u30d4\u30fc\u30eb\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-areas-covered-by-robust-investment-management-software\">\u5805\u7262\u306a\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u30ab\u30d0\u30fc\u3059\u308b\u898f\u5236\u5206\u91ce<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u898f\u5236\u306e\u67a0\u7d44\u307f<\/th><th>\u4e3b\u306a\u8981\u4ef6<\/th><\/tr><tr><td>FINMA\u306e\u671f\u5f85<\/td><td>\u9867\u5ba2\u30c7\u30fc\u30bf\u4fdd\u8b77\u3001\u696d\u52d9\u56de\u5fa9\u529b\u3001\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u7ba1\u7406<\/td><\/tr><tr><td>GDPR<\/td><td>\u30c7\u30fc\u30bf\u6700\u5c0f\u5316\u3001\u540c\u610f\u7ba1\u7406\u3001\u6d88\u53bb\u6a29<\/td><\/tr><tr><td>\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30c7\u30fc\u30bf\u8ee2\u9001<\/td><td>\u7ba1\u8f44\u533a\u57df\u3092\u96e2\u308c\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u5bfe\u3059\u308b\u9069\u5207\u306a\u4fdd\u8b77\u63aa\u7f6e<\/td><\/tr><tr><td>KYC\/AML\u8a18\u9332\u306e\u4fdd\u6301<\/td><td>\u6587\u66f8\u5316\u3055\u308c\u305f\u672c\u4eba\u78ba\u8a8d\u3001\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3001\u7591\u308f\u3057\u3044\u6d3b\u52d5\u306e\u5831\u544a\uff08KYC\uff1aKnow Your Customer\u3001AML\uff1aAnti Money Laundering\uff09<\/td><\/tr><tr><td>\u6295\u8cc7\u5224\u65ad\u306e\u76e3\u67fb\u53ef\u80fd\u6027<\/td><td>\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u9069\u5408\u6027\u8a55\u4fa1\u3001\u53d6\u5f15\u6839\u62e0\u306e\u5b8c\u5168\u306a\u8a3c\u8de1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306a\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3001\u91d1\u878d\u30c7\u30fc\u30bf\u304c\u8907\u6570\u306e\u53f8\u6cd5\u7ba1\u8f44\u533a\u306b\u307e\u305f\u304c\u3063\u3066\u4fdd\u5b58\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u304f\u3001\u3069\u306e\u6cd5\u5f8b\u304c\u9069\u7528\u3055\u308c\u308b\u304b\u304c\u4e0d\u660e\u78ba\u3068\u306a\u308b\u3002InvestGlass\u306e\u3088\u3046\u306a\u30bd\u30d6\u30ea\u30f3\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u4ee5\u4e0b\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u5bfe\u7167\u7684\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9759\u6b62\u6642\u304a\u3088\u3073\u8ee2\u9001\u4e2d\u306e\u30c7\u30fc\u30bf\u306e\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u6697\u53f7\u5316<\/li>\n\n\n\n<li>\u8ab0\u304c\u4f55\u3092\u898b\u308b\u304b\u3092\u5236\u9650\u3059\u308b\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u3092\u8a3c\u660e\u3059\u308b\u6539\u3056\u3093\u9632\u6b62\u30ed\u30b0<\/li>\n\n\n\n<li>\u5951\u7d04\u306b\u3088\u308b\u660e\u78ba\u306a\u30c7\u30fc\u30bf\u6b8b\u5b58\u4fdd\u8a3c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30c7\u30ea\u30b1\u30fc\u30c8\u306a\u95a2\u4fc2\u3092\u6271\u3046\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u3089\u306f\u5358\u306a\u308b\u6a5f\u80fd\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3068\u898f\u5236\u4e0a\u306e\u5730\u4f4d\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306e\u8981\u4ef6\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-investment-management-why-integration-matters\">CRM\u3068\u6295\u8cc7\u7ba1\u7406\uff1a\u306a\u305c\u7d71\u5408\u304c\u91cd\u8981\u306a\u306e\u304b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d30\u5206\u5316\u3055\u308c\u305f\u30b9\u30bf\u30c3\u30af\u306f\u3001CRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u305d\u3057\u3066\u3001\u9867\u5ba2\u7ba1\u7406\u3092\u5206\u96e2\u3057\u3066\u3044\u308b\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=\"5833\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u30c4\u30fc\u30eb\u306f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30fb\u30ea\u30b9\u30af\u3068\u9867\u5ba2\u4f53\u9a13\u306e\u4f4e\u4e0b\u3092\u3082\u305f\u3089\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u9867\u5ba2\u306e\u72b6\u6cc1\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306b5\u3064\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5207\u308a\u66ff\u3048\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u5834\u5408\u3001\u30a8\u30e9\u30fc\u306f\u5897\u52a0\u3057\u3001\u30ec\u30b9\u30dd\u30f3\u30b9\u30bf\u30a4\u30e0\u306f\u4f4e\u4e0b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3068\u3063\u3066\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u52b9\u7387\u5316\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u3001KYC\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u6295\u8cc7\u30de\u30f3\u30c7\u30fc\u30c8\u3001\u5b9f\u969b\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5358\u4e00\u306e\u30ec\u30b3\u30fc\u30c9\u306b\u30ea\u30f3\u30af\u3057\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u696d\u52d9\u3092\u4e00\u5909\u3055\u305b\u3001\u5404\u30b7\u30b9\u30c6\u30e0\u306b\u6563\u5728\u3059\u308b\u540c\u3058\u9867\u5ba2\u30c7\u30fc\u30bf\u30921\u3064\u306e\u6a29\u5a01\u3042\u308b\u30bd\u30fc\u30b9\u306b\u7f6e\u304d\u63db\u3048\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u3092\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30d5\u30a1\u30fc\u30e0\u306f\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u6539\u5584\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u306e\u5f37\u5316\u3092\u901a\u3058\u3066\u3001\u3088\u308a\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u5b9f\u73fe\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-workflow-examples-demonstrating-integration-value\">\u7d71\u5408\u306e\u4fa1\u5024\u3092\u793a\u3059\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u4f8b<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\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=\"5832\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u2192 \u6295\u8cc7\u9069\u5408\u6027<\/strong>:\u65b0\u898f\u9867\u5ba2\u306f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5b8c\u4e86\u3057\u3001KYC\uff08Know Your Customer\uff09\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3068\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u306b\u76f4\u63a5\u53d6\u308a\u8fbc\u307e\u308c\u308b\u3002\u9867\u5ba2\u304c\u4fdd\u5b88\u7684\u3068\u5206\u985e\u3055\u308c\u305f\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u30cf\u30a4\u30ea\u30b9\u30af\u5546\u54c1\u3092\u63a8\u5968\u3057\u306a\u3044\u3002.<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u3068\u306e\u3084\u308a\u3068\u308a \u2192 \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8<\/strong>:CRM\u306b\u8a18\u9332\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u30e1\u30e2\u3001\u96fb\u8a71\u306f\u3001\u898f\u5236\u4e0a\u306e\u8a18\u9332\u306e\u4e00\u90e8\u3068\u306a\u308a\u307e\u3059\u3002\u76e3\u67fb\u306e\u969b\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u624b\u4f5c\u696d\u3067\u66f8\u985e\u3092\u63a2\u3059\u3053\u3068\u306a\u304f\u3001\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u5c65\u6b74\u3092\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5909\u66f4 \u2192 \u7a4d\u6975\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/strong>:\u91cd\u8981\u306a\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30a4\u30d9\u30f3\u30c8\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u5834\u5408\u3001\u7d71\u5408\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308a\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30e9\u30fc\u30c8\u3068\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3055\u308c\u305f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u304c\u767a\u52d5\u3055\u308c\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u3067\u9069\u5207\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u5f37\u5316\u3055\u308c\u307e\u3059\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u305d\u306e\u30e1\u30ea\u30c3\u30c8\u306f\u3059\u3050\u306b\u73fe\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5404\u9867\u5ba2\u4e16\u5e2f\u306e360\u00b0\u30d3\u30e5\u30fc\u30921\u3064\u306e\u753b\u9762\u306b\u8868\u793a<\/li>\n\n\n\n<li>\u7d71\u5408\u3055\u308c\u305f\u30bf\u30b9\u30af\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3057\u304d\u3044\u5024\u306b\u9055\u53cd\u3057\u305f\u5834\u5408\u306e\u81ea\u52d5\u30a2\u30e9\u30fc\u30c8<\/li>\n\n\n\n<li>\u7ba1\u7406\u696d\u52d9\u306b\u304b\u304b\u308b\u6642\u9593\u3092\u524a\u6e1b\u3057\u3001\u500b\u5225\u5bfe\u5fdc\u306b\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001EU\u3001\u82f1\u56fd\u3001\u30b9\u30a4\u30b9\u306e\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u30c1\u30a7\u30c3\u30af\u3082\u7c21\u7d20\u5316\u3055\u308c\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u9867\u5ba2\u5206\u985e\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30a2\u30af\u30b7\u30e7\u30f3\u304c\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3068\u3068\u3082\u306b\u540c\u3058\u30b7\u30b9\u30c6\u30e0\u4e0a\u306b\u5b58\u5728\u3059\u308b\u305f\u3081\u3001\u76e3\u67fb\u6642\u306b\u9069\u5408\u6027\u3092\u8a3c\u660e\u3059\u308b\u3053\u3068\u304c\u5bb9\u6613\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-in-investment-management-software\">\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u304a\u3051\u308bAI\u3068\u81ea\u52d5\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2023\u5e74\u9803\u304b\u3089\u3001AI\u306f\u5b9f\u9a13\u7684\u306a\u6a5f\u80fd\u304b\u3089\u3001\u6295\u8cc7\u30c1\u30fc\u30e0\u306e\u65e5\u5e38\u7684\u306a\u30c4\u30fc\u30eb\u306b\u7d44\u307f\u8fbc\u307e\u308c\u308b\u6a5f\u80fd\u3078\u3068\u79fb\u884c\u3057\u305f\u3002\u304b\u3064\u3066\u306f\u7af6\u4e89\u4e0a\u306e\u5dee\u5225\u5316\u8981\u56e0\u3067\u3042\u3063\u305f\u3082\u306e\u304c\u3001\u4eca\u3067\u306f\u30d6\u30ed\u30fc\u30ab\u30fc\u30fb\u30c7\u30a3\u30fc\u30e9\u30fc\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3068\u3063\u3066\u57fa\u672c\u7684\u306a\u671f\u5f85\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-themes-transforming-investment-operations\">\u6295\u8cc7\u696d\u52d9\u3092\u5909\u9769\u3059\u308b\u81ea\u52d5\u5316\u306e\u30c6\u30fc\u30de<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30fb\u30a8\u30ea\u30a2<\/th><th>\u30a4\u30f3\u30d1\u30af\u30c8<\/th><\/tr><tr><td>\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u304b\u3089\u306e\u30c7\u30fc\u30bf\u53ce\u96c6<\/td><td>\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3092\u306a\u304f\u3057\u3001\u30a8\u30e9\u30fc\u3092\u524a\u6e1b<\/td><\/tr><tr><td>\u548c\u89e3<\/td><td>\u77db\u76fe\u306b\u81ea\u52d5\u7684\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u6bce\u65e5\u306e\u4f5c\u696d\u6642\u9593\u3092\u77ed\u7e2e<\/td><\/tr><tr><td>\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30a2\u30af\u30b7\u30e7\u30f3\u51e6\u7406<\/td><td>\u914d\u5f53\u3001\u5206\u5272\u3001\u5408\u4f75\u51e6\u7406\u306e\u81ea\u52d5\u5316<\/td><\/tr><tr><td>\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u304f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9<\/td><td>\u624b\u4f5c\u696d\u306a\u3057\u3067\u76ee\u6a19\u914d\u5206\u3092\u7dad\u6301<\/td><\/tr><tr><td>\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30b3\u30fc\u30eb\u51e6\u7406<\/td><td>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u304a\u3088\u3073\u30d9\u30f3\u30c1\u30e3\u30fc\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u696d\u52d9\u306e\u5408\u7406\u5316<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-use-cases-delivering-measurable-value\">\u6e2c\u5b9a\u53ef\u80fd\u306a\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308bAI\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u63d0\u8a00<\/strong>:\u4e88\u6e2c\u5206\u6790\uff1a\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u3001\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u3001\u5e02\u5834\u306e\u72b6\u6cc1\u306b\u57fa\u3065\u3044\u3066\u3001\u9867\u5ba2\u3068\u306e\u6b21\u5584\u306e\u7b56\u3092\u63d0\u6848<\/li>\n\n\n\n<li><strong>\u7570\u5e38\u691c\u77e5<\/strong>:\u30a8\u30e9\u30fc\u3001\u4e0d\u6b63\u884c\u70ba\u3001\u5e02\u5834\u6a5f\u4f1a\u3092\u793a\u3059\u53ef\u80fd\u6027\u306e\u3042\u308b\u7570\u5e38\u306a\u53d6\u5f15\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u52d5\u304d\u306e\u7279\u5b9a<\/li>\n\n\n\n<li><strong>\u89e3\u7d04\u4e88\u6e2c\u5206\u6790<\/strong>:\u9867\u5ba2\u304c\u96e2\u53cd\u3059\u308b\u524d\u306b\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u96e2\u53cd\u306e\u5146\u5019\u3092\u8b66\u544a<\/li>\n\n\n\n<li><strong>\u81ea\u7136\u8a00\u8a9e\u306b\u3088\u308b\u8981\u7d04<\/strong>:\u9867\u5ba2\u30ec\u30dd\u30fc\u30c8\u7528\u306b\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5909\u66f4\u306e\u8aac\u660e\u3092\u5e73\u6613\u306a\u8a00\u8449\u3067\u81ea\u52d5\u751f\u6210<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3<\/strong>:\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3001\u884c\u52d5\u3001\u53ef\u80fd\u6027\u306b\u3088\u3063\u3066\u30b0\u30eb\u30fc\u30d7\u5316\u3057\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fAI\u3092\u6d3b\u7528\u3057\u3066\u3001\u30ea\u30fc\u30c9\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u3001\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u306e\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u9867\u5ba2\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u884c\u3063\u3066\u3044\u308b\u3002\u3053\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u91cd\u8981\u306a\u306e\u306f\u3001\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306fAI\u3092\u8aac\u660e\u53ef\u80fd\u3067\u76e3\u67fb\u53ef\u80fd\u306a\u3082\u306e\u306b\u3057\u3066\u304a\u304b\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u304b\u3089\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u30a2\u30bb\u30c3\u30c8\u30b5\u30fc\u30d3\u30b5\u30fc\u306b\u3068\u3063\u3066\u3001\u6587\u66f8\u5316\u3055\u308c\u3066\u3044\u306a\u3044AI\u306f\u898f\u5236\u4e0a\u306e\u30ea\u30b9\u30af\u3092\u751f\u3080\u3068\u3044\u3046\u8b66\u544a\u306f\u660e\u78ba\u3060\u3002\u5c0e\u5165\u306b\u6210\u529f\u3059\u308c\u3070\u3001\u305d\u306e\u7dad\u6301\u304c\u53ef\u80fd\u306b\u306a\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u6c7a\u5b9a\u306e\u305f\u3081\u306e\u660e\u78ba\u306a\u4eba\u7684\u30eb\u30fc\u30d7\u30fb\u30d7\u30ed\u30bb\u30b9<\/li>\n\n\n\n<li>\u898f\u5236\u5f53\u5c40\u304c\u30ec\u30d3\u30e5\u30fc\u3067\u304d\u308b\u6587\u66f8\u5316\u3055\u308c\u305f\u30e2\u30c7\u30eb\u30fb\u30ed\u30b8\u30c3\u30af<\/li>\n\n\n\n<li>AI\u306e\u63a8\u5968\u304c\u5c02\u9580\u5bb6\u306e\u5224\u65ad\u3068\u76f8\u53cd\u3059\u308b\u5834\u5408\u306e\u30aa\u30fc\u30d0\u30fc\u30e9\u30a4\u30c9\u6a5f\u80fd<\/li>\n\n\n\n<li>\u5b9f\u969b\u306e\u6210\u679c\u306b\u5bfe\u3059\u308bAI\u306e\u30a2\u30a6\u30c8\u30d7\u30c3\u30c8\u306e\u5b9a\u671f\u7684\u306a\u691c\u8a3c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u5ea6\u306a\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u6a5f\u80fd\u306f\u3001\u6295\u8cc7\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u304c\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u6295\u8cc7\u5224\u65ad\u3092\u8fc5\u901f\u306b\u4e0b\u3059\u306e\u306b\u5f79\u7acb\u3064\u304c\u3001\u9867\u5ba2\u304c\u4fe1\u983c\u3059\u308b\u53d7\u8a17\u8005\u3068\u3057\u3066\u306e\u5224\u65ad\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3053\u3068\u304c\u3042\u3063\u3066\u306f\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-portals-and-digital-onboarding\">\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3068\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306e\u5bcc\u88d5\u5c64\u3084\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306f\u3001\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3078\u306e\u5b89\u5168\u3067\u5e38\u6642\u63a5\u7d9a\u53ef\u80fd\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30a2\u30af\u30bb\u30b9\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u56db\u534a\u671f\u3054\u3068\u306e\u7d19\u306e\u660e\u7d30\u66f8\u3068\u5b9a\u671f\u7684\u306a\u96fb\u8a71\u304c\u552f\u4e00\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3067\u3042\u3063\u305f\u6642\u4ee3\u306f\u7d42\u308f\u308a\u3001\u9867\u5ba2\u306f\u56de\u7b54\u304c\u5fc5\u8981\u306a\u3068\u304d\u3001\u3057\u3070\u3057\u3070\u55b6\u696d\u6642\u9593\u5916\u306b\u9023\u7d61\u3092\u53d6\u308b\u3088\u3046\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-clients-expect-from-a-modern-portal\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u6700\u65b0\u306e\u30dd\u30fc\u30bf\u30eb\u306b\u671f\u5f85\u3059\u308b\u3053\u3068<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u591a\u8981\u7d20\u8a8d\u8a3c\u306b\u3088\u308b\u9280\u884c\u30ec\u30d9\u30eb\u306e\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/li>\n\n\n\n<li>\u4f1a\u793e\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u53cd\u6620\u3057\u305f\u30d6\u30e9\u30f3\u30c9\u30fb\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u8cc7\u7523\u914d\u5206\u3001\u53d6\u5f15\u3092\u8868\u793a\u3059\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/li>\n\n\n\n<li>PDF\u304a\u3088\u3073Excel\u5f62\u5f0f\u3067\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u53ef\u80fd\u306a\u30ec\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u306b\u3088\u308b\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u3042\u3089\u3086\u308b\u30c7\u30d0\u30a4\u30b9\u304b\u3089\u306e\u30a2\u30af\u30bb\u30b9\u3092\u53ef\u80fd\u306b\u3059\u308b\u30e2\u30d0\u30a4\u30eb\u5bfe\u5fdc<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-steps\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30c6\u30c3\u30d7<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u5bb6\u3078\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u4eca\u3084\u95a2\u4fc2\u5168\u4f53\u306b\u5bfe\u3059\u308b\u671f\u5f85\u3092\u8a2d\u5b9a\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u52b9\u679c\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6d41\u308c\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u30a6\u30a7\u30d6\u30d5\u30a9\u30fc\u30e0<\/strong>:\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u3084\u7ba1\u8f44\u533a\u57df\u306b\u9069\u5fdc\u3057\u305f\u76f4\u611f\u7684\u306a\u30c7\u30fc\u30bf\u53ce\u96c6<\/li>\n\n\n\n<li><strong>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9<\/strong>:\u8eab\u5206\u8a3c\u660e\u66f8\u3068\u88dc\u52a9\u8cc7\u6599\u306e\u78ba\u5b9f\u306a\u63d0\u51fa<\/li>\n\n\n\n<li><strong>\u96fb\u5b50\u7f72\u540d<\/strong>:\u7269\u7406\u7684\u306a\u7d19\u306a\u3057\u3067\u6cd5\u7684\u62d8\u675f\u529b\u306e\u3042\u308b\u7f72\u540d<\/li>\n\n\n\n<li><strong>\u30d3\u30c7\u30aa\u8b58\u5225<\/strong>:\u898f\u5236\u304c\u8a31\u53ef\u3059\u308b\u9060\u9694\u672c\u4eba\u78ba\u8a8d<\/li>\n\n\n\n<li><strong>\u81ea\u52d5KYC\/AML\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/strong>:\u5236\u88c1\u30ea\u30b9\u30c8\u304a\u3088\u3073PEP\uff08\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u305f\u4eba\u7269\uff09\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30c1\u30a7\u30c3\u30af<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c7\u30fc\u30bf\u3092CRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u76f4\u63a5\u63a5\u7d9a\u3057\u3001\u91cd\u8907\u5165\u529b\u3092\u306a\u304f\u3057\u3001\u65b0\u898f\u9867\u5ba2\u306e\u6295\u8cc7\u307e\u3067\u306e\u6642\u9593\u3092\u5287\u7684\u306b\u77ed\u7e2e\u3057\u307e\u3059\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u9867\u5ba2\u306b\u306a\u308b\u3068\u3001\u305d\u306e\u60c5\u5831\u306f\u518d\u5165\u529b\u3059\u308b\u3053\u3068\u306a\u304f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u6d41\u308c\u8fbc\u307f\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">Allvue Systems\u3084SimCorp\u306e\u3088\u3046\u306a\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u5408\u7406\u5316\u3057\u3001\u904b\u7528\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u6295\u8cc7\u5224\u65ad\u3092\u884c\u3046\u305f\u3081\u306e\u3001\u62e1\u5f35\u6027\u3068\u67d4\u8edf\u6027\u306b\u512a\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u77e5\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u7d44\u7e54\u3068\u5171\u306b\u6210\u9577\u3057\u3001\u9032\u5316\u3059\u308b\u30cb\u30fc\u30ba\u306b\u9069\u5fdc\u3059\u308b\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3067\u3001\u6295\u8cc7\u7ba1\u7406\u696d\u52d9\u306e\u5c06\u6765\u6027\u3092\u8a3c\u660e\u3057\u3001\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 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class=\"wp-block-paragraph\">Masttro\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4f01\u696d\u304c\u30cb\u30fc\u30ba\u3092\u8a55\u4fa1\u3057\u3001\u6700\u3082\u8cbb\u7528\u5bfe\u52b9\u679c\u306e\u9ad8\u3044\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3067\u304d\u308b\u3088\u3046\u3001\u30c7\u30e2\u3084\u500b\u5225\u76f8\u8ac7\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u306f\u3001\u898b\u51fa\u3057\u306e\u4fa1\u683c\u3060\u3051\u3067\u306a\u304f\u3001\u9577\u671f\u7684\u306a\u4fa1\u5024\u3092\u8003\u616e\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\uff1a\u305d\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u5fa1\u793e\u306e\u6210\u9577\u8a08\u753b\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u304b\uff1f\u305d\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u6210\u9577\u8a08\u753b\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u304b\uff1f\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u3068\u305d\u306e\u5185\u5bb9\u3092\u660e\u78ba\u306b\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u6295\u8cc7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u3084\u8ca1\u52d9\u76ee\u6a19\u306b\u6cbf\u3063\u305f\u3001\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-success-with-investment-management-software\">\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u6210\u529f\u3092\u6e2c\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u771f\u306e\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u306b\u306f\u3001\u904b\u7528\u52b9\u7387\u3068\u9867\u5ba2\u306e\u6210\u679c\u306e\u4e21\u65b9\u3092\u53cd\u6620\u3059\u308b\u4e3b\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\uff08KPI\uff09\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u6295\u8cc7\u30de\u30cd\u30b8\u30e3\u30fc\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30d4\u30fc\u30c9\u306a\u3069\u306e\u6307\u6a19\u3092\u76e3\u8996\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u6700\u65b0\u306e\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b\u9ad8\u5ea6\u306a\u5206\u6790\u3068\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u6d1e\u5bdf\u306e\u751f\u6210\u3001\u50be\u5411\u306e\u7279\u5b9a\u3001\u6539\u5584\u9818\u57df\u306e\u7279\u5b9a\u304c\u5bb9\u6613\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306eKPI\u3092\u5b9a\u671f\u7684\u306b\u8a55\u4fa1\u3059\u308b\u3053\u3068\u3067\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306f\u6226\u7565\u3092\u7df4\u308a\u76f4\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5168\u6a5f\u80fd\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u6df1\u3081\u3001\u6295\u8cc7\u76ee\u6a19\u304c\u4e00\u8cab\u3057\u3066\u9054\u6210\u3055\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u3088\u308a\u826f\u3044\u610f\u601d\u6c7a\u5b9a\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u5e02\u5834\u3067\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u53ce\u3081\u308b\u305f\u3081\u306e\u4f4d\u7f6e\u3065\u3051\u306b\u3082\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-staying-up-to-date-trends-and-continuous-improvement\">\u5e38\u306b\u6700\u65b0\u306e\u60c5\u5831\u3092\uff1a\u30c8\u30ec\u30f3\u30c9\u3068\u7d99\u7d9a\u7684\u6539\u5584<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306f\u6025\u901f\u306b\u9032\u5316\u3057\u3066\u304a\u308a\u3001\u65b0\u3057\u3044\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3084\u898f\u5236\u306e\u5909\u66f4\u306b\u3088\u3063\u3066\u3001\u6295\u8cc7\u904b\u7528\u306e\u72b6\u6cc1\u306f\u7d76\u3048\u305a\u5909\u5316\u3057\u3066\u3044\u308b\u3002\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u904b\u7528\u62c5\u5f53\u8005\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u6700\u65b0\u30c8\u30ec\u30f3\u30c9\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u306e\u91cd\u8981\u6027\u306e\u9ad8\u307e\u308a\u3001\u904b\u7528\u52b9\u7387\u306b\u304a\u3051\u308b\u65b0\u305f\u306a\u30d9\u30b9\u30c8\u30fb\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u3064\u3044\u3066\u5e38\u306b\u60c5\u5831\u3092\u5f97\u3066\u3044\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u7d99\u7d9a\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u6700\u9069\u5316\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u901a\u3058\u305f\u7d99\u7d9a\u7684\u306a\u6539\u5584\u306f\u3001\u5353\u8d8a\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3001\u5909\u5316\u3059\u308b\u5e02\u5834\u74b0\u5883\u306b\u9069\u5fdc\u3057\u305f\u3044\u3068\u8003\u3048\u308b\u8cc7\u7523\u904b\u7528\u306e\u5c02\u9580\u5bb6\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u53d6\u308a\u5165\u308c\u3001\u696d\u754c\u306e\u767a\u5c55\u306b\u6b69\u8abf\u3092\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u6295\u8cc7\u9867\u554f\u4f1a\u793e\u306f\u6295\u8cc7\u6226\u7565\u3092\u6700\u9069\u5316\u3057\u3001\u696d\u52d9\u52b9\u7387\u3092\u9ad8\u3081\u3001\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u30d3\u30b8\u30cd\u30b9\u6210\u9577\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u30c4\u30fc\u30eb\u3067\u3042\u308a\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5e38\u306b\u6700\u65b0\u306e\u72b6\u614b\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u306f\u3001\u4f1a\u793e\u306b\u5229\u76ca\u3092\u3082\u305f\u3089\u3059\u3060\u3051\u3067\u306a\u304f\u3001\u307e\u3059\u307e\u3059\u8907\u96d1\u5316\u3059\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u74b0\u5883\u306b\u304a\u3044\u3066\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u80fd\u529b\u3092\u5f37\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choosing-investment-management-software-in-2026\">2026\u5e74\u306e\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u629e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u306f\u73fe\u5728\u3001\u5358\u4e00\u306e\u6a5f\u80fd\u306b\u5bfe\u5fdc\u3059\u308b\u30dd\u30a4\u30f3\u30c8\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304b\u3089\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4f1a\u8a08\u51e6\u7406\u307e\u3067\u3001\u3059\u3079\u3066\u3092\u6271\u3046\u30d5\u30ed\u30f3\u30c8\u30fb\u30d0\u30c3\u30af\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u307e\u3067\u3001\u591a\u5c90\u306b\u308f\u305f\u3063\u3066\u3044\u308b\u3002\u3053\u306e\u591a\u69d8\u6027\u306b\u3088\u308a\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u9078\u629e\u30d7\u30ed\u30bb\u30b9\u304c\u4e0d\u53ef\u6b20\u3068\u306a\u308b\u3002\u9593\u9055\u3063\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3068\u3001\u904b\u7528\u3067\u4f55\u5e74\u3082\u982d\u75db\u306e\u7a2e\u3092\u62b1\u3048\u308b\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluation-criteria-for-investment-management-software\">\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u8a55\u4fa1\u57fa\u6e96<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u57fa\u6e96<\/th><th>\u8cea\u554f\u3059\u3079\u304d\u3053\u3068<\/th><\/tr><tr><td>\u30bf\u30fc\u30b2\u30c3\u30c8\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8<\/td><td>\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306fHNW\u3001UHNW\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3001\u305d\u308c\u3068\u3082\u30de\u30b9\u30fb\u30a2\u30d5\u30eb\u30a8\u30f3\u30c8\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u306e\u304b\uff1f\u3069\u308c\u304c\u5fa1\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u5408\u3063\u3066\u3044\u307e\u3059\u304b\uff1f<\/td><\/tr><tr><td>\u5bfe\u5fdc\u30a2\u30bb\u30c3\u30c8\u30af\u30e9\u30b9<\/td><td>\u30d1\u30d6\u30ea\u30c3\u30af\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u306e\u307f\u3092\u6271\u3046\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u3001\u4e0d\u52d5\u7523\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u3082\u6271\u3046\u306e\u304b\uff1f<\/td><\/tr><tr><td>\u5730\u7406\uff0f\u898f\u5236\u306e\u9069\u5408\u6027<\/td><td>\u30b9\u30a4\u30b9\u3001EU\u3001\u82f1\u56fd\u3001\u307e\u305f\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u898f\u5236\u8981\u4ef6\u306b\u5bfe\u5fdc\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u304b\uff1f<\/td><\/tr><tr><td>\u7d71\u5408\u80fd\u529b<\/td><td>\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u65e2\u5b58\u306eCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u63a5\u7d9a\u3067\u304d\u307e\u3059\u304b\uff1f<\/td><\/tr><tr><td>\u958b\u50ac\u5834\u6240<\/td><td>\u6295\u8cc7\u30c7\u30fc\u30bf\u306f\u3069\u3053\u306b\u4fdd\u5b58\u3055\u308c\u308b\u306e\u304b\uff1f\u30b9\u30a4\u30b9\u3001EU\u3001\u305d\u308c\u3068\u3082\u7c73\u56fd\uff1f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-due-diligence-factors-that-separate-serious-contenders\">\u771f\u5263\u52dd\u8ca0\u3092\u5206\u3051\u308b\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u8981\u7d20<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u53c2\u8003\u6587\u732e<\/strong>:\u30d9\u30f3\u30c0\u30fc\u306b\u985e\u4f3c\u4f01\u696d\u306e\u5177\u4f53\u7684\u306a\u7d39\u4ecb\u3092\u6c42\u3081\u308b\u3002\u63d0\u4f9b\u3055\u308c\u305f\u4f53\u9a13\u8ac7\u3060\u3051\u3067\u306a\u304f\u3001\u5b9f\u969b\u306e\u30e6\u30fc\u30b6\u30fc\u306b\u8a71\u3092\u805e\u304f\u3002.<\/li>\n\n\n\n<li><strong>\u5b9f\u65bd\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb<\/strong>:\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u8a18\u8f09\u3057\u305f\u898b\u7a4d\u66f8\u3092\u3082\u3089\u3046\u3002\u66d6\u6627\u306a\u7d04\u675f\u306f\u30c8\u30e9\u30d6\u30eb\u306e\u5408\u56f3\u3002.<\/li>\n\n\n\n<li><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8cc7\u683c<\/strong>:ISO 27001\u306e\u3088\u3046\u306a\u6587\u66f8\u5316\u3055\u308c\u305f\u8a8d\u8a3c\u3092\u8981\u6c42\u3059\u308b\u3053\u3068\u3002\u201c\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059 \u201d\u3067\u306f\u3060\u3081\u3060\u3002\u201d<\/li>\n\n\n\n<li><strong>\u30d9\u30f3\u30c0\u30fc\u306e\u5b89\u5b9a\u6027<\/strong>:\u8ca1\u52d9\u306e\u5065\u5168\u6027\u3068\u88fd\u54c1\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u8a55\u4fa1\u3059\u308b\u30022\u5e74\u3067\u653e\u68c4\u3055\u308c\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u6295\u8cc7\u306e\u7121\u99c4\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u306f\u3001\u969b\u9650\u306e\u306a\u3044\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3088\u308a\u3082\u8a2d\u5b9a\u3057\u3084\u3059\u3055\u3092\u512a\u5148\u3059\u308b\u3002\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30e0\u958b\u767a\u304c\u5fc5\u8981\u306a\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u4fdd\u5b88\u30b3\u30b9\u30c8\u304c\u9ad8\u304f\u306a\u308a\u3001\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3082\u56f0\u96e3\u306b\u306a\u308b\u3002\u6700\u826f\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u305f\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306e\u4e2d\u3067\u6df1\u3044\u8a2d\u5b9a\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d5\u30a1\u30fc\u30e0\u306e\u30ea\u30fc\u30c0\u30fc\u306b\u3068\u3063\u3066\u3001\u9078\u8003\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u308b\u306f\u305a\u3060\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b7\u30b9\u30c6\u30e0\u3092\u6bce\u65e5\u4f7f\u7528\u3059\u308b\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/li>\n\n\n\n<li>\u6587\u66f8\u5316\u3068\u76e3\u67fb\u3092\u884c\u3046\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/li>\n\n\n\n<li>\u7d71\u5408\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u62c5\u5f53\u3059\u308bIT\u30c1\u30fc\u30e0<\/li>\n\n\n\n<li>\u6b63\u78ba\u306a\u5831\u544a\u3092\u5fc5\u8981\u3068\u3059\u308b\u8ca1\u52d9\u62c5\u5f53\u8005<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f7c\u3089\u306e\u610f\u898b\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30c7\u30e2\u3067\u306f\u5370\u8c61\u7684\u306b\u898b\u3048\u3066\u3082\u65e5\u3005\u306e\u904b\u7528\u3067\u306f\u5931\u6557\u3059\u308b\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-supports-regulated-investment-firms\">InvestGlass\u304c\u898f\u5236\u6295\u8cc7\u4f1a\u793e\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9280\u884c\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u516c\u7684\u6a5f\u95a2\u306a\u3069\u306e\u898f\u5236\u5bfe\u8c61\u8005\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002InvestGlass\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u53c2\u52a0\u8005\u304c\u76f4\u9762\u3059\u308b\u57fa\u672c\u7684\u306a\u8ab2\u984c\u3067\u3042\u308b\u3001\u9867\u5ba2\u95a2\u4fc2\u306e\u7ba1\u7406\u3001\u898f\u5236\u3078\u306e\u5bfe\u5fdc\u3001\u6295\u8cc7\u30b5\u30fc\u30d3\u30b9\u306e\u63d0\u4f9b\u30921\u3064\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u884c\u3046\u5fc5\u8981\u6027\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-components-of-the-investglass-platform\">InvestGlass\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e3b\u306a\u69cb\u6210\u8981\u7d20<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/strong>:\u5408\u7406\u5316\u3055\u308c\u305f\u30a6\u30a7\u30d6\u30d5\u30a9\u30fc\u30e0\u3001\u66f8\u985e\u53ce\u96c6\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u76f4\u63a5\u53cd\u6620\u3055\u308c\u308b\u81ea\u52d5\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/li>\n\n\n\n<li><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/strong>:\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3092\u6a2a\u65ad\u3057\u305f\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u7d71\u5408\u30d3\u30e5\u30fc\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304a\u3088\u3073\u30ea\u30b9\u30af\u6307\u6a19<\/li>\n\n\n\n<li><strong>CRM\u3068\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406<\/strong>:\u30bf\u30b9\u30af\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3001\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3092\u542b\u3080\u5b8c\u5168\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406<\/li>\n\n\n\n<li><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong>:\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3068\u884c\u52d5\u30c8\u30ea\u30ac\u30fc\u306b\u57fa\u3065\u304f\u30bf\u30fc\u30b2\u30c3\u30c8\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/li>\n\n\n\n<li><strong>\u30bb\u30ad\u30e5\u30a2\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb<\/strong>:\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30ec\u30dd\u30fc\u30c8\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u95b2\u89a7\u3059\u308b\u305f\u3081\u306e\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30a2\u30af\u30bb\u30b9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u306f\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u578b\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u3001\u307e\u305f\u306f\u304a\u5ba2\u69d8\u306e\u65bd\u8a2d\u5185\u306e\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u3044\u305a\u308c\u304b\u306b\u4fdd\u7ba1\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u304c\u898f\u5236\u9075\u5b88\u3084\u9867\u5ba2\u306e\u4fe1\u983c\u306b\u76f4\u63a5\u5f71\u97ff\u3059\u308b\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u5916\u90e8\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u56fd\u5883\u3092\u8d8a\u3048\u305f\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u53d7\u8a17\u8005\u306b\u3068\u3063\u3066\u9b45\u529b\u7684\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-typical-workflow-example\">\u5178\u578b\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u4f8b<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u65b0\u3057\u3044\u898b\u8fbc\u307f\u5ba2\u304cInvestGlass\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u901a\u3058\u3066\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5b8c\u4e86\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u5236\u88c1\u30ea\u30b9\u30c8\u304a\u3088\u3073PEP\uff08\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u305f\u4eba\u7269\uff09\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u5bfe\u3059\u308b\u81ea\u52d5\u5316\u3055\u308c\u305fAML\uff08\u30a2\u30f3\u30c1\u30fb\u30de\u30cd\u30fc\u30fb\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\uff09\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30fb\u30c1\u30a7\u30c3\u30af<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8\u3067\u9867\u5ba2\u5206\u985e\u3092\u6c7a\u5b9a<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30eb\u30fc\u30eb\u304c\u81ea\u52d5\u7684\u306b\u9069\u7528\u3055\u308c\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3078\u306e\u9867\u5ba2\u8a18\u9332\u30ea\u30f3\u30af<\/li>\n\n\n\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u3059\u3079\u3066\u306e\u8ca1\u52d9\u30c7\u30fc\u30bf\u3068\u5bfe\u8a71\u5c65\u6b74\u3092\u8868\u793a\u3059\u308b\u7d71\u5408\u30d3\u30e5\u30fc\u3092\u53d7\u3051\u53d6\u308a\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u63d0\u6848\u3055\u308c\u305f\u6295\u8cc7\u6848\u4ef6\u304c\u9069\u5408\u6027\u8981\u4ef6\u306b\u62b5\u89e6\u3059\u308b\u5834\u5408\u3001\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3067\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u7d50\u679c\u30b9\u30a4\u30b9\u3068\u6b27\u5dde\u306e\u898f\u5236\u5f53\u5c40\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u304c\u3042\u308a\u3001\u6700\u521d\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u304b\u3089\u7d99\u7d9a\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u307e\u3067\u3001\u8ca1\u52d9\u76ee\u6a19\u306e\u6574\u5408\u6027\u304c\u4fdd\u305f\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/www.investglass.com\/ja\/\">\u30c7\u30e2\u3092\u4e88\u7d04\u3059\u308b<\/a> \u65ad\u7247\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u3001\u304a\u5ba2\u69d8\u306e\u696d\u52d9\u306b\u6cbf\u3063\u305f\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u305f\u3001\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30a6\u30a9\u30fc\u30af\u30b9\u30eb\u30fc\u304c\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-best-practices-and-common-pitfalls\">\u5c0e\u5165\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3068\u3088\u304f\u3042\u308b\u843d\u3068\u3057\u7a74<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3069\u3093\u306a\u306b\u512a\u308c\u305f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u3082\u3001\u898f\u5f8b\u3042\u308b\u5c0e\u5165\u3068\u5909\u66f4\u7ba1\u7406\u304c\u306a\u3051\u308c\u3070\u5931\u6557\u3059\u308b\u3002\u52b9\u7387\u6027\u3092\u9ad8\u3081\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3001\u9ad8\u4fa1\u306a\u68da\u3056\u3089\u3057\u306b\u306a\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u9055\u3044\u306f\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u305d\u306e\u5c0e\u5165\u65b9\u6cd5\u306b\u8d77\u56e0\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-high-level-implementation-steps\">\u30cf\u30a4\u30ec\u30d9\u30eb\u306e\u5b9f\u65bd\u30b9\u30c6\u30c3\u30d7<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u8981\u4ef6\u53ce\u96c6<\/strong>:\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001IT\u306e\u95a2\u4fc2\u8005\u3092\u5dfb\u304d\u8fbc\u307f\u3001\u5fc5\u8981\u306a\u3082\u306e\u3068\u305d\u3046\u3067\u306a\u3044\u3082\u306e\u3092\u6587\u66f8\u5316\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u30c7\u30fc\u30bf\u30de\u30c3\u30d4\u30f3\u30b0\u3068\u30af\u30ec\u30f3\u30b8\u30f3\u30b0<\/strong>:\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3092\u7279\u5b9a\u3057\u3001\u904e\u53bb\u306e\u8a18\u9332\u3092\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3057\u3001\u79fb\u884c\u30eb\u30fc\u30eb\u3092\u78ba\u7acb\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u6bb5\u968e\u7684\u5c55\u958b<\/strong>:\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068CRM\u304b\u3089\u59cb\u3081\u3001\u30b3\u30a2\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u5b89\u5b9a\u3057\u305f\u3089\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u8ffd\u52a0\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u7d71\u5408\u30c6\u30b9\u30c8<\/strong>:\u672c\u756a\u7a3c\u52d5\u524d\u306b\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u305d\u306e\u4ed6\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u63a5\u7d9a\u3092\u691c\u8a3c\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u63a1\u7528<\/strong>:\u5f79\u5272\u306b\u5fdc\u3058\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u8cc7\u6599\u3084\u30af\u30a4\u30c3\u30af\u30fb\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30ac\u30a4\u30c9\u3092\u4f5c\u6210\u3059\u308b<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-training-considerations-for-different-teams\">\u30c1\u30fc\u30e0\u5225\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u7559\u610f\u70b9<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u30c1\u30fc\u30e0<\/th><th>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u7126\u70b9<\/th><\/tr><tr><td>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/td><td>\u65e5\u3005\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30d3\u30e5\u30fc\u3001\u30bf\u30b9\u30af\u7ba1\u7406<\/td><\/tr><tr><td>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/td><td>\u76e3\u67fb\u8a3c\u8de1\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u3001\u4f8b\u5916\u51e6\u7406<\/td><\/tr><tr><td>IT\u30b9\u30bf\u30c3\u30d5<\/td><td>\u7d71\u5408\u76e3\u8996\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u7ba1\u7406\u3001\u30c8\u30e9\u30d6\u30eb\u30b7\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0<\/td><\/tr><tr><td>\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7<\/td><td>\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u89e3\u91c8\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u6307\u6a19<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-common-pitfalls-to-avoid\">\u907f\u3051\u308b\u3079\u304d\u4e00\u822c\u7684\u306a\u843d\u3068\u3057\u7a74<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u8907\u96d1\u3055\u306e\u904e\u5c0f\u8a55\u4fa1<\/strong>:\u904e\u53bb\u306e\u30c7\u30fc\u30bf\u304c\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u306b\u304d\u3061\u3093\u3068\u9069\u5408\u3059\u308b\u3053\u3068\u306f\u307b\u3068\u3093\u3069\u306a\u3044\u3002\u4f59\u5206\u306a\u6642\u9593\u3092\u4e88\u7b97\u5316\u3059\u308b\u3053\u3068\u3002.<\/li>\n\n\n\n<li><strong>\u7d71\u5408\u30c6\u30b9\u30c8\u306e\u7121\u8996<\/strong>:\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3084\u4ed6\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u63a5\u7d9a\u306f\u3001\u672c\u756a\u524d\u306b\u5fb9\u5e95\u7684\u306a\u30c6\u30b9\u30c8\u304c\u5fc5\u8981\u3002.<\/li>\n\n\n\n<li><strong>\u793e\u5185\u306e\u6240\u6709\u6a29\u3092\u5272\u308a\u5f53\u3066\u306a\u3044<\/strong>:\u5c0e\u5165\u5f8c\u306b\u5c02\u4efb\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30aa\u30fc\u30ca\u30fc\u304c\u3044\u306a\u3051\u308c\u3070\u3001\u63a1\u7528\u306f\u505c\u6ede\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30c1\u30a7\u30f3\u30b8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u7701\u7565<\/strong>:\u6280\u8853\u9769\u65b0\u306f\u4eba\u304c\u3064\u3044\u3066\u3053\u306a\u3044\u3068\u5931\u6557\u3059\u308b\u3002\u65e9\u3081\u306b\u3001\u305d\u3057\u3066\u983b\u7e41\u306b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u3068\u308b\u3053\u3068\u3002.<\/li>\n\n\n\n<li><strong>\u904e\u5270\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba<\/strong>:\u904e\u5ea6\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306f\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u306e\u8ca0\u62c5\u3092\u751f\u307f\u3001\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u59a8\u3052\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b5\u30dd\u30fc\u30c8\u3001\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u30b5\u30a4\u30af\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u304a\u5ba2\u69d8\u304c\u8fc5\u901f\u306b\u4fa1\u5024\u306b\u5230\u9054\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u3002\u30a4\u30f3\u30d7\u30ea\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306f1\u56de\u9650\u308a\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u306f\u306a\u304f\u3001\u696d\u52d9\u52b9\u7387\u3068\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u7d99\u7d9a\u7684\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-who-typically-uses-investment-management-software-and-at-what-aum-level-does-it-make-sense\">\u4e00\u822c\u7684\u306b\u8ab0\u304c\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u4f7f\u7528\u3057\u3001\u3069\u306e\u7a0b\u5ea6\u306eAUM\u30ec\u30d9\u30eb\u3067\u3042\u308c\u3070\u610f\u5473\u304c\u3042\u308b\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30fb\u30b0\u30ec\u30fc\u30c9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3001\u5e74\u91d1\u57fa\u91d1\u3001\u4fdd\u967a\u4f1a\u793e\u306a\u3069\u3067\u3001\u6570\u767e\u306e\u9867\u5ba2\u95a2\u4fc2\u3084\u7d045000\u4e07\uff5e1\u5104\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0a\u306e\u8cc7\u7523\u3092\u7ba1\u7406\u3059\u308b\u5834\u5408\u306b\u4f7f\u7528\u3055\u308c\u308b\u3002\u3053\u306e\u898f\u6a21\u306b\u306a\u308b\u3068\u3001\u624b\u52d5\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u30ea\u30b9\u30af\u3092\u8a31\u5bb9\u3067\u304d\u306a\u3044\u3082\u306e\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0f\u898f\u6a21\u306e\u72ec\u7acb\u7cfb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3082\u3001\u3088\u308a\u591a\u304f\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3088\u308a\u3082\u3001\u30c7\u30fc\u30bf\u5165\u529b\u3084\u6587\u66f8\u7ba1\u7406\u306b\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u6c17\u3065\u3051\u3070\u3001\u305d\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u81ea\u52d5\u5316\u306b\u3088\u308b\u52b9\u7387\u6027\u306e\u5411\u4e0a\u306f\u3001\u9867\u5ba2\u6570\u304c\u5897\u52a0\u3059\u308b\u306b\u3064\u308c\u3066\u3055\u3089\u306b\u5927\u304d\u304f\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u7d71\u5408\u3055\u308c\u305fCRM\u3068\u6295\u8cc7\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5fc5\u8981\u3068\u3059\u308b\u3042\u3089\u3086\u308b\u898f\u6a21\u306e\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u4e00\u822c\u7684\u306b\u5c02\u9580\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u4efb\u305b\u308b\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u4f1a\u8a08\u3088\u308a\u3082\u3001\u9867\u5ba2\u7ba1\u7406\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u512a\u5148\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investment-management-software-handle-both-traditional-and-alternative-assets\">\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u4f1d\u7d71\u7684\u8cc7\u7523\u3068\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u306e\u4e21\u65b9\u3092\u6271\u3048\u308b\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4e0a\u5834\u8a3c\u5238\u3001\u6295\u8cc7\u4fe1\u8a17\u3001\u4ed5\u7d44\u5546\u54c1\u3001\u305d\u3057\u3066\u6700\u8fd1\u3067\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30c7\u30c3\u30c8\u3001\u4e0d\u52d5\u7523\u3001\u305d\u306e\u4ed6\u306e\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u3092\u8ffd\u8de1\u3057\u3066\u3044\u308b\u3002\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u306e\u8ab2\u984c\u306f\u3001\u305d\u306e\u4e0d\u898f\u5247\u306a\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3001\u8907\u96d1\u306a\u624b\u6570\u6599\u4f53\u7cfb\u3001\u6a19\u6e96\u7684\u306a\u682a\u5f0f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u5408\u308f\u306a\u3044\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30b3\u30fc\u30eb\u306b\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u90e8\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u6df1\u3044\u30d5\u30a1\u30f3\u30c9\u4f1a\u8a08\u6a5f\u80fd\u3092\u5099\u3048\u305f\u30aa\u30eb\u30bf\u30ca\u30c6 \u30a3\u30d6\u306b\u7279\u5316\u3057\u305f\u3082\u306e\u3067\u3042\u308b\u3002\u307e\u305f\u3001InvestGlass\u3092\u542b\u3081\u3001\u5b8c\u5168\u306a\u30d5\u30a1\u30f3\u30c9\u4f1a\u8a08\u30b7\u30b9\u30c6\u30e0\u3092\u7f6e\u304d\u63db\u3048\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3084\u7ba1\u7406\u8005\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3084\u66f8\u985e\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u30b7\u30b9\u30c6\u30e0\u3082\u3042\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u81ea\u3089\u30d5\u30a1\u30f3\u30c9\u7ba1\u7406\u8005\u306b\u306a\u308b\u3053\u3068\u306a\u304f\u30dd\u30fc \u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u53ef\u8996\u5316\u3092\u5fc5\u8981\u3068\u3059\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u306f\u52b9\u679c\u7684\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u306f\u3001\u7279\u5b9a\u306e\u8cc7\u7523\u69cb\u6210\u3068\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30cb\u30fc\u30ba\u306b\u5bfe\u3059\u308b\u30b5\u30dd\u30fc\u30c8\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3002\u4e00\u822c\u7684\u306a\u4f8b\u3067\u306f\u306a\u304f\u3001\u5b9f\u969b\u306e\u30c7\u30fc\u30bf\u30b7\u30ca\u30ea\u30aa\u3092\u4f7f\u7528\u3057\u305f\u30c7\u30e2\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u8981\u6c42\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-a-new-investment-management-platform\">\u65b0\u3057\u3044\u6295\u8cc7\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5c0e\u5165\u306b\u306f\u3069\u308c\u304f\u3089\u3044\u306e\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5b9f\u7684\u306a\u7bc4\u56f2\u306f\u3001\u6559\u80b2\u6a5f\u95a2\u306e\u898f\u6a21\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5c0f\u898f\u6a21\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d5\u30a1\u30fc\u30e0<\/strong>\u30b3\u30a2\u6a5f\u80fd\u306b\u3064\u3044\u3066\u306f6\uff5e12\u9031\u9593<\/li>\n\n\n\n<li><strong>\u4e2d\u5805\u9280\u884c\u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/strong>:\u7d71\u5408\u3092\u542b\u3081\u30663\uff5e6\u30f6\u6708<\/li>\n\n\n\n<li><strong>\u8907\u96d1\u306a\u8981\u4ef6\u3092\u6301\u3064\u5927\u898f\u6a21\u6a5f\u95a2<\/strong>6\uff5e12\u30ab\u6708\u4ee5\u4e0a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u8981\u56e0\u306b\u306f\u3001\u7d71\u5408\u3059\u308b\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u306e\u6570\u3001\u65e2\u5b58\u30c7\u30fc\u30bf\u306e\u8cea\u3001\u793e\u5185\u306eIT\u80fd\u529b\u3001\u898f\u5236\u306e\u8907\u96d1\u3055\u306a\u3069\u304c\u3042\u308b\u3002\u30c7\u30fc\u30bf\u304c\u304d\u308c\u3044\u3067\u3001\u5c02\u4efb\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30c1\u30fc\u30e0\u304c\u3044\u308b\u4f01\u696d\u306f\u3001\u3088\u308a\u8fc5\u901f\u306b\u9032\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u4e00\u822c\u7684\u306b\u6bb5\u968e\u7684\u3067\u3042\u308a\u3001\u3088\u308a\u6df1\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u524d\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068CRM\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u5c0e\u5165\u30ea\u30b9\u30af\u3092\u7ba1\u7406\u3057\u306a\u304c\u3089\u3001\u3088\u308a\u65e9\u3044\u6bb5\u968e\u3067\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-difference-between-a-crm-and-investment-management-software\">CRM\u3068\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9055\u3044\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u3068\u308a\u3001\u8ca9\u58f2\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u53d6\u5f15\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u5206\u6790\u3001\u6295\u8cc7\u76ee\u6a19\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u3001\u3053\u308c\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u5225\u3005\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u76f2\u70b9\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u306f\u3001CRM\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3092\u898b\u308b\u3053\u3068\u306f\u3067\u304d\u3066\u3082\u3001\u306a\u305c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u4e0b\u3052\u305f\u306e\u304b\u3001\u3042\u308b\u3044\u306f\u305d\u306e\u9006\u306f\u3069\u3046\u306a\u306e\u304b\u3092\u77e5\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fCRM\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u6295\u8cc7\u95a2\u9023\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u7d71\u5408\u3057\u3001\u5404\u9867\u5ba2\u3068\u305d\u306e\u8cc7\u7523\u306b\u95a2\u3059\u308b\u5358\u4e00\u306e\u898f\u5236\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3068\u6295\u8cc7\u6226\u7565\u306e\u4e21\u65b9\u306b\u3064\u3044\u3066\u3001\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-does-data-hosting-in-switzerland-matter-for-investment-firms\">\u306a\u305c\u30b9\u30a4\u30b9\u3067\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u304c\u6295\u8cc7\u4f1a\u793e\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u5916\u56fd\u306e\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u6cd5\u3001\u7279\u306b\u30a2\u30e1\u30ea\u30ab\u306e\u30af\u30e9\u30a6\u30c9\u6cd5\uff08\u4fdd\u5b58\u5834\u6240\u306b\u95a2\u4fc2\u306a\u304f\u30a2\u30e1\u30ea\u30ab\u306e\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u30c7\u30fc\u30bf\u306e\u5f15\u304d\u6e21\u3057\u3092\u5f37\u5236\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff09\u306e\u9069\u7528\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306f\u30c7\u30fc\u30bf\u4fdd\u8b77\u306e\u4f1d\u7d71\u304c\u5f37\u304f\u3001\u5b89\u5b9a\u3057\u305f\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u91cd\u8996\u306e\u6cd5\u7684\u74b0\u5883\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3084\u6b27\u5dde\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u516c\u7684\u6a5f\u95a2\u306e\u591a\u304f\u306f\u3001\u9867\u5ba2\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u6a5f\u5bc6\u30c7\u30fc\u30bf\u3092\u30b9\u30a4\u30b9\u56fd\u5185\u306b\u7559\u3081\u308b\u3053\u3068\u3092\u597d\u3080\u304b\u3001\u3042\u308b\u3044\u306f\u8981\u6c42\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u306f\u3001\u4e00\u90e8\u306e\u9867\u5ba2\u304c\u53d6\u5f15\u306e\u6761\u4ef6\u3068\u3057\u3066\u660e\u793a\u7684\u306b\u8981\u6c42\u3057\u3066\u3044\u308b\u3060\u3051\u3067\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u30d9\u30fc\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u3092\u73fe\u5730\u306e\u898f\u5236\u306e\u671f\u5f85\u306b\u6cbf\u3046\u5f62\u3067\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u8981\u6c42\u306b\u5fdc\u3048\u307e\u3059\u3002\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u610f\u8b58\u306e\u9ad8\u3044\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u3001\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3067\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>This guide is for asset managers, private banks, wealth managers, and financial professionals evaluating investment management software in 2026. With rapid advances in AI, data sovereignty, and regulatory requirements, choosing the right platform is more critical than ever. Investment management software now plays a central role in unifying portfolio management, compliance, reporting, and client engagement eliminating fragmented tools and manual workarounds. As the 2026 landscape brings new challenges and opportunities, understanding how to select and implement the right investment management software is essential for maintaining competitiveness, regulatory compliance, and client trust. Key Takeaways What Is Investment Management Software? Investment management software is a comprehensive digital suite that centralizes portfolio data, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48999,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,35,95],"class_list":["post-48844","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-for-banking","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>Investment Management Software: Complete Guide for 2026 | InvestGlass<\/title>\n<meta name=\"description\" content=\"This guide is for asset managers, private banks, wealth managers, and\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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