{"id":49065,"date":"2026-02-10T15:09:26","date_gmt":"2026-02-10T14:09:26","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49065"},"modified":"2026-02-10T15:09:29","modified_gmt":"2026-02-10T14:09:29","slug":"%e6%8a%95%e8%b3%87%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%82%921%e3%81%a4%e3%81%ae%e3%83%97%e3%83%a9%e3%83%83%e3%83%88%e3%83%95%e3%82%a9%e3%83%bc%e3%83%a0%e3%81%a7%e7%ae%a1","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-manage-investment-portfolios-in-one-platform\/","title":{"rendered":"\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30921\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u7ba1\u7406\u3059\u308b\u65b9\u6cd5"},"content":{"rendered":"<p 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class=\"wp-block-paragraph\">\u30e6\u30cb\u30d5\u30a1\u30a4\u30c9\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u8907\u6570\u306e\u53e3\u5ea7\u3001\u500b\u3005\u306e\u8cc7\u7523\u3001\u6ce8\u6587\u3001\u6587\u66f8\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u4e00\u5143\u5316\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u3067\u3042\u308b\u3002\u5305\u62ec\u7684\u306a\u8cc7\u7523\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u500b\u4eba\u6295\u8cc7\u5bb6\u3068\u6a5f\u95a2\u6295\u8cc7\u5bb6\u4e21\u65b9\u306e\u76e3\u8996\u3001\u8907\u6570\u8cc7\u7523\u306e\u8ffd\u8de1\u3001\u7d71\u5408\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u7d71\u5408\u3059\u308b\u3002\u30ec\u30ac\u30b7\u30fc\u30fb\u30c4\u30fc\u30eb\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3001\u7121\u9650\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u60c5\u5831\u304c\u6563\u5728\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001\u3059\u3079\u3066\u304c\u4e00\u7b87\u6240\u306b\u96c6\u7d04\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30fc\u30e0\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u3084\u308a\u53d6\u308a\u3059\u308b\u65b9\u6cd5\u304c\u4e00\u5909\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001CRM\u3068 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5927\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a>, \u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f1\u3064\u306e\u74b0\u5883\u3067\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3001\u898f\u5236\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u304a\u3088\u3073\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u306a\u304f\u3001\u6295\u8cc7\u53e3\u5ea7\u306e\u4fdd\u6709\u72b6\u6cc1\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u30cb\u30fc\u30ba\u3001\u904e\u53bb\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306a\u3069\u3001\u9867\u5ba2\u306e\u5168\u4f53\u50cf\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u307e\u305f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u306e\u3068\u540c\u3058\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3067\u3001\u52a9\u8a00\u52d8\u5b9a\u3068\u4e26\u884c\u3057\u3066\u4e00\u4efb\u30de\u30f3\u30c7\u30fc\u30c8\u3092\u30e2\u30cb\u30bf\u30fc\u3057\u305f\u308a\u3001\u50b5\u5238\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u96a3\u306b\u4e0d\u52d5\u7523\u306e\u4fdd\u6709\u72b6\u6cc1\u3092\u78ba\u8a8d\u3057\u305f\u308a\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u3084\u91d1\u3001\u6697\u53f7\u3001\u53ce\u96c6\u54c1\u306a\u3069\u306e\u305d\u306e\u4ed6\u306e\u8cc7\u7523\u3092\u8ffd\u8de1\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u5206\u96e2\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u4f01\u696d\u3092\u60a9\u307e\u305b\u3066\u3044\u308b\u7167\u5408\u306e\u8ca0\u62c5\u304c\u89e3\u6d88\u3055\u308c\u308b\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3001CRM\u30e1\u30e2\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ed\u30b0\u304c\u5225\u3005\u306e\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u3042\u308b\u5834\u5408\u3001\u30c1\u30fc\u30e0\u306f\u6bce\u9031\u4f55\u6642\u9593\u3082\u304b\u3051\u3066\u30ec\u30b3\u30fc\u30c9\u3092\u7167\u5408\u3057\u3001\u4e0d\u4e00\u81f4\u3092\u89e3\u6c7a\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u7d71\u4e00\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u696d\u754c\u306e\u5c02\u9580\u5bb6\u304c\u300c\u30b4\u30fc\u30eb\u30c7\u30f3\u30fb\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u300d\u3068\u547c\u3076\u3001\u3059\u3079\u3066\u306e\u4eba\u304c\u540c\u3058\u771f\u5b9f\u306e\u30bd\u30fc\u30b9\u304b\u3089\u4f5c\u696d\u3067\u304d\u308b\u72b6\u614b\u3092\u4f5c\u308a\u51fa\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-centralize-investment-management-on-a-single-platform\">\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u6295\u8cc7\u7ba1\u7406\u3092\u4e00\u5143\u5316\u3059\u308b\u7406\u7531<\/h2>\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\u304c\u3001\u6295\u8cc7\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u3064\u3044\u3066\u76f8\u8ac7\u3057\u305f\u3044\u9867\u5ba2\u304b\u3089\u306e\u96fb\u8a71\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u65ad\u7247\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u3001\u305d\u306e\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u57fa\u672c\u7684\u306a\u8cea\u554f\u306b\u7b54\u3048\u308b\u305f\u3081\u306b3\u3064\u304b4\u3064\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u30ed\u30b0\u30a4\u30f3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u7d71\u4e00\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308c\u3070\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u6700\u8fd1\u306e\u53d6\u5f15\u3001\u9069\u5408\u6027\u6587\u66f8\u3001\u4eca\u5f8c\u306e\u5be9\u67fb\u65e5\u306a\u3069\u3001\u3059\u3079\u3066\u306b\u5373\u5ea7\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3002\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306f\u5287\u7684\u306b\u5411\u4e0a\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-business-benefits-of-consolidation\">\u7d71\u5408\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30e1\u30ea\u30c3\u30c8<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30d9\u30cd\u30d5\u30a3\u30c3\u30c8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30f3\u30d1\u30af\u30c8<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30e9\u30a4\u30bb\u30f3\u30b9\u8cbb\u7528\u306e\u524a\u6e1b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d9\u30f3\u30c0\u30fc\u306e\u5951\u7d04\u6570\u304c\u6e1b\u308a\u3001\u6a5f\u80fd\u304c\u91cd\u8907\u3057\u306a\u3044<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>IT\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u306e\u5408\u7406\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>1\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u66f4\u65b0\u3001\u30d1\u30c3\u30c1\u9069\u7528\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u78ba\u4fdd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8fc5\u901f\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65b0\u3057\u3044\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u306f\u3001\u591a\u304f\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u5b66\u3076\u306e\u3067\u306f\u306a\u304f\u30011\u3064\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u5b66\u3076<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5358\u4e00\u306e\u76e3\u67fb\u8a3c\u8de1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u5f53\u5c40\u3068\u30ea\u30b9\u30af\u30c1\u30fc\u30e0\u306f\u30011\u3064\u306e\u5834\u6240\u3067\u5b8c\u5168\u306a\u8a18\u9332\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u307e\u3059\u3002<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u54c1\u8cea\u306e\u5411\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>1\u3064\u306e\u30b4\u30fc\u30eb\u30c7\u30f3\u30bd\u30fc\u30b9\u304c\u77db\u76fe\u3059\u308b\u8a18\u9332\u3092\u6392\u9664<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u5229\u70b9\u306f\u3044\u304f\u3089\u5f37\u8abf\u3057\u3066\u3082\u3057\u3059\u304e\u308b\u3053\u3068\u306f\u306a\u3044\u3002\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3001\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3001KYC\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u5224\u65ad\u306e\u6587\u66f8\u3092\u3001\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u306e\u30ed\u30b0\u3068\u3068\u3082\u306b\u4e00\u7b87\u6240\u306b\u4fdd\u7ba1\u3059\u308b\u3053\u3068\u3067\u3001\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u8abf\u67fb\u304c\u7c21\u7d20\u5316\u3055\u308c\u308b\u3002\u76e3\u7763\u5f53\u5c40\u3084\u898f\u5236\u5f53\u5c40\u304c\u7279\u5b9a\u306e\u53d6\u5f15\u3092\u57f7\u884c\u3057\u305f\u7406\u7531\u3092\u8cea\u554f\u3057\u305f\u5834\u5408\u3001\u305d\u306e\u7b54\u3048\u306f\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6839\u62e0\u3092\u4fdd\u6301\u3059\u308b\u540c\u3058\u30b7\u30b9\u30c6\u30e0\u306b\u5b58\u5728\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3092\u306a\u304f\u305b\u3070\u3001\u30c7\u30fc\u30bf\u306e\u8cea\u306f\u5411\u4e0a\u3059\u308b\u3002\u540c\u3058\u9867\u5ba2\u306e\u4f4f\u6240\u304c3\u3064\u9055\u3063\u305f\u308a\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306e\u683c\u4ed8\u3051\u304c\u98df\u3044\u9055\u3063\u305f\u308a\u3001\u66f8\u985e\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u6c17\u3065\u304f\u4f01\u696d\u306f\u591a\u3044\u3002\u7d71\u4e00\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u4e0d\u6574\u5408\u3092\u89e3\u6d88\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u91cd\u8996\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u6b27\u5dde\u3084\u4e2d\u6771\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306b\u3068\u3063\u3066\u7279\u306b\u95a2\u9023\u6027\u304c\u9ad8\u3044\u3002\u30b9\u30a4\u30b9\u306e\u53f8\u6cd5\u7ba1\u8f44\u533a\u5185\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u3001\u6cd5\u7684\u306a\u660e\u78ba\u6027\u3092\u3082\u305f\u3089\u3057\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u5b89\u5b9a\u6027\u306e\u305f\u3081\u306b\u7279\u306b\u30b9\u30a4\u30b9\u306e\u6a5f\u95a2\u3092\u9078\u3076\u9867\u5ba2\u306e\u671f\u5f85\u306b\u5fdc\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-features-you-need-in-a-unified-portfolio-management-platform\">\u7d71\u5408\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u5fc5\u8981\u306a\u30b3\u30a2\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u4ee5\u964d\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u6bd4\u8f03\u3059\u308b\u5834\u5408\u3001\u610f\u601d\u6c7a\u5b9a\u8005\u306f\u4e3b\u8981\u6a5f\u80fd\u306e\u5305\u62ec\u7684\u306a\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u306b\u7167\u3089\u3057\u3066\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u8a55\u4fa1\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u8cc7\u7523\u7ba1\u7406\u306f\u4e2d\u6838\u7684\u306a\u6a5f\u80fd\u3067\u3042\u308b\u3079\u304d\u3067\u3001\u76e3\u8996\u3001\u8907\u6570\u8cc7\u7523\u306e\u8ffd\u8de1\u3001\u7d71\u5408\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002\u6700\u826f\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u500b\u5225\u306e\u30dd\u30a4\u30f3\u30c8\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5fc5\u8981\u3068\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u3053\u308c\u3089\u306e\u6a5f\u80fd\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is important to manage your entire investment portfolio including multiple asset classes within one platform for better control and strategic planning.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-for-banks\">\u9280\u884c\u5411\u3051CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u5805\u7262\u306aCRM\u306b\u306f\u3001360\u5ea6\u306e\u9867\u5ba2\u30d3\u30e5\u30fc\u3001\u95a2\u9023\u3059\u308b\u53e3\u5ea7\u3092\u30d5\u30a1\u30df\u30ea\u30fc\u307e\u305f\u306f\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u306e\u4e0b\u306b\u30b0\u30eb\u30fc\u30d7\u5316\u3059\u308b\u30cf\u30ba\u30d0\u30f3\u30c9\u30ea\u30f3\u30b0\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u542b\u307e\u308c\u307e\u3059\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5929\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u5b8c\u5168\u306a\u5bfe\u8a71\u5c65\u6b74\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3084\u30ab\u30ec\u30f3\u30c0\u30fc\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u6a5f\u80fd\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u969b\u3001\u4fdd\u6709\u9298\u67c4\u3060\u3051\u3067\u306a\u304f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u5168\u4f53\u306e\u72b6\u6cc1\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-analytics-and-management\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5206\u6790\u3068\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30eb\u30c1\u30a2\u30bb\u30c3\u30c8\u30af\u30e9\u30b9\u3001\u30de\u30eb\u30c1\u901a\u8ca8\u3078\u306e\u5bfe\u5fdc\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u3066\u6d3b\u52d5\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6295\u8cc7\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u6b63\u78ba\u306b\u8a08\u7b97\u3057\u3001\u30c9\u30ea\u30d5\u30c8\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3067\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u6295\u8cc7\u76ee\u7684\u3068\u7a0e\u5236\u3092\u8003\u616e\u3057\u306a\u304c\u3089\u5bb6\u8a08\u30ec\u30d9\u30eb\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u3092\u53ef\u80fd\u306b\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u5206\u6790\u6a5f\u80fd\u306f\u3001\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u5305\u62ec\u7684\u306a\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u306b\u306f\u3001\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u30fb\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u3068\u306e\u6bd4\u8f03\u3001\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u30fb\u30a8\u30e9\u30fc\u5206\u6790\u306e\u30b5\u30dd\u30fc\u30c8\u3001\u5e02\u5834\u5909\u52d5\u306e\u76e3\u8996\u3068\u5bfe\u5fdc\u3092\u53ef\u80fd\u306b\u3059\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cc7\u7523\u914d\u5206\u306e\u53ef\u8996\u5316\u306f\u3001\u682a\u5f0f\u3001\u50b5\u5238\u3001\u6295\u8cc7\u4fe1\u8a17\u3001\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30fb\u30d5\u30a1\u30f3\u30c9\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u904b\u7528\u30d5\u30a1\u30f3\u30c9\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u3001\u304a\u3088\u3073\u91d1\u3001\u6697\u53f7\u3001\u53ce\u96c6\u54c1\u306a\u3069\u306e\u305d\u306e\u4ed6\u306e\u8cc7\u7523\u3092\u542b\u3080\u8cc7\u7523\u30af\u30e9\u30b9\u5168\u4f53\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u628a\u63e1\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4f1d\u7d71\u7684\u306a\u8a3c\u5238\u3068\u4e26\u3093\u3067\u4e0d\u52d5\u7523\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u3001\u305d\u306e\u4ed6\u306e\u6295\u8cc7\u3092\u6271\u3044\u3001\u7570\u306a\u308b\u682a\u5f0f\u5e02\u5834\u306b\u308f\u305f\u308b\u6295\u8cc7\u306e\u8ffd\u8de1\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-order-management\">\u30aa\u30fc\u30c0\u30fc\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d6\u5f15\u524d\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u306b\u3088\u308a\u3001\u7d04\u5b9a\u524d\u306b\u53d6\u5f15\u5185\u5bb9\u304c\u9867\u5ba2\u306e\u30de\u30f3\u30c7\u30fc\u30c8\u3084\u898f\u5236\u8981\u4ef6\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3002\u30c8\u30ec\u30fc\u30c9\u30d6\u30ed\u30c3\u30bf\u30fc\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3078\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30de\u30cd\u30fc\u30b8\u30c9\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u6226\u7565\u306e\u305f\u3081\u306e\u30d6\u30ed\u30c3\u30af\u30c8\u30ec\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u53d6\u5f15\u5f8c\u306e\u30ea\u30b3\u30f3\u30b5\u30a4\u30eb\u306f\u3059\u3079\u3066\u540c\u3058\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u6a5f\u80fd\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u6ce8\u6587\u306e\u6d41\u308c\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u76e3\u8996\u3057\u3001\u6c7a\u6e08\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-and-compliance-tools\">\u30ea\u30b9\u30af\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb<\/h3>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-reporting-capabilities\">\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd<\/h3>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/h3>\n\n\n\n<p 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class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3053\u308c\u3089\u3059\u3079\u3066\u306e\u6a5f\u80fd\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u8ca1\u52d9\u72b6\u6cc1\u306e\u8a73\u7d30\u3092\u542b\u3080\u9867\u5ba2\u53e3\u5ea7\u306b\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30af\u30e9\u30a6\u30c9\u30d9\u30f3\u30c0\u30fc\u306e\u307f\u3092\u4f7f\u7528\u3057\u305f\u5834\u5408\u306b\u767a\u751f\u3059\u308b\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u306e\u554f\u984c\u3092\u56de\u907f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/17c3e706-3f90-4abe-a725-12fa8fe8ef9d.webp\" alt=\"\u3053\u306e\u753b\u50cf\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u6295\u8cc7\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u304a\u3051\u308b\u8907\u96d1\u306a\u95a2\u4fc2\u3092\u8c61\u5fb4\u3059\u308b\u3001\u76f8\u4e92\u63a5\u7d9a\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8\u3092\u7279\u5fb4\u3068\u3059\u308b\u62bd\u8c61\u7684\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u8996\u899a\u5316\u3092\u8868\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u8868\u73fe\u306b\u3088\u308a\u3001\u6295\u8cc7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u7d71\u5408\u6a5f\u80fd\u304c\u5f37\u8abf\u3055\u308c\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u3069\u306e\u3088\u3046\u306b\u6295\u8cc7\u3092\u8ffd\u8de1\u3057\u3001\u8907\u6570\u306e\u53e3\u5ea7\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3067\u304d\u308b\u304b\u304c\u793a\u3055\u308c\u3066\u3044\u308b\u3002.\" style=\"width:840px;height:auto\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-helps-manage-portfolios-in-one-sovereign-platform\">InvestGlass\u304c1\u3064\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7ba1\u7406\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-practical-use-cases\">\u5b9f\u7528\u7684\u306a\u4f7f\u7528\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b8\u30e5\u30cd\u30fc\u30d6\u3092\u62e0\u70b9\u3068\u3059\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u304c2026\u5e74\u306b\u65b0\u898f\u9867\u5ba2\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002InvestGlass\u3092\u5229\u7528\u3057\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306fKYC\u66f8\u985e\u3092\u53ce\u96c6\u3057\u3001\u672c\u4eba\u78ba\u8a8d\u3092\u884c\u3044\u3001\u9867\u5ba2\u306e\u6295\u8cc7\u76ee\u7684\u3068\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3092\u628a\u63e1\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u901a\u3058\u3066\u30d7\u30ed\u30bb\u30b9\u3092\u958b\u59cb\u3059\u308b\u3002\u627f\u8a8d\u3055\u308c\u308b\u3068\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u53e3\u5ea7\u3092\u958b\u8a2d\u3057\u3001\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306b\u57fa\u3065\u3044\u305f\u63a8\u5968\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5272\u308a\u5f53\u3066\u3001\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3002\u3053\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5168\u4f53\u304c1\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u884c\u308f\u308c\u308b\u305f\u3081\u3001\u90e8\u9580\u9593\u306e\u30cf\u30f3\u30c9\u30aa\u30d5\u304c\u306a\u304f\u306a\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u304c\u6570\u9031\u9593\u304b\u3089\u6570\u65e5\u306b\u77ed\u7e2e\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5225\u306e\u4f8b\u3068\u3057\u3066\u306f\u3001\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u306e\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u304c\u3001\u8907\u6570\u306e\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u304b\u3089\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7d71\u5408\u3057\u3066\u3044\u308b\u3002\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u8abf\u6574\u3059\u308b\u305f\u3081\u306b\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u7ba1\u7406\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001InvestGlass\u3092\u4f7f\u3063\u3066\u30c7\u30fc\u30bf\u3092\u96c6\u7d04\u3057\u3001\u5bb6\u8a08\u30ec\u30d9\u30eb\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u30ea\u30b9\u30af\u306e\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3057\u3066\u3044\u308b\u3002\u9867\u5ba2\u306f\u3001\u6708\u672b\u306e\u660e\u7d30\u66f8\u3092\u5f85\u3064\u4ee3\u308f\u308a\u306b\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c7\u30fc\u30bf\u306b\u88cf\u6253\u3061\u3055\u308c\u305f\u5c02\u9580\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30bd\u30d6\u30ea\u30f3\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3084\u898f\u5236\u8981\u4ef6\u3078\u306e\u6df1\u3044\u7406\u89e3\u3092\u5fc5\u8981\u3068\u3059\u308b\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u3084\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u30fb\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u306e\u3088\u3046\u306a\u4e00\u822c\u7684\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4ee3\u66ff\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u4e00\u822c\u7684\u306aCRM\u6a5f\u80fd\u306b\u306f\u512a\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u5c02\u9580\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u898f\u5236\u6a5f\u95a2\u304c\u5fc5\u8981\u3068\u3059\u308b\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306b\u306f\u6b20\u3051\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-by-step-approach-to-consolidating-your-portfolio-tools\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u3092\u7d71\u5408\u3059\u308b\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u65ad\u7247\u7684\u306a\u30c4\u30fc\u30eb\u304b\u30891\u3064\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u79fb\u884c\u306b\u306f\u3001\u8a08\u753b\u3068\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u304c\u5fc5\u8981\u3067\u3059\u3002\u4e2d\u898f\u6a21\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u73fe\u5b9f\u7684\u306a\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306f\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30ad\u30c3\u30af\u30aa\u30d5\u304b\u3089\u5b8c\u5168\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u307e\u306712\u30f6\u6708\u304b\u308918\u30f6\u6708\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-audit-current-systems\">\u30b9\u30c6\u30c3\u30d71\uff1a\u73fe\u884c\u30b7\u30b9\u30c6\u30e0\u306e\u76e3\u67fb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u4f1a\u8a08\u3001\u6ce8\u6587\u7ba1\u7406\u3001KYC\u30c4\u30fc\u30eb\u3001\u9867\u5ba2\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u542b\u3080\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u306e\u5185\u90e8\u76e3\u67fb\u304b\u3089\u59cb\u3081\u308b\u3002\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3001\u624b\u52d5\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3001\u7d71\u5408\u30dd\u30a4\u30f3\u30c8\u3092\u6587\u66f8\u5316\u3059\u308b\u3002\u30c7\u30fc\u30bf\u54c1\u8cea\u306b\u554f\u984c\u304c\u3042\u308b\u7b87\u6240\u3084\u3001\u5b9a\u578b\u696d\u52d9\u306b\u904e\u5927\u306a\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u308b\u7b87\u6240\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-define-governance-and-stakeholders\">\u30b9\u30c6\u30c3\u30d72\uff1a\u30ac\u30d0\u30ca\u30f3\u30b9\u3068\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u306e\u5b9a\u7fa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30df\u30c9\u30eb\u30aa\u30d5\u30a3\u30b9\u3001IT\u3001\u30ea\u30b9\u30af\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u6cd5\u52d9\u306e\u4ee3\u8868\u8005\u3092\u542b\u3081\u308b\u3002\u5bfe\u7acb\u3092\u89e3\u6c7a\u3057\u3001\u30ea\u30bd\u30fc\u30b9\u3092\u914d\u5206\u3067\u304d\u308b\u660e\u78ba\u306a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30b9\u30dd\u30f3\u30b5\u30fc\u3092\u4e0a\u7d1a\u7ba1\u7406\u8077\u306b\u4efb\u547d\u3059\u308b\u3002\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u306e\u30b9\u30dd\u30f3\u30b5\u30fc\u30b7\u30c3\u30d7\u304c\u306a\u3051\u308c\u3070\u3001\u512a\u5148\u9806\u4f4d\u304c\u7af6\u5408\u3057\u3001\u7d71\u5408\u30d7\u30ed \u30b8\u30a7\u30af\u30c8\u306f\u505c\u6ede\u3057\u3066\u3057\u307e\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-create-a-target-operating-model\">\u30b9\u30c6\u30c3\u30d73\uff1a\u76ee\u6a19\u3068\u3059\u308b\u30aa\u30da\u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u306e\u4f5c\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3069\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u5b9f\u884c\u3059\u308b\u304b\u3092\u5b9a\u7fa9\u3059\u308b\u3002\u3053\u308c\u306b\u306f\u901a\u5e38\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u3001\u4e00\u62ec\u64cd\u4f5c\u306b\u3088\u308b\u53d6\u5f15\u4ef6\u6570\u306e\u524a\u6e1b\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u9867\u5ba2\u306e\u76ee\u6a19\u8ffd\u8de1\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u5404\u30d7\u30ed\u30bb\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u5909\u66f4\u3057\u3001\u8ab0\u304c\u5404\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6240\u6709\u3059\u308b\u304b\u3092\u6587\u66f8\u5316\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-plan-data-migration\">\u30b9\u30c6\u30c3\u30d74\uff1a\u30c7\u30fc\u30bf\u79fb\u884c\u8a08\u753b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u53e3\u5ea7\u69cb\u9020\u3001\u904e\u53bb\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u6587\u66f8\u3092\u30ec\u30ac\u30b7\u30fc\u30fb\u30c4\u30fc\u30eb\u304b\u3089\u65b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3002\u904e\u53bb\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30c7\u30fc\u30bf\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7d99\u7d9a\u7684\u306b\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u7279\u306b\u91cd\u8981\u3067\u3042\u308b\u3002\u79fb\u884c\u304c\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u3068\u30a2\u30fc\u30ab\u30a4\u30d6\u306b\u6b8b\u3059\u30c7\u30fc\u30bf\u3092\u6c7a\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-test-and-roll-out-in-phases\">\u30b9\u30c6\u30c3\u30d75\uff1a\u6bb5\u968e\u7684\u306a\u30c6\u30b9\u30c8\u3068\u5c55\u958b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5168\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u62e1\u5927\u3059\u308b\u524d\u306b\u3001\u8a66\u9a13\u7684\u306a\u30c1\u30fc\u30e0\u3084\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u304b\u3089\u59cb\u3081\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u554f\u984c\u3092\u65e9\u671f\u306b\u767a\u898b\u3057\u3001\u4fee\u6b63\u3057\u3084\u3059\u304f\u3059\u308b\u3002\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u7d71\u5408\u306e\u30c1\u30e5\u30fc\u30cb\u30f3\u30b0\u3092\u4e26\u884c\u3057\u3066\u9032\u3081\u306a\u304c\u3089\u3001\u30d1\u30a4\u30ed\u30c3\u30c8\u30fb\u30d5\u30a7\u30fc\u30ba\u30923\uff5e4\u30f6\u6708\u4ee5\u5185\u306b\u958b\u59cb\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" 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class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u3068\u6b27\u5dde\u306e\u898f\u5236\u306b\u7279\u5316\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30b5\u30dd\u30fc\u30c8\u3068\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u7d71\u5408\u3092\u521d\u3081\u3066\u884c\u3046\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u5c0e\u5165\u304c\u52a0\u901f\u3055\u308c\u3001\u5b66\u7fd2\u66f2\u7dda\u304c\u77ed\u7e2e\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-day-to-day-portfolio-management-on-one-platform\">1\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u65e5\u3005\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u884c\u3046\u305f\u3081\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-establish-a-regular-review-calendar\">\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u30fb\u30ab\u30ec\u30f3\u30c0\u30fc\u306e\u78ba\u7acb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u56db\u534a\u671f\u3054\u3068\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d3\u30e5\u30fc\u3001\u5e74\u6b21\u6226\u7565\u30ec\u30d3\u30e5\u30fc\u3001\u6708\u6b21\u30ea\u30b9\u30af\u30fb\u30c1\u30a7\u30c3\u30af\u3092\u4e88\u5b9a\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u65e5\u7a0b\u3092CRM\u5185\u3067\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3001\u6f0f\u308c\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6e96\u5099\u3092\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u4f5c\u696d\u8ca0\u8377\u306b\u95a2\u4fc2\u306a\u304f\u3001\u9867\u5ba2\u304c\u4e00\u8cab\u3057\u305f\u6ce8\u610f\u3092\u53d7\u3051\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-use-model-portfolios-and-household-views\">\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30cf\u30a6\u30b9\u30db\u30fc\u30eb\u30c9\u30fb\u30d3\u30e5\u30fc\u306e\u4f7f\u7528<\/h3>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u76ee\u6a19\u914d\u5206\u304b\u3089\u306e\u305a\u308c\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u30fb\u30ec\u30d9\u30eb\u306e\u4f4e\u4e0b\u3001\u671f\u9650\u5207\u308c\u5546\u54c1\u3001\u5927\u5e45\u306a\u5e02\u5834\u5909\u52d5\u3001\u5b9a\u671f\u7684\u306a\u9069\u5408\u6027\u5be9\u67fb\u306a\u3069\u306e\u898f\u5236\u671f\u9650\u3092\u76e3\u8996\u3059\u308b\u305f\u3081\u306b\u3001\u5185\u8535\u306e\u30a2\u30e9\u30fc\u30c8\u3092\u4f7f\u7528\u3059\u308b\u3002\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30ec\u30dd\u30fc\u30c8\u3092\u63a2\u3057\u56de\u308b\u3053\u3068\u306a\u304f\u3001\u6700\u3082\u91cd\u8981\u306a\u554f\u984c\u3092\u6d6e\u304b\u3073\u4e0a\u304c\u3089\u305b\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-leverage-the-client-portal\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306e\u6d3b\u7528<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b89\u5168\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3001\u6587\u66f8\u5171\u6709\u3001\u96fb\u5b50\u7f72\u540d\u306e\u305f\u3081\u306b\u30dd\u30fc\u30bf\u30eb\u3092\u4f7f\u7528\u3059\u308b\u3088\u3046\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u5968\u52b1\u3059\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u306b\u6bd4\u3079\u3066\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304c\u5411\u4e0a\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u76e3\u67fb\u8a3c\u8de1\u304c\u4f5c\u6210\u3055\u308c\u308b\u3002\u9867\u5ba2\u306f\u3001\u6295\u8cc7\u8ffd\u8de1\u30c7\u30fc\u30bf\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3067\u304d\u308b\u3053\u3068\u3092\u9ad8\u304f\u8a55\u4fa1\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-apply-ai-insights-thoughtfully\">AI\u306e\u6d1e\u5bdf\u3092\u601d\u616e\u6df1\u304f\u5fdc\u7528\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30d9\u30fc\u30b9\u306e\u63d0\u6848\u306f\u3001\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u304c\u8a31\u305b\u3070\u3001\u4ed5\u7d44\u5546\u54c1\u3084ESG\u30d5\u30a1\u30f3\u30c9\u3092\u52e7\u3081\u308b\u306a\u3069\u3001\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u306e\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3057\u304b\u3057\u3001\u5c02\u9580\u5bb6\u306b\u3088\u308b\u6307\u5c0e\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u306a\u3044\u3002AI\u3092\u4f7f\u3063\u3066\u53ef\u80fd\u6027\u3092\u63d0\u793a\u3057\u3001\u7d4c\u9a13\u8c4a\u5bcc\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u6700\u7d42\u7684\u306a\u63d0\u6848\u3092\u884c\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-document-everything\">\u3059\u3079\u3066\u3092\u8a18\u9332\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u91cd\u8981\u306a\u6c7a\u5b9a\u3092\u3001\u7c21\u6f54\u306a\u6839\u62e0\u3068\u3068\u3082\u306bCRM\u30ce\u30fc\u30c8\u306b\u8a18\u9332\u3059\u308b\u3002\u76e3\u7763\u5f53\u5c40\u3084\u898f\u5236\u5f53\u5c40\u306f\u3001\u9069\u5408\u6027\u8a55\u4fa1\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30dd \u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5909\u66f4\u306e\u95a2\u9023\u6027\u3092\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u9069\u5207\u306a\u6587\u66f8\u5316\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u3068\u9867\u5ba2\u306e\u53cc\u65b9\u3092\u4fdd\u8b77\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-privacy-and-regulatory-considerations\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3001\u898f\u5236\u306b\u95a2\u3059\u308b\u8003\u5bdf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306e\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u5834\u5408\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306f\u8b72\u308c\u307e\u305b\u3093\u3002\u9867\u5ba2\u306e\u4fe1\u983c\u306f\u3001\u8ca1\u52d9\u72b6\u6cc1\u304c\u6a5f\u5bc6\u6027\u3092\u4fdd\u3061\u3001\u4fdd\u8b77\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u77e5\u3063\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u306b\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3054\u6ce8\u610f\uff1a\u5f53\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u7a0e\u52d9\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u500b\u4eba\u7684\u306a\u7a0e\u52d9\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u306f\u3001\u6709\u8cc7\u683c\u306e\u7a0e\u52d9\u5c02\u9580\u5bb6\u306b\u3054\u76f8\u8ac7\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u9078\u3076\u7406\u7531\u306f\u3001\u7279\u306b\u5b89\u5b9a\u3057\u305f\u6cd5\u7684\u67a0\u7d44\u307f\u306b\u3042\u308b\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306f\u3001\u30c7\u30fc\u30bf\u304c\u56fd\u5883\u3092\u8d8a\u3048\u3066\u4ed6\u306e\u53f8\u6cd5\u7ba1\u8f44\u533a\u306b\u6e21\u308b\u5834\u5408\u306b\u306f\u5b58\u5728\u3057\u306a\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u660e\u78ba\u3055\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u8ee2\u9001\u3092\u5fc3\u914d\u3059\u308b\u6b27\u5dde\u306e\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u30b9\u30a4\u30b9\u6cd5\u306e\u4e0b\u3067\u306e\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u306f\u306a\u3044\u5b89\u5fc3\u611f\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-technical-protections\">\u6280\u8853\u7684\u4fdd\u8b77<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u63d0\u4f9b\u3059\u3079\u304d\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u9001\u4fe1\u6642\u304a\u3088\u3073\u9759\u6b62\u6642\u306e\u6697\u53f7\u5316<\/li>\n\n\n\n<li>\u6a5f\u5bc6\u60c5\u5831\u306e\u95b2\u89a7\u8005\u3092\u5236\u9650\u3059\u308b\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1<\/li>\n\n\n\n<li>\u591a\u8981\u7d20\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u542b\u3080\u5f37\u529b\u306a\u8a8d\u8a3c<\/li>\n\n\n\n<li>\u76e3\u67fb\u304a\u3088\u3073\u8abf\u67fb\u76ee\u7684\u306e\u305f\u3081\u306e\u8a73\u7d30\u306a\u30a2\u30af\u30bb\u30b9\u30ed\u30b0<\/li>\n\n\n\n<li>\u5b89\u5168\u306a\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u3068\u707d\u5bb3\u5fa9\u65e7\u624b\u9806<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-compliance-support\">\u898f\u5236\u9075\u5b88\u30b5\u30dd\u30fc\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001FINMA\u56de\u89a7\u3001GDPR\u3001\u304a\u3088\u3073\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30c7\u30fc\u30bf\u8ee2\u9001\u898f\u5247\u306e\u9075\u5b88\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002InvestGlass\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u8077\u52d9\u5206\u96e2\u30014\u3064\u306e\u76ee\u306e\u539f\u5247\u3001\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u305f\u4eba\u7269\u306e\u8a18\u9332\u3078\u306e\u30a2\u30af\u30bb\u30b9\u5236\u9650\u306b\u95a2\u3059\u308b\u5185\u90e8\u65b9\u91dd\u3092\u5b9f\u65bd\u3059\u308b\u306e\u3092\u652f\u63f4\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5229\u7528\u3057\u3066\u3001\u5229\u76ca\u76f8\u53cd\u306e\u76e3\u8996\u3001\u5236\u9650\u30ea\u30b9\u30c8\u306e\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u627f\u8a8d\u306e\u8ffd\u8de1\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u3089\u3059\u3079\u3066\u306e\u7ba1\u7406\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7ba1\u7406\u3059\u308b\u540c\u3058\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u884c\u308f\u308c\u308c\u3070\u3001\u76e3\u8996\u306f\u3088\u308a\u52b9\u679c\u7684\u306b\u306a\u308a\u3001\u8ca0\u62c5\u3082\u8efd\u6e1b\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-evaluate-and-choose-a-one-platform-solution\">\u30ef\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u8a55\u4fa1\u3068\u9078\u3073\u65b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6bd4\u8f03\u3059\u308b\u9280\u884c\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u306f\u3001\u4f53\u7cfb\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u6295\u8cc7\u904b\u7528\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u8a55\u4fa1\u30fb\u6bd4\u8f03\u3059\u308b\u306b\u306f\u3001\u4e3b\u8981\u306a\u6a5f\u80fd\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u660e\u78ba\u306a\u57fa\u6e96\u304c\u306a\u3051\u308c\u3070\u3001\u30c7\u30e2\u306f\u6df7\u4e71\u3057\u3001\u6c7a\u5b9a\u306f\u9045\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-create-a-requirements-matrix\">\u8981\u4ef6\u30de\u30c8\u30ea\u30c3\u30af\u30b9\u306e\u4f5c\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u6a5f\u80fd\u3092\u542b\u3080\u5fc5\u9808\u9805\u76ee\u3092\u8981\u4ef6\u30de\u30c8\u30ea\u30c3\u30af\u30b9\u306b\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e16\u5e2f\u69cb\u6210\u3068\u4ea4\u6d41\u5c65\u6b74\u3092\u6301\u3064CRM\u306e\u6df1\u3055<\/li>\n\n\n\n<li>\u7ba1\u7406\u3059\u308b\u3059\u3079\u3066\u306e\u8cc7\u7523\u30af\u30e9\u30b9\u306b\u308f\u305f\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5206\u6790<\/li>\n\n\n\n<li>\u4e8b\u524d\u53d6\u5f15\u30c1\u30a7\u30c3\u30af\u3068\u9069\u5408\u6027\u30ed\u30ae\u30f3\u30b0\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u7d71\u5408\u6a5f\u80fd\u306e\u305f\u3081\u306e\u30aa\u30fc\u30d7\u30f3API<\/li>\n\n\n\n<li>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb<\/li>\n\n\n\n<li>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u5206\u6790\u3068\u30ec\u30dd\u30fc\u30c8<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-run-live-demonstrations\">\u30e9\u30a4\u30d6\u30fb\u30c7\u30e2\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u5b9f\u65bd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u304a\u5ba2\u69d8\u306e\u30c7\u30fc\u30bf\u4f8b\u3068\u5b9f\u969b\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u4f7f\u7528\u3057\u305f\u30c7\u30e2\u3092\u30ea\u30af\u30a8\u30b9\u30c8\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u67b6\u7a7a\u306e\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c9\u3001\u53e3\u5ea7\u958b\u8a2d\u3001\u6295\u8cc7\u63d0\u6848\u306e\u5b9f\u884c\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u306e\u4f5c\u6210\u3002\u3053\u308c\u3089\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u89b3\u5bdf\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u96a0\u3055\u308c\u3066\u3057\u307e\u3046\u30e6\u30fc\u30b6\u30d3\u30ea\u30c6\u30a3\u306e\u554f\u984c\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluate-usability\">\u30e6\u30fc\u30b6\u30d3\u30ea\u30c6\u30a3\u306e\u8a55\u4fa1<\/h3>\n\n\n\n<p 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id=\"h-assess-vendor-stability\">\u30d9\u30f3\u30c0\u30fc\u306e\u5b89\u5b9a\u6027\u3092\u8a55\u4fa1\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d9\u30f3\u30c0\u30fc\u306e\u898f\u5236\u3078\u306e\u7406\u89e3\u3001\u5c0e\u5165\u5b9f\u7e3e\u3001\u8ca1\u52d9\u306e\u5b89\u5b9a\u6027\u3092\u8003\u616e\u3059\u308b\u3002InvestGlass\u306e\u30b9\u30a4\u30b9\u3084\u6b27\u5dde\u306e\u9867\u5ba2\u3068\u306e\u7d4c\u9a13\u306f\u3001\u3053\u308c\u3089\u306e\u5e02\u5834\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u76f4\u9762\u3059\u308b\u898f\u5236\u74b0\u5883\u306b\u3064\u3044\u3066\u306e\u6df1\u3044\u77e5\u8b58\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-calculate-total-cost-of-ownership\">\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u306e\u8a08\u7b97<\/h3>\n\n\n\n<p 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id=\"h-future-of-unified-portfolio-management-platforms\">\u7d71\u5408\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5c06\u6765<\/h2>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u65b0\u3057\u3044\u8cc7\u7523\u30bf\u30a4\u30d7\u304c\u51fa\u73fe\u3059\u308b\u306b\u3064\u308c\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30c7\u30b8\u30bf\u30eb\u53ce\u96c6\u54c1\u3084\u500b\u4eba\u6295\u8cc7\u306a\u3069\u4ed6\u306e\u8cc7\u7523\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u5bcc\u306e\u5168\u4f53\u50cf\u3092\u78ba\u5b9f\u306b\u628a\u63e1\u3067\u304d\u308b\u3088\u3046\u306b\u9069\u5fdc\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u6765\u7684\u306b\u306f\u3001\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4f1d\u7d71\u7684\u306a\u8cc7\u7523\u30af\u30e9\u30b9\u3068\u65b0\u8208\u306e\u8cc7\u7523\u30af\u30e9\u30b9\u306e\u4e21\u65b9\u3092\u542b\u3080\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u3092\u7ba1\u7406\u3057\u3001\u8cc7\u7523\u7ba1\u7406\u3078\u306e\u7d71\u4e00\u7684\u304b\u3064\u6226\u7565\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u63d0\u4f9b\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-and-automation\">AI\u3068\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f1a\u8b70\u306e\u30e1\u30e2\u3092\u4f5c\u6210\u3057\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u63d0\u6848\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306b\u898f\u5236\u306e\u5909\u66f4\u3092\u8981\u7d04\u3059\u308bAI\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u304c\u6a19\u6e96\u306b\u306a\u308a\u3064\u3064\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u3092\u51e6\u7406\u3059\u308b\u305f\u3081\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3084\u8907\u96d1\u306a\u6295\u8cc7\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3057\u304b\u3057\u3001\u898f\u5236\u5f53\u5c40\u306f\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306b\u3088\u308b\u610f\u601d\u6c7a\u5b9a\u3078\u306e\u95a2\u5fc3\u3092\u9ad8\u3081\u3066\u3044\u308b\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u3001\u900f\u660e\u6027\u306e\u9ad8\u3044\u30e2\u30c7\u30eb\u3001\u8aac\u660e\u53ef\u80fd\u306a\u63a8\u5968\u3001\u5f37\u56fa\u306a\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u67a0\u7d44\u307f\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u30ed\u30dc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u63d0\u6848\u306f\u3001\u5be9\u67fb\u3067\u8cea\u554f\u3055\u308c\u305f\u5834\u5408\u306b\u64c1\u8b77\u3067\u304d\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evolving-privacy-requirements\">\u9032\u5316\u3059\u308b\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u8981\u4ef6<\/h3>\n\n\n\n<p 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id=\"h-adapting-to-new-asset-types\">\u65b0\u3057\u3044\u8cc7\u7523\u30bf\u30a4\u30d7\u3078\u306e\u5bfe\u5fdc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c8\u30fc\u30af\u30f3\u5316\u3055\u308c\u305f\u8cc7\u7523\u3001\u65ac\u65b0\u306aESG\u5546\u54c1\u3001\u305d\u306e\u4ed6\u306e\u65b0\u305f\u306a\u6295\u8cc7\u30bf\u30a4\u30d7\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u67d4\u8edf\u6027\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u4f55\u5ea6\u3082\u3084\u308a\u76f4\u3059\u3053\u3068\u306a\u304f\u3001\u65b0\u305f\u306a\u898f\u5236\u3084\u5546\u54c1\u30bf\u30a4\u30d7\u306b\u9069\u5fdc\u3067\u304d\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u3076\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<p 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banks, wealth managers, and financial advisors face a growing challenge: client data lives in spreadsheets, portfolio analytics sit in one system, CRM data in another, and compliance workflows somewhere else entirely. This fragmentation creates operational risk, slows client service, and makes regulatory audits a painful exercise. The solution is a unified portfolio management platform that brings all your investments, client profiles, and compliance processes into a single environment, with asset management as a core function to provide comprehensive oversight and seamless integration of all assets. InvestGlass offers exactly this approach, combining CRM, order management, risk monitoring, reporting, and digital onboarding with data hosted in Switzerland or on premise for [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49067,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45,61],"class_list":["post-49065","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding","tag-portfolio-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>How to Manage Investment Portfolios in One Platform | InvestGlass<\/title>\n<meta name=\"description\" content=\"Modern banks, wealth managers, and financial advisors face a growing\" \/>\n<meta name=\"robots\" content=\"index, follow, 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