{"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%eb%85%84-%ed%88%ac%ec%9e%90-%ea%b4%80%eb%a6%ac-%ec%86%8c%ed%94%84%ed%8a%b8%ec%9b%a8%ec%96%b4-%ec%99%84%ec%a0%84-%ea%b0%80%ec%9d%b4%eb%93%9c","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/investment-management-software-complete-guide-for-2026\/","title":{"rendered":"\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4: 2026\ub144 \uc804\uccb4 \uac00\uc774\ub4dc"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc774 \uac00\uc774\ub4dc\ub294 2026\ub144\uc5d0 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud3c9\uac00\ud558\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790, \ud504\ub77c\uc774\ube57 \ubc45\ud06c, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uae08\uc735 \uc804\ubb38\uac00\ub97c \uc704\ud55c \uac83\uc785\ub2c8\ub2e4. AI, \ub370\uc774\ud130 \uc8fc\uad8c, \uaddc\uc81c \uc694\uac74\uc774 \ube60\ub974\uac8c \ubc1c\uc804\ud568\uc5d0 \ub530\ub77c \uc62c\ubc14\ub978 \ud50c\ub7ab\ud3fc\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc774 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \uc911\uc694\ud574\uc84c\uc2b5\ub2c8\ub2e4. \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc774\uc81c \ud30c\ud3b8\ud654\ub41c \ub3c4\uad6c\uc640 \uc218\ub3d9 \ud574\uacb0 \ubc29\ubc95\uc744 \uc5c6\uc560\uace0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uaddc\uc815 \uc900\uc218, \ubcf4\uace0 \ubc0f \uace0\uac1d \ucc38\uc5ec\ub97c \ud1b5\ud569\ud558\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. 2026\ub144\uc758 \ud658\uacbd\uc740 \uc0c8\ub85c\uc6b4 \ub3c4\uc804\uacfc \uae30\ud68c\ub97c \uac00\uc838\uc62c \uac83\uc774\ubbc0\ub85c \uacbd\uc7c1\ub825, \uaddc\uc815 \uc900\uc218, \uace0\uac1d \uc2e0\ub8b0\ub97c \uc720\uc9c0\ud558\uae30 \uc704\ud574\uc11c\ub294 \uc62c\ubc14\ub978 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\uace0 \uad6c\ud604\ud558\ub294 \ubc29\ubc95\uc744 \uc774\ud574\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\uc8fc\uc694 \ub0b4\uc6a9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucd5c\uc2e0 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uaddc\uc815 \uc900\uc218, \ubcf4\uace0, \uace0\uac1d \ucc38\uc5ec\ub97c \ub2e8\uc77c \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ud1b5\ud569\ud558\uc5ec \ud30c\ud3b8\ud654\ub41c \ub3c4\uad6c\uc640 \uc218\ub3d9 \ud574\uacb0 \ubc29\ubc95\uc744 \uc5c6\uc560\uc90d\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ucd5c\uc2e0 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc8fc\uc694 \uae30\ub2a5\uc5d0\ub294 \uac15\ub825\ud55c \ub370\uc774\ud130 \uad00\ub9ac, \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc758 \uc790\ub3d9\ud654, \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uc758\uc0ac \uacb0\uc815\uc744 \uc704\ud55c \uace0\uae09 \ubd84\uc11d, \uc5ec\ub7ec \uc7a5\uce58\uc640 \uc704\uce58\uc5d0\uc11c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uae30\ub2a5 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>InvestGlass\ub294 CRM(\uace0\uac1d \uad00\uacc4 \uad00\ub9ac), \uc628\ubcf4\ub529, KYC(\uace0\uac1d \ud30c\uc545) \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c\ub97c \ud558\ub098\uc758 \ud1b5\ud569 \uc2a4\ud0dd\uc73c\ub85c \ud544\uc694\ub85c \ud558\ub294 \uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \uc8fc\uad8c \ub300\uc548\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>AI, \ub370\uc774\ud130 \uc9d1\uacc4, \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub294 \uc774\uc81c \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ud22c\uc790 \ud50c\ub7ab\ud3fc\uc758 \uae30\ubcf8 \uc694\uad6c \uc0ac\ud56d\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>2026\ub144\uc5d0 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud55c\ub2e4\ub294 \uac83\uc740 \ud575\uc2ec \uae30\ub2a5\ub9cc\ud07c\uc774\ub098 \ub370\uc774\ud130 \uc8fc\uad8c(\uc608: \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305), \ud1b5\ud569 \uae4a\uc774, \uaddc\uc81c \uc801\uc6a9 \ubc94\uc704\ub97c \ud3c9\uac00\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc774 \ub3c4\uc6c0\ub9d0\uc5d0\uc11c\ub294 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc120\ud0dd \ubc0f \uad6c\ud604\uc744 \uc704\ud55c \uc2e4\uc6a9\uc801\uc778 \ud504\ub808\uc784\uc6cc\ud06c\uc640 \uad6c\uccb4\uc801\uc778 \uc608\uc2dc, \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38(FAQ)\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-investment-management-software\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub780 \ubb34\uc5c7\uc778\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790, \ud504\ub77c\uc774\ube57 \ubc45\ud06c, \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130, \uac70\ub798, \uaddc\uc815 \uc900\uc218, \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \ubcf4\uace0\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\ub294 \uc885\ud569 \ub514\uc9c0\ud138 \uc81c\ud488\uad70\uc785\ub2c8\ub2e4. \ub2e8\uc21c\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd94\uc801\uc744 \ub118\uc5b4 \ud558\ub098\uc758 \ud1b5\ud569\ub41c \ud658\uacbd\uc5d0\uc11c \uc790\uc0b0 \ubc30\ubd84, \uac70\ub798 \uc2e4\ud589, \uc131\uacfc \ubd84\uc11d, \uace0\uac1d \ucc38\uc5ec\ub97c \uc544\uc6b0\ub974\ub294 \uace0\uc131\ub2a5 \ub300\uc2dc\ubcf4\ub4dc \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. 2026\ub144\uc5d0\ub294 \uae30\uc5c5\uc774 \uaddc\uc81c \uc694\uac74, \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638, \uace0\uac1d \uae30\ub300\uce58\uc758 \ubcf5\uc7a1\uc131\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc911\uc694\uc131\uc774 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \ucee4\uc9c8 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ub7b5 2018\ub144\ubd80\ud130 2026\ub144\uae4c\uc9c0 \ub300\ubd80\ubd84\uc758 \uc804\ubb38 \uae30\uc5c5\uc5d0\uc11c \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \uc0ac\uc77c\ub85c\ud654\ub41c \uc2dc\uc2a4\ud15c\uc744 \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \ubc0f AI \uac15\ud654 \ub3c4\uad6c\uac00 \uafb8\uc900\ud788 \ub300\uccb4\ud574 \uc654\uc2b5\ub2c8\ub2e4. \ucd5c\uc2e0 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc81c\uacf5\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc544 \ubaa8\ub4e0 \ud22c\uc790 \uad00\ub9ac \uae30\ub2a5\uc5d0 \uac78\uccd0 \uc6d0\uaca9 \uc561\uc138\uc2a4, \uc6d0\ud65c\ud55c \ud1b5\ud569, \uc911\uc559 \uc9d1\uc911\uc2dd \ub370\uc774\ud130 \uad00\ub9ac\uac00 \uac00\ub2a5\ud569\ub2c8\ub2e4. \uc774\uc81c \uc7ac\ubb34 \uc790\ubb38\uac00\uc640 \ud22c\uc790 \uc804\ubb38\uac00\ub4e4\uc740 \uc2e4\uc2dc\uac04 \uc778\uc0ac\uc774\ud2b8, \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c, \uc218\ud0c1\uae30\uad00 \ubc0f \ud575\uc2ec \uc740\ud589 \uc2dc\uc2a4\ud15c\uacfc\uc758 \uc6d0\ud65c\ud55c \ud1b5\ud569\uc744 \ud45c\uc900 \uae30\ub2a5\uc73c\ub85c \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-common-user-types-and-primary-use-cases\">\uc77c\ubc18\uc801\uc778 \uc0ac\uc6a9\uc790 \uc720\ud615 \ubc0f \uc8fc\uc694 \uc0ac\uc6a9 \uc0ac\ub840<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uad50\uc721\uae30\uad00 \uc720\ud615<\/th><th>\uc8fc\uc694 \uc0ac\uc6a9 \uc0ac\ub840<\/th><\/tr><tr><td>\ud504\ub77c\uc774\ube57 \ubc45\ud06c<\/td><td>\ub2e4\uc911 \uc790\uc0b0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac10\ub3c5, \uaddc\uc81c \uc900\uc218<\/td><\/tr><tr><td>\uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790<\/td><td>\uc7ac\ub7c9 \uc704\uc784 \uad00\ub9ac, \uace0\uac1d \ubcf4\uace0<\/td><\/tr><tr><td>\uba40\ud2f0 \ubc0f \uc2f1\uae00 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4<\/td><td>\ud1b5\ud569 \uc790\uc0b0 \ubcf4\uae30, \ub300\uccb4 \uc790\uc0b0 \ucd94\uc801<\/td><\/tr><tr><td>RIA(\ub4f1\ub85d \ud22c\uc790 \uc790\ubb38\uc0ac)<\/td><td>\uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc801\ud569\uc131 \ubb38\uc11c\ud654<\/td><\/tr><tr><td>\uc0ac\ubaa8 \ud380\ub4dc \ud68c\uc0ac<\/td><td>\ud380\ub4dc \uad00\ub9ac, \uce90\ud53c\ud138 \ucf5c, \ud22c\uc790\uc790 \uad00\uacc4<\/td><\/tr><tr><td>\ubcf4\ud5d8\uc0ac \ubc0f \uc5f0\uae08 \uae30\uae08<\/td><td>\ucc45\uc784 \ub9e4\uce6d \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ub9ac\uc2a4\ud06c \uad00\ub9ac<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\uc6a9 \ud22c\uc790 \uc571\uacfc \uc804\ubb38\uac00\uc6a9 \ud50c\ub7ab\ud3fc\uc744 \uad6c\ubd84\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc18c\ube44\uc790\uc6a9 \uc571\uc740 \uac1c\ubcc4 \uc885\ubaa9 \uc120\ud0dd\uacfc \uae30\ubcf8\uc801\uc778 \ucd94\uc801\uc5d0 \uc911\uc810\uc744 \ub450\ub294 \ubc18\uba74, \uae30\uc5c5\uc6a9 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc5ec\ub7ec \uc790\uc0b0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uc7ac\ub7c9\uc801 \uc758\ubb34, \uc5ec\ub7ec \uad00\ud560\uad8c\uc758 \ubcf5\uc7a1\ud55c \uaddc\uc81c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud22c\uc790 \uad00\ub9ac \ub3c4\uad6c\ub97c \ub3c5\ub9bd\ud615 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc5d4\uc9c4\uc774 \uc544\ub2cc \uad11\ubc94\uc704\ud55c CRM(\uace0\uac1d \uad00\uacc4 \uad00\ub9ac) \ubc0f \uc628\ubcf4\ub529 \ud658\uacbd \ub0b4\uc5d0 \ubc30\uce58\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \ud22c\uc790 \uad00\ub9ac\uc790\uc5d0\uac8c \ub2e8\uc21c\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd94\uc801 \uc774\uc0c1\uc758 \uace0\uac1d \uad00\uacc4, \uaddc\uc815 \uc900\uc218 \uc0c1\ud0dc, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub0b4\uc5ed\uc5d0 \ub300\ud55c \uc644\ubcbd\ud55c \uac00\uc2dc\uc131\uc774 \ud544\uc694\ud558\ub2e4\ub294 \uc810\uc744 \uc778\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/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\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4: 2026\ub144 \uc804\uccb4 \uac00\uc774\ub4dc<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-features-of-modern-investment-management-software\">\ucd5c\uc2e0 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ud575\uc2ec \uae30\ub2a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uae4c\uc9c0 \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\uc640 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \ud504\ub860\ud2b8, \ubbf8\ub4e4, \ubc31\uc624\ud53c\uc2a4 \uc6b4\uc601\uc758 \uc77c\ubd80\ub97c \ud3ec\uad04\ud558\ub294 \ud1b5\ud569 \uc2a4\ud0dd\uc744 \uad6c\ucd95\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4. \ud22c\uc790\ud300\uc740 \ub370\uc774\ud130 \uc785\ub825 \uc911\ubcf5\uc744 \uc5c6\uc560\uace0 \ubaa8\ub4e0 \ud65c\ub3d9\uc5d0\uc11c \uc2ec\uce35\uc801\uc778 \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\ub294 \ud50c\ub7ab\ud3fc\uc744 \uc694\uad6c\ud558\uace0 \uc788\uc73c\uba70, \ud3ec\uc778\ud2b8 \uc194\ub8e8\uc158\uc744 \uc870\ud569\ud558\ub358 \uc2dc\ub300\ub294 \ub05d\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-multi-asset-portfolio-management\">\uba40\ud2f0 \uc790\uc0b0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc8fc\uc2dd, \ucc44\uad8c, \ubba4\ucd94\uc5bc \ud380\ub4dc, \uad6c\uc870\ud654 \uc0c1\ud488 \ubc0f \ub300\uccb4 \ud22c\uc790\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \ucd94\uc801<\/li>\n\n\n\n<li>\uc0ac\ubaa8 \ud380\ub4dc, \ubca4\ucc98 \uce90\ud53c\ud0c8, \ubd80\ub3d9\uc0b0 \ubc0f \uae30\ud0c0 \ub300\uccb4 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc9c0\uc6d0<\/li>\n\n\n\n<li>\uc5ec\ub7ec \uad00\ub9ac\uc790\uc640 \uacc4\uc815 \uc720\ud615\uc5d0 \uac78\uce5c \ud1b5\ud569 \ubcf4\uae30<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud558\ub098\uc758 \ub300\uc2dc\ubcf4\ub4dc\ub85c \ud1b5\ud569\ud558\ub294 \uacc4\uc815 \ud1b5\ud569<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud50c\ub7ab\ud3fc\uc740 \ub300\uccb4 \ud22c\uc790, ETF, \ub3c5\uc810 \uc804\ub7b5 \ub4f1 \ub2e4\uc591\ud55c \uace0\uac1d\uc758 \uc694\uad6c\ub97c \ucda9\uc871\ud558\ub294 \uad11\ubc94\uc704\ud55c \ud22c\uc790 \uc635\uc158\uc5d0 \ub300\ud55c \uc561\uc138\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-performance-and-risk-analytics\">\uc131\ub2a5 \ubc0f \uc704\ud5d8 \ubd84\uc11d<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ROI, \uc54c\ud30c, \ubca0\ud0c0, \uc0e4\ud504 \ube44\uc728, \ud2b8\ub808\uc774\ub108 \ube44\uc728\uc744 \ud3ec\ud568\ud55c \ud544\uc218 \uc9c0\ud45c<\/li>\n\n\n\n<li>VaR(\uc704\ud5d8 \uac00\uce58), \ubcc0\ub3d9\uc131 \ubc0f \uc778\ucd9c\uc561 \uce21\uc815<\/li>\n\n\n\n<li>\uae08\ub9ac \ubc0f \ud658\uc728 \ucda9\uaca9\uc5d0 \ub300\ud55c \uc2dc\ub098\ub9ac\uc624 \ubaa8\ub378\ub9c1<\/li>\n\n\n\n<li>\uad00\ub828 \uc9c0\uc218\uc5d0 \ub300\ud55c \ubca4\uce58\ub9c8\ud06c \ube44\uad50<\/li>\n\n\n\n<li>\uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac00\ub2a5\ud55c \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud55c \uc131\ub2a5 \ubd84\uc11d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-order-and-rebalancing-workflows\">\uc8fc\ubb38 \ubc0f \ub9ac\ubc38\ub7f0\uc2f1 \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa9\ud45c \uc790\uc0b0 \ubc30\ubd84\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud55c \ub9ac\ubc38\ub7f0\uc2f1 \ub3c4\uad6c<\/li>\n\n\n\n<li>\uc8fc\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ud1b5\ud569\ub41c \uc0ac\uc804 \uac70\ub798 \uaddc\uc815 \uc900\uc218 \uac80\uc0ac<\/li>\n\n\n\n<li>\uc790\ub3d9\ud654\ub41c \uac70\ub798 \ucea1\ucc98\ub85c \uc218\ub3d9 \uc624\ub958 \uac10\uc18c<\/li>\n\n\n\n<li>\uacc4\uc815 \uac04 \ube14\ub85d \uac70\ub798 \ubc0f \ud560\ub2f9 \uc9c0\uc6d0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-and-audit\">\uaddc\uc815 \uc900\uc218 \ubc0f \uac10\uc0ac<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>MiFID II(\uc720\ub7fd \uc5f0\ud569 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uc778 \uae08\uc735\uc0c1\ud488\ud22c\uc790\uc9c0\uce68 II)\uc5d0 \ub530\ub978 \uc0ac\uc804 \uac70\ub798 \uc801\ud569\uc131 \ubc0f \uc801\uc815\uc131 \uaddc\uc815<\/li>\n\n\n\n<li>\uad6d\uac00 \uac04 \uaddc\uc81c \uc801\uc6a9 \ubc94\uc704<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \ud22c\uc790 \uacb0\uc815\uc5d0 \ub300\ud55c \uc790\ub3d9\ud654\ub41c \uac10\uc0ac \ucd94\uc801<\/li>\n\n\n\n<li>\ubc84\uc804 \uad00\ub9ac \ubc0f \ubcf4\uc874 \uc815\ucc45\uc744 \ud1b5\ud55c \ubb38\uc11c \uad00\ub9ac<\/li>\n\n\n\n<li>\uaddc\uc81c \ubcf4\uace0\ub97c \uc704\ud55c \ub0b4\uc7a5\ub41c \uac80\uc0ac \uae30\ub2a5<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reporting-and-communication\">\ubcf4\uace0 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d\uc6a9 \ube0c\ub79c\ub4dc PDF \ubcf4\uace0\uc11c<\/li>\n\n\n\n<li>\ub4dc\ub9b4\ub2e4\uc6b4 \uae30\ub2a5\uc774 \uc788\ub294 \ub300\ud654\ud615 \ubcf4\uace0 \ub3c4\uad6c<\/li>\n\n\n\n<li>\uace0\uac1d \ubc0f \ub0b4\ubd80 \ud300\uc5d0 \uc608\uc57d\ub41c \uc774\uba54\uc77c \ubc1c\uc1a1<\/li>\n\n\n\n<li>\uc774\uc0ac\ud68c \uc218\uc900\uc758 \ud504\ub808\uc820\ud14c\uc774\uc158\uc744 \uc704\ud55c \uace0\uae09 \ubcf4\uace0<\/li>\n\n\n\n<li>\uc2e4\uc2dc\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc \ubcf4\uae30\uac00 \uac00\ub2a5\ud55c \uace0\uac1d \ud3ec\ud138<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uc2dc\uc2a4\ud15c\uc740 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uacfc \ubcf4\uace0 \uae30\ub2a5\uc744 \uc77c\uc0c1\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \uc9c1\uc811 \ub0b4\uc7a5\ud569\ub2c8\ub2e4. \uae08\uc735 \uc804\ubb38\uac00\ub4e4\uc740 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uac04\uc5d0 \uc804\ud658\ud558\uc9c0 \uc54a\uace0\ub3c4 \uae30\uad00 \ud22c\uc790\uc790\uc640 \uac1c\uc778 \uace0\uac1d\uc774 \uc561\uc138\uc2a4 \uac00\ub2a5\ud558\uace0 \uac00\uce58 \uc788\ub2e4\uace0 \uc0dd\uac01\ud558\ub294 \ud1b5\ucc30\ub825 \uc788\uace0 \uc2dc\uac01\uc801\uc73c\ub85c \ud48d\ubd80\ud55c \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-and-regulatory-compliance\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uaddc\uc815 \uc900\uc218<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\ub144 \uc774\ud6c4 \ub370\uc774\ud130 \uc704\uce58\ub294 \uc804 \uc138\uacc4 \uae08\uc735 \uae30\uad00\uc5d0\uc11c \uc774\uc0ac\ud68c \ucc28\uc6d0\uc758 \ud654\ub450\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc9c4\ud654\ud558\ub294 EU GDPR \uc2dc\ud589, \uc678\uad6d \ub2f9\uad6d\uc758 \uc5ed\uc678 \ub370\uc774\ud130 \uc561\uc138\uc2a4\uc5d0 \ub300\ud55c \uc6b0\ub824, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc758 \uc870\ud569\uc73c\ub85c \uc778\ud574 \ub370\uc774\ud130 \uc8fc\uad8c\uc774 \uc911\uc694\ud55c \uc120\ud0dd \uae30\uc900\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c\uc774\ub780 \uace0\uac1d \ub370\uc774\ud130\uc640 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc815\ubcf4\uac00 \uc2a4\uc704\uc2a4\uc5d0 \ubb3c\ub9ac\uc801\uc73c\ub85c \uc704\uce58\ud55c \uc11c\ubc84\uc5d0 \uc0c1\uc8fc\ud558\uba70 \uc2a4\uc704\uc2a4 \uad00\ud560\uad8c\uc774 \ub3c5\uc810\uc801\uc73c\ub85c \uc801\uc6a9\ub428\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc774\ub294 \uc2a4\uc704\uc2a4\uac00 \uc81c\uacf5\ud558\uae30 \ub54c\ubb38\uc5d0 \uc911\uc694\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubbf8\uad6d \ubc0f EU \ub370\uc774\ud130 \uc561\uc138\uc2a4 \ud504\ub808\uc784\uc6cc\ud06c \uc678\ubd80\uc758 \uac15\ub825\ud55c \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638<\/li>\n\n\n\n<li>\uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc874\uc911\ubc1b\ub294 \uc548\uc815\uc801\uc774\uace0 \uc911\ub9bd\uc801\uc778 \ubc95\ub960 \ud658\uacbd<\/li>\n\n\n\n<li>FINMA(\uc2a4\uc704\uc2a4 \uae08\uc735 \uc2dc\uc7a5 \uac10\ub3c5 \uae30\uad00)\uc758 \uba85\ud655\ud55c \uaddc\uc81c \uae30\ub300\uce58<\/li>\n\n\n\n<li>\uc2a4\uc704\uc2a4 \ubc95\uc6d0\uc758 \uc2b9\uc778 \uc5c6\uc774 \uc678\uad6d\uc758 \ub370\uc774\ud130 \uc694\uccad\uc5d0 \uc751\ud560 \uc758\ubb34\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub0b4 \ud638\uc2a4\ud305 \ubc0f \uc628\ud504\ub808\ubbf8\uc2a4 \uc635\uc158\uc744 \uc81c\uacf5\ud558\uc5ec \uc2a4\uc704\uc2a4 \ubbfc\uac04 \uc740\ud589, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790, \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc\ubc95 \ub610\ub294 \uae30\ud0c0 \uce58\uc678\ubc95\uad8c\uc758 \uc801\uc6a9\uc744 \ubc1b\ub294 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub97c \uacbd\uacc4\ud558\ub294 \uaddc\uc81c \ub2f9\uad6d\uc5d0 \uc5b4\ud544\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-areas-covered-by-robust-investment-management-software\">\uac15\ub825\ud55c \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc801\uc6a9\ub418\ub294 \uaddc\uc81c \uc601\uc5ed<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c<\/th><th>\uc8fc\uc694 \uc694\uad6c \uc0ac\ud56d<\/th><\/tr><tr><td>FINMA \uae30\ub300\uce58<\/td><td>\uace0\uac1d \ub370\uc774\ud130 \ubcf4\ud638, \uc6b4\uc601 \ubcf5\uc6d0\ub825, \uc544\uc6c3\uc18c\uc2f1 \uc81c\uc5b4<\/td><\/tr><tr><td>GDPR<\/td><td>\ub370\uc774\ud130 \ucd5c\uc18c\ud654, \ub3d9\uc758 \uad00\ub9ac, \uc0ad\uc81c \uad8c\ud55c<\/td><\/tr><tr><td>\uad6d\uac00 \uac04 \ub370\uc774\ud130 \uc804\uc1a1<\/td><td>\uad00\ud560\uad8c\uc744 \ubc97\uc5b4\ub098\ub294 \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc801\uc808\ud55c \ubcf4\ud638 \uc870\uce58<\/td><\/tr><tr><td>KYC\/AML \uae30\ub85d \ubcf4\uad00<\/td><td>\ubb38\uc11c\ud654\ub41c \uc2e0\uc6d0 \ud655\uc778, \uc9c0\uc18d\uc801\uc778 \ubaa8\ub2c8\ud130\ub9c1, \uc758\uc2ec\uc2a4\ub7ec\uc6b4 \ud65c\ub3d9 \ubcf4\uace0(KYC: \uace0\uac1d \ud30c\uc545, AML: \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0)<\/td><\/tr><tr><td>\ud22c\uc790 \uacb0\uc815 \uac10\uc0ac \uac00\ub2a5\uc131<\/td><td>\uc644\ubcbd\ud55c \uc870\uc5b8, \uc801\ud569\uc131 \ud3c9\uac00 \ubc0f \uac70\ub798 \uadfc\uac70 \ucd94\uc801<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc740 \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0 \uac78\uccd0 \uae08\uc735 \ub370\uc774\ud130\ub97c \uc800\uc7a5\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uae30 \ub54c\ubb38\uc5d0 \uc5b4\ub5a4 \ubc95\ub960\uc774 \uc801\uc6a9\ub418\ub294\uc9c0 \ubd88\ud655\uc2e4\ud569\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \uc18c\ubc84\ub9b0 \uc194\ub8e8\uc158\uc740 \uc774\uc640\ub294 \ub69c\ub837\ud55c \ub300\uc870\ub97c \uc774\ub8f9\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc800\uc7a5 \ubc0f \uc804\uc1a1 \uc911\uc778 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc885\ub2e8 \uac04 \uc554\ud638\ud654<\/li>\n\n\n\n<li>\ub204\uac00 \ubb34\uc5c7\uc744 \ubcfc \uc218 \uc788\ub294\uc9c0 \uc81c\ud55c\ud558\ub294 \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4<\/li>\n\n\n\n<li>\ub370\uc774\ud130 \ubb34\uacb0\uc131\uc744 \uc785\uc99d\ud558\ub294 \ubcc0\uc870 \uc99d\uac70 \ub85c\uadf8<\/li>\n\n\n\n<li>\uacc4\uc57d\uc0c1 \uc57d\uc815\uc744 \ud1b5\ud55c \uba85\ud655\ud55c \ub370\uc774\ud130 \ubcf4\uc874 \ubcf4\uc7a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbfc\uac10\ud55c \uad6d\uac00 \uac04 \uad00\uacc4\ub97c \ub2e4\ub8e8\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \ub2e8\uc21c\ud55c \uae30\ub2a5\uc774 \uc544\ub2c8\ub77c \uace0\uac1d \uc2e0\ub8b0\uc640 \uaddc\uc81c \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud558\uae30 \uc704\ud55c \ud544\uc218 \uc694\uac74\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-investment-management-why-integration-matters\">CRM + \ud22c\uc790 \uad00\ub9ac: \ud1b5\ud569\uc774 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\ud3b8\ud654\ub41c \uc2a4\ud0dd\uc740 CRM(\uace0\uac1d \uad00\uacc4 \uad00\ub9ac), \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5833\">\ub9c8\ucf00\ud305<\/a> \ub3c4\uad6c\ub294 \uc6b4\uc601\uc0c1\uc758 \uc704\ud5d8\uacfc \uc5f4\uc545\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uace0\uac1d\uc758 \uc0c1\ud669\uc744 \ud30c\uc545\ud558\uae30 \uc704\ud574 5\uac1c\uc758 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc804\ud658\ud574\uc57c \ud558\ub294 \uacbd\uc6b0 \uc624\ub958\uac00 \uc99d\uac00\ud558\uace0 \uc751\ub2f5 \uc2dc\uac04\uc774 \uae38\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 CRM \uc2dc\uc2a4\ud15c\uc744 \uc7ac\ubb34 \uc124\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ud1b5\ud569\ud558\uba74 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc5d0\uac8c \uc6d0\ud65c\ud55c \ub370\uc774\ud130 \ud750\ub984\uacfc \uc6cc\ud06c\ud50c\ub85c\uc6b0 \ud6a8\uc728\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc740 \uace0\uac1d \ud504\ub85c\ud544, \uc704\ud5d8 \uc810\uc218, KYC \uc0c1\ud0dc, \ud22c\uc790 \uc758\ubb34, \uc2e4\uc81c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ub2e8\uc77c \ub808\ucf54\ub4dc\uc5d0 \uc5f0\uacb0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \uae08\uc735 \uae30\uad00\uc758 \uc6b4\uc601 \ubc29\uc2dd\uc744 \ud601\uc2e0\ud558\uc5ec \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0 \ud769\uc5b4\uc838 \uc788\ub294 \ub3d9\uc77c\ud55c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud558\ub098\uc758 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc18c\uc2a4\ub85c \ub300\uccb4\ud569\ub2c8\ub2e4. \uc790\ubb38 \ud68c\uc0ac\ub294 CRM \uc2dc\uc2a4\ud15c\uc744 \uc7ac\ubb34 \uacc4\ud68d \ub3c4\uad6c\uc640 \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uac1c\uc120, \uace0\uac1d \ub9cc\uc871\ub3c4 \ud5a5\uc0c1, \ucda9\uc131\ub3c4 \uac15\ud654\ub97c \ud1b5\ud574 \uace0\uac1d \uad00\uacc4\ub97c \ub354\uc6b1 \uacf5\uace0\ud788 \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-workflow-examples-demonstrating-integration-value\">\ud1b5\ud569 \uac00\uce58\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc6cc\ud06c\ud50c\ub85c \uc608\uc2dc<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5832\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \ud22c\uc790 \uc801\ud569\uc131 \u2192 \ud22c\uc790 \uc801\ud569\uc131<\/strong>: \uc2e0\uaddc \uc7a0\uc7ac\uace0\uac1d\uc774 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc744 \uc644\ub8cc\ud558\uba74 KYC(\uace0\uac1d\uc54c\uae30\uc81c\ub3c4) \uc2ec\uc0ac \ubc0f \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1\uc5d0 \ubc14\ub85c \ubc18\uc601\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd84\ub958\ub294 \uc790\ub3d9\uc73c\ub85c \ud22c\uc790 \uc720\ub2c8\ubc84\uc2a4\ub97c \uc81c\ud55c\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \ubcf4\uc218\uc801\uc778 \uc131\ud5a5\uc73c\ub85c \ubd84\ub958\ub418\uba74 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uace0\uc704\ud5d8 \uc0c1\ud488\uc744 \ucd94\ucc9c\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uace0\uac1d \uc0c1\ud638 \uc791\uc6a9 \u2192 \uaddc\uc815 \uc900\uc218 \ubb38\uc11c<\/strong>: CRM\uc5d0 \uae30\ub85d\ub41c \ubaa8\ub4e0 \uc774\uba54\uc77c, \ud68c\uc758 \uba54\ubaa8, \uc804\ud654 \ud1b5\ud654\ub294 \uaddc\uc81c \uae30\ub85d\uc758 \uc77c\ubd80\uac00 \ub429\ub2c8\ub2e4. \uac10\uc0ac \uc911\uc5d0 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc218\ub3d9 \ubb38\uc11c \uac80\uc0c9 \uc5c6\uc774\ub3c4 \uc870\uc5b8 \ub0b4\uc5ed\uc744 \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd \u2192 \uc0ac\uc804 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/strong>: \uc911\uc694\ud55c \uc2dc\uc7a5 \uc774\ubca4\ud2b8\uac00 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \ub54c \ud1b5\ud569 \uc2dc\uc2a4\ud15c\uc740 \uac1c\uc778\ud654\ub41c \uc54c\ub9bc\uacfc \uc608\uc57d\ub41c \uc544\uc6c3\ub9ac\uce58\ub97c \ud2b8\ub9ac\uac70\ud558\uc5ec \uc2dc\uc758\uc801\uc808\ud558\uace0 \uad00\ub828\uc131 \uc788\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud1b5\ud574 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c\ub294 \uc989\uac01\uc801\uc778 \uc774\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud55c \ud654\uba74\uc5d0\uc11c \uac01 \uace0\uac1d \uac00\uad6c\uc758 360\u00b0 \ubcf4\uae30<\/li>\n\n\n\n<li>\ud1b5\ud569 \uc791\uc5c5, \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \uc784\uacc4\uac12 \uc704\ubc18 \uc2dc \uc790\ub3d9\ud654\ub41c \uc54c\ub9bc<\/li>\n\n\n\n<li>\uad00\ub9ac \uc5c5\ubb34\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc740 \uc904\uc774\uace0 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \ub610\ud55c EU, \uc601\uad6d, \uc2a4\uc704\uc2a4 \uc81c\ub3c4 \uc804\ubc18\uc5d0 \uac78\uce5c \uaddc\uc81c \uc810\uac80\uc744 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. \uc790\ubb38, \uace0\uac1d \ubd84\ub958 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc870\uce58\uac00 \uc644\uc804\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 \ub3d9\uc77c\ud55c \uc2dc\uc2a4\ud15c\uc5d0 \uc788\uc73c\uba74 \uac10\uc0ac \uc911 \uc801\ud569\uc131\uc744 \uc785\uc99d\ud558\ub294 \uac83\uc774 \uac04\ub2e8\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-in-investment-management-software\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 AI \ubc0f \uc790\ub3d9\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2023\ub144\uacbd\ubd80\ud130 AI\ub294 \uc2e4\ud5d8\uc801\uc778 \uae30\ub2a5\uc5d0\uc11c \ud22c\uc790\ud300\uc744 \uc704\ud55c \uc77c\uc0c1\uc801\uc778 \ub3c4\uad6c\uc5d0 \ub0b4\uc7a5\ub41c \uae30\ub2a5\uc73c\ub85c \uc804\ud658\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud55c\ub54c \uacbd\uc7c1 \ucc28\ubcc4\ud654 \uc694\uc18c\uc600\ub358 AI\ub294 \uc774\uc81c \ube0c\ub85c\ucee4 \ub51c\ub7ec, \uc790\uc0b0 \uad00\ub9ac\uc790, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ud50c\ub7ab\ud3fc\uc758 \uae30\ubcf8 \uae30\ub300\uce58\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-themes-transforming-investment-operations\">\ud22c\uc790 \uc6b4\uc601\uc744 \ud601\uc2e0\ud558\ub294 \uc790\ub3d9\ud654 \ud14c\ub9c8<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uc790\ub3d9\ud654 \uc601\uc5ed<\/th><th>\uc601\ud5a5<\/th><\/tr><tr><td>\uad00\ub9ac\uc790\ub85c\ubd80\ud130\uc758 \ub370\uc774\ud130 \uc218\uc9d1<\/td><td>\uc218\ub3d9 \ub370\uc774\ud130 \uc785\ub825 \uc81c\uac70, \uc624\ub958 \uac10\uc18c<\/td><\/tr><tr><td>\uc870\uc815<\/td><td>\ubd88\uc77c\uce58\ub97c \uc790\ub3d9\uc73c\ub85c \ud50c\ub798\uadf8 \uc9c0\uc815\ud558\uace0 \ub9e4\uc77c \uc2dc\uac04\uc744 \uc808\uc57d\ud558\uc138\uc694.<\/td><\/tr><tr><td>\uae30\uc5c5 \ud65c\ub3d9 \ucc98\ub9ac<\/td><td>\ubc30\ub2f9, \ubd84\ud560, \ud569\ubcd1 \ucc98\ub9ac \uc790\ub3d9\ud654<\/td><\/tr><tr><td>\uaddc\uce59 \uae30\ubc18 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub9ac\ubc38\ub7f0\uc2f1<\/td><td>\uc218\ub3d9 \uac1c\uc785 \uc5c6\uc774 \ubaa9\ud45c \ud560\ub2f9 \uc720\uc9c0 \uad00\ub9ac<\/td><\/tr><tr><td>\uc790\ubcf8 \ud1b5\ud654 \ucc98\ub9ac<\/td><td>\uc0ac\ubaa8 \ud380\ub4dc \ubc0f \ubca4\ucc98 \uce90\ud53c\ud0c8 \uc6b4\uc601 \uac04\uc18c\ud654<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-use-cases-delivering-measurable-value\">\uce21\uc815 \uac00\ub2a5\ud55c \uac00\uce58\ub97c \uc81c\uacf5\ud558\ub294 AI \uc0ac\uc6a9 \uc0ac\ub840<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc9c0\ub2a5\ud615 \ucd94\ucc9c<\/strong>: \ud589\ub3d9 \ud328\ud134, \uc0dd\ud65c \uc774\ubca4\ud2b8 \ubc0f \uc2dc\uc7a5 \uc0c1\ud669\uc744 \uae30\ubc18\uc73c\ub85c \uace0\uac1d\uc5d0\uac8c \ucc28\uc120\ucc45\uc744 \uc81c\uc548\ud558\ub294 \uc608\uce21 \ubd84\uc11d<\/li>\n\n\n\n<li><strong>\uc774\uc0c1 \uc9d5\ud6c4 \ud0d0\uc9c0<\/strong>: \uc624\ub958, \uc0ac\uae30 \ub610\ub294 \uc2dc\uc7a5 \uae30\ud68c\ub97c \ub098\ud0c0\ub0bc \uc218 \uc788\ub294 \ube44\uc815\uc0c1\uc801\uc778 \uac70\ub798 \ub610\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc6c0\uc9c1\uc784 \uc2dd\ubcc4<\/li>\n\n\n\n<li><strong>\uc774\ud0c8 \uc608\uce21 \ubd84\uc11d<\/strong>: \uace0\uac1d\uc774 \ub5a0\ub098\uae30 \uc804\uc5d0 \uc774\ud0c8 \uc9d5\ud6c4\ub97c \ubcf4\uc774\ub294 \uace0\uac1d\uc5d0\uac8c \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \uc54c\ub9bc \uc81c\uacf5<\/li>\n\n\n\n<li><strong>\uc790\uc5f0\uc5b4 \uc694\uc57d<\/strong>: \uace0\uac1d \ubcf4\uace0\uc11c\uc5d0 \ub300\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd \uc0ac\ud56d\uc5d0 \ub300\ud55c \uc77c\ubc18 \uc5b8\uc5b4 \uc124\uba85 \uc790\ub3d9 \uc0dd\uc131<\/li>\n\n\n\n<li><strong>\uace0\uac1d \uc138\ubd84\ud654<\/strong>: \ub2c8\uc988, \ud589\ub3d9, \uc7a0\uc7ac\ub825\ubcc4\ub85c \uace0\uac1d\uc744 \uadf8\ub8f9\ud654\ud558\uc5ec \ud0c0\uac9f\ud305 \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \uac00\ub2a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 AI\ub97c \ud65c\uc6a9\ud558\uc5ec \ub9ac\ub4dc \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud558\uace0, \uae30\ud68c\ub97c \ud3c9\uac00\ud558\uace0, \uace0\uac1d\uc744 \uc138\ubd84\ud654\ud558\uace0, \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc9c0\uc6d0\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ud22c\uc790 \uacb0\uc815\uc5d0 \ub300\ud55c \uc0ac\ub78c\uc758 \uac10\ub3c5\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uaddc\uc81c\ub97c \ubc1b\ub294 \ud68c\uc0ac\ub294 AI\ub97c \uc124\uba85\ud560 \uc218 \uc788\uace0 \uac10\uc0ac\ud560 \uc218 \uc788\uc5b4\uc57c \ud558\uae30 \ub54c\ubb38\uc5d0 \uc774\ub7ec\ud55c \uade0\ud615\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud380\ub4dc \ub9e4\ub2c8\uc800\uc640 \uc790\uc0b0 \uc11c\ube44\uc2a4 \uc5c5\uccb4\ub294 \ubb38\uc11c\ud654 \uc5c6\ub294 AI\ub294 \uaddc\uc81c \ub9ac\uc2a4\ud06c\ub97c \ucd08\ub798\ud55c\ub2e4\ub294 \uc0ac\uc2e4\uc744 \uba85\uc2ec\ud574\uc57c \ud569\ub2c8\ub2e4. \uc131\uacf5\uc801\uc778 \uad6c\ud604\uc740 \uc720\uc9c0\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \uacb0\uc815\uc744 \uc704\ud55c \uba85\ud655\ud55c \ud734\uba3c \uc778 \ub354 \ub8e8\ud504 \ud504\ub85c\uc138\uc2a4<\/li>\n\n\n\n<li>\uaddc\uc81c \ub2f9\uad6d\uc774 \uac80\ud1a0\ud560 \uc218 \uc788\ub294 \ubb38\uc11c\ud654\ub41c \ubaa8\ub378 \ub85c\uc9c1<\/li>\n\n\n\n<li>AI \ucd94\ucc9c\uc774 \uc804\ubb38\uac00\uc758 \ud310\ub2e8\uacfc \ucda9\ub3cc\ud558\ub294 \uacbd\uc6b0 \uae30\ub2a5 \uc7ac\uc815\uc758<\/li>\n\n\n\n<li>\uc2e4\uc81c \uacb0\uacfc\uc640 \ube44\uad50\ud55c AI \uacb0\uacfc\uc758 \uc815\uae30\uc801\uc778 \uac80\uc99d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uae09 \ubd84\uc11d \uae30\ub2a5\uc740 \ud22c\uc790 \uc804\ubb38\uac00\uac00 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \ud22c\uc790 \uacb0\uc815\uc744 \ub354 \ube68\ub9ac \ub0b4\ub9ac\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\uc9c0\ub9cc, \uace0\uac1d\uc774 \uc2e0\ub8b0\ud558\ub294 \uc2e0\ud0c1\uc790\uc758 \ud310\ub2e8\uc744 \ub300\uccb4\ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-portals-and-digital-onboarding\">\uace0\uac1d \ud3ec\ud138 \ubc0f \ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc758 \uace0\uc561 \uc21c\uc790\uc0b0\uac00 \ubc0f \uae30\uad00 \ud22c\uc790\uc790\ub4e4\uc740 \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ud56d\uc0c1 \ub514\uc9c0\ud138\ub85c \uc548\uc804\ud558\uac8c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \ubd84\uae30\ubcc4 \uc885\uc774 \uba85\uc138\uc11c\uc640 \uc608\uc815\ub41c \uc804\ud654 \ud1b5\ud654\ub9cc\uc774 \uc720\uc77c\ud55c \uc811\uc810\uc774\uc5c8\ub358 \uc2dc\ub300\ub294 \uc9c0\ub0ac\uace0, \uace0\uac1d\uc740 \ub2f5\ubcc0\uc744 \uc6d0\ud560 \ub54c, \uc885\uc885 \uc5c5\ubb34 \uc2dc\uac04 \uc678\uc5d0 \uc5f0\ub77d\uc744 \ucde8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-clients-expect-from-a-modern-portal\">\uace0\uac1d\uc774 \ucd5c\uc2e0 \ud3ec\ud138\uc5d0 \uae30\ub300\ud558\ub294 \uac83<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uba40\ud2f0\ud329\ud130 \uc778\uc99d\uc744 \ud1b5\ud55c \uc740\ud589 \uc218\uc900\uc758 \ub370\uc774\ud130 \ubcf4\uc548<\/li>\n\n\n\n<li>\ud68c\uc0ac\uc758 \uc544\uc774\ub374\ud2f0\ud2f0\ub97c \ubc18\uc601\ud55c \ube0c\ub79c\ub4dc \uc778\ud130\ud398\uc774\uc2a4<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc, \uc790\uc0b0 \ubc30\ubd84 \ubc0f \uac70\ub798\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ub300\uc2dc\ubcf4\ub4dc<\/li>\n\n\n\n<li>PDF \ubc0f Excel \ud615\uc2dd\uc73c\ub85c \ub0b4\ubcf4\ub0bc \uc218 \uc788\ub294 \ubcf4\uace0\uc11c<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc704\ud55c \ubcf4\uc548 \uba54\uc2dc\uc9d5<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \uae30\uae30\uc5d0\uc11c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \ubaa8\ubc14\uc77c \uc751\ub2f5\uc131<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-steps\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ub2e8\uacc4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc81c \ud22c\uc790\uc790 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uc804\uccb4 \uad00\uacc4\uc5d0 \ub300\ud55c \uae30\ub300\uce58\ub97c \uc124\uc815\ud569\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ud750\ub984\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\uc6f9 \uc591\uc2dd<\/strong>: \uace0\uac1d \uc720\ud615 \ubc0f \uad00\ud560\uad8c\uc5d0 \ub9de\ucd98 \uc9c1\uad00\uc801\uc778 \ub370\uc774\ud130 \uc218\uc9d1<\/li>\n\n\n\n<li><strong>\ubb38\uc11c \uc5c5\ub85c\ub4dc<\/strong>: \uc2e0\ubd84\uc99d \ubc0f \uc99d\ube59 \uc790\ub8cc\uc758 \uc548\uc804\ud55c \uc81c\ucd9c<\/li>\n\n\n\n<li><strong>\uc804\uc790 \uc11c\uba85<\/strong>: \uc2e4\ubb3c \uc885\uc774 \uc5c6\uc774 \ubc95\uc801 \uad6c\uc18d\ub825\uc774 \uc788\ub294 \uc11c\uba85<\/li>\n\n\n\n<li><strong>\ube44\ub514\uc624 \uc2dd\ubcc4<\/strong>: \uaddc\uc815\uc774 \ud5c8\uc6a9\ud558\ub294 \uacbd\uc6b0 \uc6d0\uaca9 \uc2e0\uc6d0 \ud655\uc778<\/li>\n\n\n\n<li><strong>\uc790\ub3d9\ud654\ub41c KYC\/AML \uc2ec\uc0ac<\/strong>: \uc81c\uc7ac \ubaa9\ub85d \ubc0f PEP(\uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c) \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \ud655\uc778<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc628\ubcf4\ub529 \ub370\uc774\ud130\ub97c CRM \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubaa8\ub4c8\uc5d0 \uc9c1\uc811 \uc5f0\uacb0\ud558\uc5ec \uc911\ubcf5 \ud56d\ubaa9\uc744 \uc81c\uac70\ud558\uace0 \uc2e0\uaddc \uace0\uac1d\uc744 \uc704\ud55c \ud22c\uc790 \uc2dc\uac04\uc744 \ud68d\uae30\uc801\uc73c\ub85c \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc774 \uace0\uac1d\uc774 \ub418\uba74 \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694 \uc5c6\uc774 \ud574\ub2f9 \uc815\ubcf4\uac00 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub85c \uc6d0\ud65c\ud558\uac8c \ud758\ub7ec\ub4e4\uc5b4\uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \ubbfc\uac04 \uc740\ud589\uc758 \uacbd\uc6b0 \ub2e4\uad6d\uc5b4 \uc9c0\uc6d0\uc740 \ud544\uc218\uc785\ub2c8\ub2e4. \ud50c\ub7ab\ud3fc\uc740 \ucd5c\uc18c\ud55c \uc601\uc5b4, \ud504\ub791\uc2a4\uc5b4, \ub3c5\uc77c\uc5b4, \uc774\ud0c8\ub9ac\uc544\uc5b4\ub97c \ucc98\ub9ac\ud574\uc57c \ud558\uba70 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc5d0 \ub530\ub77c \ucd94\uac00 \uc5b8\uc5b4\ub97c \uc9c0\uc6d0\ud558\ub294 \uac83\uc774 \uc774\uc0c1\uc801\uc785\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uc21c\ud788 \uc788\uc73c\uba74 \uc88b\uc740 \uac83\uc774 \uc544\ub2c8\ub77c \uc5ec\ub7ec \uc9c0\uc5ed\uc758 \ub2e4\uc591\ud55c \uace0\uac1d\uce35\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uae30 \uc704\ud55c \ud544\uc218 \uc694\uac74\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-top-investment-management-software-providers\">\ucd5c\uace0\uc758 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc81c\uacf5\uc5c5\uccb4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ubc14\ub978 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\ub294 \uac83\uc740 \uc790\uc0b0 \uad00\ub9ac\uc790, \uc0ac\ubaa8\ud380\ub4dc \uc804\ubb38\uac00, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0\uc11c \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\uace0 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uac15\ud654\ud558\uace0\uc790 \ud558\ub294 \uc804\ub7b5\uc801 \uacb0\uc815\uc785\ub2c8\ub2e4. LenderKit, Dynamo Software, eFront\uc640 \uac19\uc740 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\ub294 \uc5c5\uccb4\ub294 \uac01\uac01 \ub69c\ub837\ud55c \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. LenderKit\uc740 \uc0ac\ubaa8\ud380\ub4dc \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uac15\ub825\ud558\uac8c \uc9c0\uc6d0\ud558\uc5ec \uce90\ud53c\ud0c8 \ucf5c\uacfc \ud22c\uc790\uc790 \uad00\uacc4\ub97c \ubcf4\ub2e4 \uc27d\uac8c \uad00\ub9ac\ud560 \uc218 \uc788\ub294 \uac83\uc73c\ub85c \uc778\uc815\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. Dynamo Software\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uc640 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\ub97c \uc704\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd94\uc801, \uc131\uacfc \ubd84\uc11d \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \uac04\uc18c\ud654\ud558\ub294 \ub3c4\uad6c\ub97c \uc81c\uacf5\ud558\ub294 \ud3ec\uad04\uc801\uc778 \ud22c\uc790 \uad00\ub9ac \uc811\uadfc \ubc29\uc2dd\uc774 \ub3cb\ubcf4\uc785\ub2c8\ub2e4. \ud55c\ud3b8, eFront\ub294 \ub370\uc774\ud130 \uad00\ub9ac \ubc0f \ubcf4\uace0\ub97c \uc704\ud55c \uace0\uae09 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uc5ec \ubcf5\uc7a1\ud55c \ub300\uccb4 \uc790\uc0b0\uc744 \uad00\ub9ac\ud558\ub294 \uae30\uad00\uc5d0\uc11c \uc120\ud638\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud3c9\uac00\ud560 \ub54c\ub294 \uc6d0\ud65c\ud55c \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uc7a5\uc744 \uc704\ud55c \ud655\uc7a5\uc131, \uc0ac\ubaa8\ud380\ub4dc \ubc0f \ub300\uccb4 \ud22c\uc790\ub97c \uc704\ud55c \uc804\ubb38 \uc9c0\uc6d0 \ub4f1 \uac01 \uc81c\uacf5\uc5c5\uccb4\uac00 \ube44\uc988\ub2c8\uc2a4\uc758 \uace0\uc720\ud55c \uc694\uad6c\uc0ac\ud56d\uc744 \uc5b4\ub5bb\uac8c \ud574\uacb0\ud558\ub294\uc9c0 \uace0\ub824\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc62c\ubc14\ub978 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc640 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\ub294 \ubcf4\ub2e4 \ud6a8\uc728\uc801\uc73c\ub85c \ud22c\uc790\ub97c \uad00\ub9ac\ud558\uace0, \uc218\uc791\uc5c5\uc744 \uc904\uc774\uba70, \uc6b0\uc218\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-scalability-and-flexibility-in-investment-management-software\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ud655\uc7a5\uc131 \ubc0f \uc720\uc5f0\uc131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790\ud68c\uc0ac\uc758 \uc131\uc7a5\uacfc \ub2e4\uac01\ud654\uc5d0 \ub530\ub77c \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ud655\uc7a5 \ubc0f \uc801\uc751 \ub2a5\ub825\uc774 \ud575\uc2ec \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud655\uc7a5 \uac00\ub2a5\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc194\ub8e8\uc158\uc740 \uace0\uac1d \uae30\ubc18\uc774 \ud655\uc7a5\ub418\uac70\ub098 \uad00\ub9ac \uc790\uc0b0\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \ud50c\ub7ab\ud3fc\uc774 \uc131\ub2a5 \uc800\ud558 \uc5c6\uc774 \ub354 \ub9ce\uc740 \ub370\uc774\ud130, \ub354 \ub9ce\uc740 \uc0ac\uc6a9\uc790, \ucd94\uac00 \uc790\uc0b0 \ud074\ub798\uc2a4\ub97c \ucc98\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc720\uc5f0\uc131\uc740 \ucd5c\uc2e0 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc870\uc815\ud558\uace0 \uae30\uc874 \uc2dc\uc2a4\ud15c\uacfc \ud1b5\ud569\ud558\uba70 \uace0\uc720\ud55c \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uc9c0\uc6d0\ud560 \uc218 \uc788\ub294 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc635\uc158\uc744 \uc81c\uacf5\ud574\uc57c \ud55c\ub2e4\ub294 \uc810\uc5d0\uc11c\ub3c4 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ubdf0 \uc2dc\uc2a4\ud15c\uc988\uc640 \uc2ec\ucf54\ud504 \uac19\uc740 \uc5c5\uccb4\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \uac04\uc18c\ud654\ud558\uace0 \uc6b4\uc601 \uc704\ud5d8\uc744 \uc904\uc774\uba70 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \ud22c\uc790 \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\ub294 \ud655\uc7a5 \uac00\ub2a5\ud558\uace0 \uc720\uc5f0\ud55c \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc73c\ub85c \uc720\uba85\ud569\ub2c8\ub2e4. \uc870\uc9c1\uacfc \ud568\uaed8 \uc131\uc7a5\ud558\uace0 \ubcc0\ud654\ud558\ub294 \uc694\uad6c\uc0ac\ud56d\uc5d0 \uc801\uc751\ud558\ub294 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\uba74 \ud22c\uc790 \uad00\ub9ac \uc6b4\uc601\uc758 \ubbf8\ub798\ub97c \ubcf4\uc7a5\ud558\uace0 \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-cost-and-pricing-considerations\">\ube44\uc6a9 \ubc0f \uac00\uaca9 \uace0\ub824 \uc0ac\ud56d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ube44\uc6a9\uacfc \uac00\uaca9 \uad6c\uc870\ub97c \uc774\ud574\ud558\ub294 \uac83\uc740 \uc608\uc0b0 \ubc94\uc704 \ub0b4\uc5d0\uc11c \uac00\uce58\ub97c \uadf9\ub300\ud654\ud558\ub824\ub294 \ud22c\uc790 \uad00\ub9ac\uc790, \uc790\uc0b0 \uad00\ub9ac\uc790, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0\uac8c \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uac00\uaca9 \ubaa8\ub378\uc740 \ub9e4\uc6b0 \ub2e4\uc591\ud560 \uc218 \uc788\ub294\ub370, \uc77c\ubd80 \ud50c\ub7ab\ud3fc\uc740 \uad00\ub9ac \uc790\uc0b0(AUM)\uc744 \uae30\uc900\uc73c\ub85c \uc694\uae08\uc744 \ubd80\uacfc\ud558\ub294 \ubc18\uba74, \ub2e4\ub978 \ud50c\ub7ab\ud3fc\uc740 \uc0ac\uc6a9\uc790\ub2f9 \ub610\ub294 \uae30\ub2a5\ub2f9 \uace0\uc815 \uc694\uae08\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc0ac\uc6a9\uc790 \uc218, \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \ubcf5\uc7a1\uc131, \ud544\uc694\ud55c \uae30\ub2a5\uc758 \ubc94\uc704 \ub4f1\uc758 \uc694\uc778\uc774 \ubaa8\ub450 \ucd1d \ube44\uc6a9\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Masttro\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \ub370\ubaa8\uc640 \ub9de\ucda4\ud615 \uc0c1\ub2f4\uc744 \uc81c\uacf5\ud558\uc5ec \uae30\uc5c5\uc774 \uc694\uad6c\uc0ac\ud56d\uc744 \ud3c9\uac00\ud558\uace0 \uac00\uc7a5 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4. \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud3c9\uac00\ud560 \ub54c\ub294 \ud45c\uba74\uc801\uc778 \uac00\uaca9\uc744 \ub118\uc5b4 \uc7a5\uae30\uc801\uc778 \uac00\uce58\ub97c \uace0\ub824\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4: \ud50c\ub7ab\ud3fc\uc774 \uc131\uc7a5 \uacc4\ud68d\uc744 \uc9c0\uc6d0\ud558\ub294\uac00? \uc218\uc791\uc5c5\uc744 \uc904\uc774\uace0 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud560 \uc218 \uc788\ub098\uc694? \uac00\uaca9 \ubaa8\ub378\uacfc \ud3ec\ud568\ub41c \ub0b4\uc6a9\uc744 \uba85\ud655\ud788 \uc774\ud574\ud558\uba74 \ud22c\uc790 \uad00\ub9ac\uc790\ub294 \ube44\uc988\ub2c8\uc2a4 \ubaa9\ud45c\uc640 \uc7ac\ubb34 \ubaa9\ud45c\uc5d0 \ubd80\ud569\ud558\ub294 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-success-with-investment-management-software\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c \uc131\uacf5 \uce21\uc815<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc2e4\uc9c8\uc801\uc778 \uac00\uce58\ub97c \uc81c\uacf5\ud558\uace0 \uc788\ub294\uc9c0 \ud655\uc778\ud558\ub824\uba74 \uc6b4\uc601 \ud6a8\uc728\uc131\uacfc \uace0\uac1d \uc131\uacfc\ub97c \ubaa8\ub450 \ubc18\uc601\ud558\ub294 \ud575\uc2ec \uc131\uacfc \uc9c0\ud45c(KPI)\ub97c \ucd94\uc801\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc7ac\uc815 \uace0\ubb38\uacfc \ud22c\uc790 \uad00\ub9ac\uc790\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc, \uace0\uac1d \ub9cc\uc871\ub3c4, \uace0\uac1d \uc628\ubcf4\ub529 \uc18d\ub3c4\uc640 \uac19\uc740 \uc9c0\ud45c\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud574\uc57c \ud569\ub2c8\ub2e4. \ucd5c\uc2e0 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \ub0b4\uc7a5\ub41c \uace0\uae09 \ubd84\uc11d \ubc0f \ubcf4\uace0 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uba74 \uc778\uc0ac\uc774\ud2b8\ub97c \uc27d\uac8c \uc0dd\uc131\ud558\uace0, \ucd94\uc138\ub97c \ud30c\uc545\ud558\uace0, \uac1c\uc120\uc774 \ud544\uc694\ud55c \ubd80\ubd84\uc744 \uc815\ud655\ud788 \ucc3e\uc544\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c KPI\ub97c \uc815\uae30\uc801\uc73c\ub85c \ud3c9\uac00\ud558\uba74 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \uc804\ub7b5\uc744 \uac1c\uc120\ud558\uace0 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud558\uba70 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ubaa8\ub4e0 \uae30\ub2a5\uc744 \ud65c\uc6a9\ud558\uc5ec \ubcf4\ub2e4 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0, \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud558\uba70, \ud22c\uc790 \ubaa9\ud45c\ub97c \uc77c\uad00\ub418\uac8c \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub370\uc774\ud130 \uae30\ubc18 \uc811\uadfc \ubc29\uc2dd\uc740 \ub354 \ub098\uc740 \uc758\uc0ac \uacb0\uc815\uc744 \uc9c0\uc6d0\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uacbd\uc7c1\uc774 \uce58\uc5f4\ud55c \uc2dc\uc7a5\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc758 \ubc1c\ud310\uc744 \ub9c8\ub828\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-staying-up-to-date-trends-and-continuous-improvement\">\ucd5c\uc2e0 \uc815\ubcf4 \uc5bb\uae30: \ud2b8\ub80c\ub4dc \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4 \uc0b0\uc5c5\uc740 \uc0c8\ub85c\uc6b4 \uae30\uc220\uacfc \uaddc\uc81c \ubcc0\ud654\ub85c \uc778\ud574 \ud22c\uc790 \uad00\ub9ac \ud658\uacbd\uc774 \uc9c0\uc18d\uc801\uc73c\ub85c \uc7ac\ud3b8\ub418\uba74\uc11c \ube60\ub974\uac8c \uc9c4\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud22c\uc790 \uad00\ub9ac\uc790\ub294 \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ucd5c\uc2e0 \ud2b8\ub80c\ub4dc, \ub300\uccb4 \uc790\uc0b0\uc758 \uc911\uc694\uc131 \uc99d\uac00, \uc6b4\uc601 \ud6a8\uc728\uc131\uc758 \uc0c8\ub85c\uc6b4 \ubaa8\ubc94 \uc0ac\ub840\uc5d0 \ub300\ud55c \uc815\ubcf4\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ud30c\uc545\ud574\uc57c \ud569\ub2c8\ub2e4. \uc9c0\uc18d\uc801\uc778 \uad50\uc721, \ud504\ub85c\uc138\uc2a4 \ucd5c\uc801\ud654, \uae30\uc220 \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \ud1b5\ud55c \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc740 \ud0c1\uc6d4\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uace0 \ubcc0\ud654\ud558\ub294 \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \uc801\uc751\ud558\uace0\uc790 \ud558\ub294 \uc790\uc0b0 \uad00\ub9ac \uc804\ubb38\uac00\uc5d0\uac8c \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790 \uad00\ub9ac\uc790\ub294 \ud601\uc2e0\uc744 \uc218\uc6a9\ud558\uace0 \uc5c5\uacc4 \ubc1c\uc804\uc5d0 \ubc1c\ub9de\ucd94\uc5b4 \ud22c\uc790 \uc804\ub7b5\uc744 \ucd5c\uc801\ud654\ud558\uace0 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uba70 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc704\ud55c \uac15\ub825\ud55c \ub3c4\uad6c\ub85c \uc720\uc9c0\ub418\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc2e0 \uc815\ubcf4\ub97c \uc720\uc9c0\ud558\ub294 \uac83\uc740 \ud68c\uc0ac\uc5d0 \ub3c4\uc6c0\uc774 \ub420 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc810\uc810 \ub354 \ubcf5\uc7a1\ud574\uc9c0\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \ud658\uacbd\uc5d0\uc11c \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\ub294 \ub370\ub3c4 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choosing-investment-management-software-in-2026\">2026\ub144 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc120\ud0dd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac \uc2dc\uc7a5\uc740 \ub2e8\uc77c \uae30\ub2a5\uc744 \ub2e4\ub8e8\ub294 \ud3ec\uc778\ud2b8 \uc194\ub8e8\uc158\ubd80\ud130 \uace0\uac1d \uc628\ubcf4\ub529\ubd80\ud130 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud68c\uacc4\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uac83\uc744 \ucc98\ub9ac\ud558\ub294 \uc804\uba74\uc801\uc778 \ud50c\ub7ab\ud3fc\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ub2e4\uc591\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e4\uc591\uc131 \ub54c\ubb38\uc5d0 \uccb4\uacc4\uc801\uc778 \uc120\ud0dd \ud504\ub85c\uc138\uc2a4\uac00 \ud544\uc218\uc801\uc774\uba70, \uc798\ubabb\ub41c \ud50c\ub7ab\ud3fc\uc744 \uc120\ud0dd\ud558\uba74 \uc218\ub144\uac04 \uc6b4\uc601\uc0c1\uc758 \uace8\uce6b\uac70\ub9ac\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluation-criteria-for-investment-management-software\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud3c9\uac00 \uae30\uc900<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uae30\uc900<\/th><th>\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/th><\/tr><tr><td>\ud0c0\uac9f \ud074\ub77c\uc774\uc5b8\ud2b8 \uc138\uadf8\uba3c\ud2b8<\/td><td>\ud50c\ub7ab\ud3fc\uc774 HNW, UHNW, \uae30\uad00 \ub610\ub294 \ub300\uc911 \ubd80\uc720\uce35\uc744 \ub300\uc0c1\uc73c\ub85c \ud558\ub098\uc694? \uadc0\uc0ac\uc758 \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc801\ud569\ud55c \ud50c\ub7ab\ud3fc\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/td><\/tr><tr><td>\uc9c0\uc6d0\ub418\ub294 \uc5d0\uc14b \ud074\ub798\uc2a4<\/td><td>\uacf5\ubaa8 \uc2dc\uc7a5\ub9cc \ucde8\uae09\ud558\ub098\uc694, \uc544\ub2c8\uba74 \uc0ac\ubaa8\ud380\ub4dc, \ubd80\ub3d9\uc0b0, \ub300\uccb4\ud22c\uc790\ub3c4 \ucde8\uae09\ud558\ub098\uc694?<\/td><\/tr><tr><td>\uc9c0\uc5ed\/\uaddc\uc81c \uc801\ud569\uc131<\/td><td>\uc2a4\uc704\uc2a4, EU, \uc601\uad6d \ub610\ub294 \uae00\ub85c\ubc8c \uaddc\uc81c \uc694\uac74\uc5d0 \ub9de\uac8c \uc124\uacc4\ub418\uc5c8\ub098\uc694?<\/td><\/tr><tr><td>\ud1b5\ud569 \uae30\ub2a5<\/td><td>\uc218\ud0c1\uc790, \ucf54\uc5b4 \ubc45\ud0b9 \ubc0f \uae30\uc874 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \uc5f0\uacb0\ub418\ub098\uc694?<\/td><\/tr><tr><td>\ud638\uc2a4\ud305 \uc704\uce58<\/td><td>\ud22c\uc790 \ub370\uc774\ud130\ub294 \uc5b4\ub514\uc5d0 \uc800\uc7a5\ub418\ub098\uc694? \uc2a4\uc704\uc2a4, EU \ub610\ub294 \ubbf8\uad6d?<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-due-diligence-factors-that-separate-serious-contenders\">\uc8fc\uc694 \uacbd\uc7c1\uc5c5\uccb4\ub97c \uad6c\ubd84\ud558\ub294 \uc2e4\uc0ac \uc694\uc18c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ucc38\uc870<\/strong>: \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\uc0ac \uae30\uc5c5\uc758 \uad6c\uccb4\uc801\uc778 \uc0ac\ub840\ub97c \uc694\uccad\ud558\uc138\uc694. \uc81c\uacf5\ub41c \ud6c4\uae30\uac00 \uc544\ub2cc \uc2e4\uc81c \uc0ac\uc6a9\uc790\uc640 \ub300\ud654\ud558\uc138\uc694.<\/li>\n\n\n\n<li><strong>\uad6c\ud604 \uc77c\uc815<\/strong>: \ub9c8\uc77c\uc2a4\ud1a4\uc774 \ud3ec\ud568\ub41c \uc11c\uba74 \uacac\uc801\uc744 \ubc1b\uc544\ubcf4\uc138\uc694. \ubaa8\ud638\ud55c \uc57d\uc18d\uc740 \ubb38\uc81c\ub97c \uc608\uace0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ubcf4\uc548 \uc778\uc99d<\/strong>: ISO 27001\uacfc \uac19\uc740 \ubb38\uc11c\ud654\ub41c \uc778\uc99d\uc744 \uc694\uad6c\ud558\uc138\uc694. \u201c\uc791\uc5c5 \uc911\uc785\ub2c8\ub2e4.\u201d\ub77c\ub294 \ub2f5\ubcc0\uc740 \ubc1b\uc544\ub4e4\uc774\uc9c0 \ub9c8\uc138\uc694.\u201d<\/li>\n\n\n\n<li><strong>\uacf5\uae09\uc5c5\uccb4 \uc548\uc815\uc131<\/strong>: \uc7ac\ubb34 \uc0c1\ud0dc\uc640 \uc81c\ud488 \ub85c\ub4dc\ub9f5\uc744 \ud3c9\uac00\ud558\uc138\uc694. 2\ub144 \ub9cc\uc5d0 \ud3ec\uae30\ud55c \ud50c\ub7ab\ud3fc\uc740 \ud22c\uc790 \ub0ad\ube44\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc744 \ud3c9\uac00\ud560 \ub54c\ub294 \ub05d\uc5c6\ub294 \ucee4\uc2a4\ud130\ub9c8\uc774\uc9d5\ubcf4\ub2e4 \uad6c\uc131 \uac00\ub2a5\uc131\uc744 \uc6b0\uc120\uc801\uc73c\ub85c \uace0\ub824\ud558\uc138\uc694. \uad11\ubc94\uc704\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac1c\ubc1c\uc774 \ud544\uc694\ud55c \uc2dc\uc2a4\ud15c\uc740 \uc720\uc9c0 \uad00\ub9ac \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4e4\uace0 \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \uc5b4\ub824\uc6cc\uc9d1\ub2c8\ub2e4. \ucd5c\uace0\uc758 \ud50c\ub7ab\ud3fc\uc740 \uc9c0\uc6d0\ub418\ub294 \ud504\ub808\uc784\uc6cc\ud06c \ub0b4\uc5d0\uc11c \uc2ec\uce35\uc801\uc778 \uad6c\uc131 \uc635\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ubb38 \ud68c\uc0ac \ub9ac\ub354\uc758 \uacbd\uc6b0, \uc120\uc815 \uacfc\uc815\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9e4\uc77c \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\ub294 \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \uad00\uacc4 \uad00\ub9ac\uc790<\/li>\n\n\n\n<li>\ubb38\uc11c\ud654 \ubc0f \uac10\uc0ac\ub97c \ud574\uc57c \ud558\ub294 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790<\/li>\n\n\n\n<li>\ud1b5\ud569 \ubc0f \ubcf4\uc548\uc744 \ub2f4\ub2f9\ud558\ub294 IT \ud300<\/li>\n\n\n\n<li>\uc815\ud655\ud55c \ubcf4\uace0\uac00 \ud544\uc694\ud55c \uc7ac\ubb34 \uc804\ubb38\uac00<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub4e4\uc758 \uc758\uacac\uc744 \uc885\ud569\ud558\uba74 \ub370\ubaa8\uc5d0\uc11c\ub294 \uc778\uc0c1\uc801\uc774\uc9c0\ub9cc \uc77c\uc0c1\uc801\uc778 \uc6b4\uc601\uc5d0\uc11c\ub294 \uc2e4\ud328\ud558\ub294 \ud50c\ub7ab\ud3fc\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc744 \ubc29\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-supports-regulated-investment-firms\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uac00 \uaddc\uc81c \ub300\uc0c1 \ud22c\uc790 \ud68c\uc0ac\ub97c \uc9c0\uc6d0\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc740\ud589, \ubbfc\uac04 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac, \uacf5\uacf5 \ubd80\ubb38 \uae30\uad00 \ub4f1 \uaddc\uc81c \ub300\uc0c1\uc790\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM(\uace0\uac1d \uad00\uacc4 \uad00\ub9ac) \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\uba70 \ud558\ub098\uc758 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ud22c\uc790 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud574\uc57c \ud558\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4 \uc885\uc0ac\uc790\ub4e4\uc774 \uc9c1\uba74\ud55c \uadfc\ubcf8\uc801\uc778 \uacfc\uc81c\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-components-of-the-investglass-platform\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4 \ud50c\ub7ab\ud3fc\uc758 \uc8fc\uc694 \uad6c\uc131 \uc694\uc18c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC<\/strong>: \uac04\uc18c\ud654\ub41c \uc6f9 \uc591\uc2dd, \ubb38\uc11c \uc218\uc9d1, \uace0\uac1d \ud504\ub85c\ud544\uc5d0 \ubc14\ub85c \ubc18\uc601\ub418\ub294 \uc790\ub3d9\ud654\ub41c \uc120\ubcc4 \uae30\ub2a5<\/li>\n\n\n\n<li><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc704\uc784 \ucd94\uc801<\/strong>: \uc131\uacfc \ubc0f \uc704\ud5d8 \uba54\ud2b8\ub9ad\uc744 \ud1b5\ud574 \uc5ec\ub7ec \uc218\ud0c1\uc0ac\uc758 \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud1b5\ud569\uc801\uc73c\ub85c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>CRM \ubc0f \ud30c\uc774\ud504\ub77c\uc778 \uad00\ub9ac<\/strong>: \uc791\uc5c5 \ucd94\uc801, \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9 \ubc0f \uae30\ud68c \uc810\uc218\ub97c \ud1b5\ud55c \uc644\ubcbd\ud55c \uad00\uacc4 \uad00\ub9ac<\/li>\n\n\n\n<li><strong>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/strong>: \uace0\uac1d \uc138\ubd84\ud654 \ubc0f \ud589\ub3d9 \ud2b8\ub9ac\uac70\uc5d0 \uae30\ubc18\ud55c \ud0c0\uac9f\ud305 \ucea0\ud398\uc778<\/li>\n\n\n\n<li><strong>\ubcf4\uc548 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/strong>: \uace0\uac1d\uc774 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ubcf4\uace0\uc11c \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ubcfc \uc218 \uc788\ub294 \ube0c\ub79c\ub4dc\ud654\ub41c \ub514\uc9c0\ud138 \uc561\uc138\uc2a4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130\ub294 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \ub610\ub294 \uace0\uac1d \uc2dc\uc124\uc758 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0 \ubcf4\uad00\ub429\ub2c8\ub2e4. \uc774\ub294 \ub370\uc774\ud130 \uc8fc\uad8c\uc774 \uaddc\uc81c \uc900\uc218\uc640 \uace0\uac1d \uc2e0\ub8b0\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ubbfc\uac10\ud55c \uad6d\uac00 \uac04 \uad00\uacc4\ub97c \uad00\ub9ac\ud558\ub294 \ubbfc\uac04 \uc740\ud589, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790, \uc218\ud0c1\uc790\uc5d0\uac8c \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-typical-workflow-example\">\uc77c\ubc18\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c \uc608\uc2dc<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\uc2e0\uaddc \uc7a0\uc7ac \uace0\uac1d\uc774 InvestGlass \uc591\uc2dd\uc744 \ud1b5\ud574 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc744 \uc644\ub8cc\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc81c\uc7ac \ubaa9\ub85d \ubc0f PEP(\uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c) \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0 \ub300\ud55c \uc790\ub3d9\ud654\ub41c \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0(AML) \uc2a4\ud06c\ub9ac\ub2dd \uac80\uc0ac<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1 \uc124\ubb38\uc9c0\ub97c \ud1b5\ud574 \uace0\uac1d \ubd84\ub958 \uacb0\uc815<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \uaddc\uce59\uc774 \uc790\ub3d9\uc73c\ub85c \uc801\uc6a9\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \uace0\uac1d \uae30\ub85d \ub9c1\ud06c<\/li>\n\n\n\n<li>\uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ubaa8\ub4e0 \uc7ac\ubb34 \ub370\uc774\ud130\uc640 \uc0c1\ud638 \uc791\uc6a9 \ub0b4\uc5ed\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ud1b5\ud569 \ubcf4\uae30\ub97c \ubc1b\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc81c\uc548\ub41c \ud22c\uc790\uac00 \uc801\ud569\uc131 \uc694\uac74\uacfc \ucda9\ub3cc\ud558\ub294 \uacbd\uc6b0 \uc9c0\uc18d\uc801\uc778 \ubaa8\ub2c8\ud130\ub9c1\uc744 \ud1b5\ud574 \ud50c\ub798\uadf8 \uc9c0\uc815<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\uacfc\ub294? \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd\uc758 \uaddc\uc81c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\ub294 \uc644\ubcbd\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 \uccab \uc811\ucd09\ubd80\ud130 \uc9c0\uc18d\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uae4c\uc9c0 \uc7ac\ubb34 \ubaa9\ud45c\ub97c \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/www.investglass.com\/ko\/\">\ub370\ubaa8 \uc608\uc57d\ud558\uae30<\/a> \ub97c \ucc38\uc870\ud558\uc5ec \ud30c\ud3b8\ud654\ub41c \uc2dc\uc2a4\ud15c\uc744 \ube44\uc988\ub2c8\uc2a4 \uc6b4\uc601\uc5d0 \ub9de\ub294 \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc73c\ub85c \uad50\uccb4\ud558\ub294 \ub370 \ucd08\uc810\uc744 \ub9de\ucd98 \ub9de\ucda4\ud615 \uc548\ub0b4\ub97c \ud655\uc778\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-best-practices-and-common-pitfalls\">\uad6c\ud604 \ubaa8\ubc94 \uc0ac\ub840 \ubc0f \uc77c\ubc18\uc801\uc778 \ud568\uc815<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uace0\uc758 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub3c4 \uccb4\uacc4\uc801\uc778 \uad6c\ud604\uacfc \ubcc0\uacbd \uad00\ub9ac\uac00 \uc5c6\uc73c\uba74 \uc2e4\ud328\ud569\ub2c8\ub2e4. \ud6a8\uc728\uc131\uc744 \ub192\uc774\ub294 \ud50c\ub7ab\ud3fc\uacfc \uac12\ube44\uc2fc \uc178\ud504\uc6e8\uc5b4\uac00 \ub418\ub294 \ud50c\ub7ab\ud3fc\uc758 \ucc28\uc774\ub294 \ubc30\ud3ec \ubc29\uc2dd\uc5d0 \ub530\ub77c \uacb0\uc815\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-high-level-implementation-steps\">\ub192\uc740 \uc218\uc900\uc758 \uad6c\ud604 \ub2e8\uacc4<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\uc694\uad6c \uc0ac\ud56d \uc218\uc9d1<\/strong>: \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4, \uaddc\uc815 \uc900\uc218 \ubc0f IT \uc774\ud574 \uad00\uacc4\uc790\ub97c \ucc38\uc5ec\uc2dc\ucf1c \ud544\uc218 \uc0ac\ud56d\uacfc \uc120\ud0dd \uc0ac\ud56d\uc744 \ubb38\uc11c\ud654\ud558\uc138\uc694.<\/li>\n\n\n\n<li><strong>\ub370\uc774\ud130 \ub9e4\ud551 \ubc0f \uc815\ub9ac<\/strong>: \ubaa8\ub4e0 \ub370\uc774\ud130 \uc18c\uc2a4 \uc2dd\ubcc4, \uae30\ub85d \uae30\ub85d \uc815\ub9ac, \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uaddc\uce59 \uc218\ub9bd<\/li>\n\n\n\n<li><strong>\ub2e8\uacc4\uc801 \ub864\uc544\uc6c3<\/strong>: \uace0\uac1d \uc628\ubcf4\ub529 \ubc0f CRM\uc73c\ub85c \uc2dc\uc791\ud55c \ub2e4\uc74c \ud575\uc2ec \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc548\uc815\ub418\uba74 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubaa8\ub4c8\uc744 \ucd94\uac00\ud558\uc138\uc694.<\/li>\n\n\n\n<li><strong>\ud1b5\ud569 \ud14c\uc2a4\ud2b8<\/strong>: \ub77c\uc774\ube0c\ub97c \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \uc218\ud0c1\uc790, \ucf54\uc5b4 \ubc45\ud0b9 \ubc0f \uae30\ud0c0 \uc2dc\uc2a4\ud15c\uacfc\uc758 \uc5f0\uacb0\uc744 \ud655\uc778\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uad50\uc721 \ubc0f \ucc44\ud0dd<\/strong>: \uc5ed\ud560\ubcc4 \uad50\uc721 \uc790\ub8cc \ubc0f \ube60\ub978 \ucc38\uc870 \uac00\uc774\ub4dc \uac1c\ubc1c<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-training-considerations-for-different-teams\">\ub2e4\uc591\ud55c \ud300\uc744 \uc704\ud55c \uad50\uc721 \uace0\ub824 \uc0ac\ud56d<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\ud300<\/th><th>\uad50\uc721 \ucd08\uc810<\/th><\/tr><tr><td>\uad00\uacc4 \uad00\ub9ac\uc790<\/td><td>\uc77c\uc77c \uc6cc\ud06c\ud50c\ub85c, \ud074\ub77c\uc774\uc5b8\ud2b8 \ubcf4\uae30, \uc791\uc5c5 \uad00\ub9ac<\/td><\/tr><tr><td>\uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790<\/td><td>\uac10\uc0ac \ucd94\uc801, \ubcf4\uace0\uc11c \uc0dd\uc131, \uc608\uc678 \ucc98\ub9ac<\/td><\/tr><tr><td>IT \uc9c1\uc6d0<\/td><td>\ud1b5\ud569 \ubaa8\ub2c8\ud130\ub9c1, \ubcf4\uc548 \uad00\ub9ac, \ubb38\uc81c \ud574\uacb0<\/td><\/tr><tr><td>\ub9ac\ub354\uc2ed<\/td><td>\ub300\uc2dc\ubcf4\ub4dc \ud574\uc11d, \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5 \uba54\ud2b8\ub9ad<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-common-pitfalls-to-avoid\">\ud53c\ud574\uc57c \ud560 \uc77c\ubc18\uc801\uc778 \ud568\uc815<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ubcf5\uc7a1\uc131 \uacfc\uc18c\ud3c9\uac00<\/strong>: \uacfc\uac70 \ub370\uc774\ud130\uac00 \uc0c8 \uc2dc\uc2a4\ud15c\uc5d0 \uae54\ub054\ud558\uac8c \ub4e4\uc5b4\ub9de\ub294 \uacbd\uc6b0\ub294 \ub4dc\ubb45\ub2c8\ub2e4. \ucd94\uac00 \uc2dc\uac04\uc744 \ud655\ubcf4\ud558\uc138\uc694.<\/li>\n\n\n\n<li><strong>\ud1b5\ud569 \ud14c\uc2a4\ud2b8 \ubb34\uc2dc<\/strong>: \uad00\ub9ac\uc778 \ubc0f \uae30\ud0c0 \uc2dc\uc2a4\ud15c\uacfc\uc758 \uc5f0\uacb0\uc740 \ub77c\uc774\ube0c\ub97c \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \ucca0\uc800\ud55c \ud14c\uc2a4\ud2b8\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub0b4\ubd80 \uc18c\uc720\uad8c \ud560\ub2f9 \uc2e4\ud328<\/strong>: \uad6c\ud604 \ud6c4 \uc804\ub2f4 \ud504\ub85c\uc81d\ud2b8 \uc18c\uc720\uc790\uac00 \uc5c6\uc73c\uba74 \ucc44\ud0dd\uc774 \uc9c0\uc5f0\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ubcc0\uacbd \uad00\ub9ac \uac74\ub108\ub6f0\uae30<\/strong>: \uc0ac\ub78c\uc774 \ud568\uaed8\ud558\uc9c0 \uc54a\uc73c\uba74 \uae30\uc220 \ubcc0\ud654\ub294 \uc2e4\ud328\ud569\ub2c8\ub2e4. \uc77c\ucc0d \uadf8\ub9ac\uace0 \uc790\uc8fc \uc18c\ud1b5\ud558\uc138\uc694.<\/li>\n\n\n\n<li><strong>\uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc774\uc0c1<\/strong>: \uacfc\ub3c4\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc740 \uc720\uc9c0 \uad00\ub9ac \ubd80\ub2f4\uc744 \uc57c\uae30\ud558\uace0 \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \ucc28\ub2e8\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc628\ubcf4\ub529 \uc9c0\uc6d0, \uad6c\uc131 \uc6cc\ud06c\uc0f5, \uc9c0\uc18d\uc801\uc778 \uac1c\uc120 \uc8fc\uae30\ub97c \uc81c\uacf5\ud558\uc5ec \uace0\uac1d\uc774 \ube60\ub974\uac8c \uac00\uce58\ub97c \uc2e4\ud604\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uad6c\ud604\uc740 \uc77c\ud68c\uc131 \ud504\ub85c\uc81d\ud2b8\uac00 \uc544\ub2c8\ub77c \uc6b4\uc601 \ud6a8\uc728\uc131\uacfc \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uc9c0\uc18d\uc801\uc778 \ud30c\ud2b8\ub108\uc2ed\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/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\">\uc77c\ubc18\uc801\uc73c\ub85c \ub204\uac00 \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc0ac\uc6a9\ud558\uba70, \uc5b4\ub290 \uc815\ub3c4\uc758 AUM \uc218\uc900\uc5d0\uc11c \uc0ac\uc6a9\ud558\ub294 \uac83\uc774 \ud569\ub9ac\uc801\uc77c\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\ubc31 \uba85\uc758 \uace0\uac1d \uad00\uacc4 \ub610\ub294 \uc57d 5\ucc9c\ub9cc~1\uc5b5 \uc2a4\uc704\uc2a4\ud504\ub791 \uc774\uc0c1\uc758 \uc790\uc0b0\uc744 \uad00\ub9ac\ud558\ub294 \ubbfc\uac04 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \uc5f0\uae08 \ud380\ub4dc, \ubcf4\ud5d8\uc0ac\uc5d0\uc11c\ub294 \uc804\ubb38\uac00\uae09 \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc774 \uc815\ub3c4 \uaddc\ubaa8\uc5d0\uc11c\ub294 \uc218\uc791\uc5c5 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub85c\ub294 \uac10\ub2f9\ud560 \uc218 \uc5c6\ub294 \uaddc\uc815 \uc900\uc218 \ubc0f \ubcf4\uace0 \ub9ac\uc2a4\ud06c\ub97c \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \ub3c5\ub9bd \uc5b4\ub4dc\ubc14\uc774\uc800\ub3c4 \ub354 \ub9ce\uc740 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uac83\ubcf4\ub2e4 \ub370\uc774\ud130 \uc785\ub825\uacfc \ubb38\uc11c \uad00\ub9ac\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud558\uac8c \ub418\uba74 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub97c \ud1b5\ud55c \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc740 \uace0\uac1d \uc218\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \ub354\uc6b1 \ucee4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud1b5\ud569 CRM\uc774 \ud544\uc694\ud55c \ubaa8\ub4e0 \uaddc\ubaa8\uc758 \uaddc\uc81c \ub300\uc0c1 \uae30\uc5c5\uacfc \uc77c\ubc18\uc801\uc73c\ub85c \uc804\ubb38 \uc81c\uacf5\uc5c5\uccb4\uc5d0 \ub9e1\uae30\ub294 \uacfc\uc911\ud55c \ubc31\uc624\ud53c\uc2a4 \ud68c\uacc4\ubcf4\ub2e4 \uace0\uac1d \uad00\ub9ac \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \uc6b0\uc120\uc2dc\ud558\ub294 \ud22c\uc790 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uae30\uc5c5\uc744 \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investment-management-software-handle-both-traditional-and-alternative-assets\">\ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc804\ud1b5 \uc790\uc0b0\uacfc \ub300\uccb4 \uc790\uc0b0\uc744 \ubaa8\ub450 \ucc98\ub9ac\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\ub3c4\uc801\uc778 \ud50c\ub7ab\ud3fc\uc740 \uc0c1\uc7a5 \uc99d\uad8c, \ubba4\ucd94\uc5bc \ud380\ub4dc, \uad6c\uc870\ud654 \uc0c1\ud488, \uadf8\ub9ac\uace0 \uc810\uc810 \ub354 \ub9ce\uc740 \uc0ac\ubaa8\ud380\ub4dc, \uc0ac\ubaa8\ucc44\uad8c, \ubd80\ub3d9\uc0b0 \ubc0f \uae30\ud0c0 \ub300\uccb4 \uc790\uc0b0\uc744 \ucd94\uc801\ud569\ub2c8\ub2e4. \ub300\uccb4 \uc790\uc0b0\uc758 \ubb38\uc81c\uc810\uc740 \ubd88\uaddc\uce59\ud55c \ud3c9\uac00, \ubcf5\uc7a1\ud55c \uc218\uc218\ub8cc \uad6c\uc870, \ud45c\uc900 \uc8fc\uc2dd \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ub9de\uc9c0 \uc54a\ub294 \uce90\ud53c\ud0c8 \ucf5c\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubd80 \uc2dc\uc2a4\ud15c\uc740 \uc2ec\ub3c4 \uc788\ub294 \ud380\ub4dc \ud68c\uacc4 \uae30\ub2a5\uc744 \uac16\ucd98 \ub300\uc548\uc5d0\ub9cc \ud2b9\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub97c \ube44\ub86f\ud55c \ub2e4\ub978 \uc2dc\uc2a4\ud15c\uc740 \uc804\uccb4 \ud380\ub4dc \ud68c\uacc4 \uc2dc\uc2a4\ud15c\uc744 \ub300\uccb4\ud558\uae30\ubcf4\ub2e4\ub294 \uc218\ud0c1\uc790\uc640 \uad00\ub9ac\uc790\uc758 \ud3ec\uc9c0\uc158\uacfc \ubb38\uc11c\ub97c \ud1b5\ud569\ud558\ub294 \ub370 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uc9c1\uc811 \ud380\ub4dc \uad00\ub9ac\uc790\uac00 \ub418\uc9c0 \uc54a\uace0\ub3c4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac00\uc2dc\uc131\uc774 \ud544\uc694\ud55c \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uc801\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc744 \ud3c9\uac00\ud560 \ub54c\ub294 \ud2b9\uc815 \uc790\uc0b0 \uc870\ud569\uacfc \ubcf4\uace0 \uc694\uad6c\uc0ac\ud56d\uc5d0 \ub300\ud55c \uc9c0\uc6d0\uc744 \ud655\uc778\ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \uc608\uc2dc\uac00 \uc544\ub2cc \uc2e4\uc81c \ub370\uc774\ud130 \uc2dc\ub098\ub9ac\uc624\ub97c \uc0ac\uc6a9\ud55c \ub370\ubaa8\ub97c \uc694\uccad\ud558\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-a-new-investment-management-platform\">\uc0c8\ub85c\uc6b4 \ud22c\uc790 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc744 \uad6c\ud604\ud558\ub294 \ub370 \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc81c \ubc94\uc704\ub294 \uad50\uc721\uae30\uad00 \uaddc\ubaa8\uc5d0 \ub530\ub77c \ud06c\uac8c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc18c\uaddc\ubaa8 \uc790\ubb38 \ud68c\uc0ac<\/strong>\ud575\uc2ec \uae30\ub2a5\uc758 \uacbd\uc6b0 6~12\uc8fc<\/li>\n\n\n\n<li><strong>\uc911\ud615 \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790<\/strong>: \ud1b5\ud569 \ud3ec\ud568 3~6\uac1c\uc6d4<\/li>\n\n\n\n<li><strong>\ubcf5\uc7a1\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \uac00\uc9c4 \ub300\uaddc\ubaa8 \uae30\uad00<\/strong>6~12\uac1c\uc6d4 \uc774\uc0c1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uc815\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ud1b5\ud569\ud560 \uc218\ud0c1\uc790 \uc218, \uae30\uc874 \ub370\uc774\ud130\uc758 \ud488\uc9c8, \ub0b4\ubd80 IT \uc5ed\ub7c9, \uaddc\uc815\uc758 \ubcf5\uc7a1\uc131 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uae68\ub057\ud55c \ub370\uc774\ud130\uc640 \uc804\ub2f4 \ud504\ub85c\uc81d\ud2b8 \ud300\uc744 \ubcf4\uc720\ud55c \uae30\uc5c5\uc740 \ub354 \ube60\ub974\uac8c \uc6c0\uc9c1\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud504\ub85c\uc81d\ud2b8\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc628\ubcf4\ub529 \ubc0f CRM\ubd80\ud130 \uc2dc\uc791\ud558\uc5ec \ub354 \uc2ec\uce35\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub85c \uc774\uc5b4\uc9c0\ub294 \ub2e8\uacc4\uc801 \ubc29\uc2dd\uc73c\ub85c \uc9c4\ud589\ub429\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uad6c\ud604 \uc704\ud5d8\uc744 \uad00\ub9ac\ud558\uba74\uc11c \ub354 \uc77c\ucc0d \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-difference-between-a-crm-and-investment-management-software\">CRM\uacfc \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ucc28\uc774\uc810\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM(\uace0\uac1d \uad00\uacc4 \uad00\ub9ac) \uc2dc\uc2a4\ud15c\uc740 \uad00\uacc4, \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9, \uc601\uc5c5 \ud30c\uc774\ud504\ub77c\uc778, \ub9c8\ucf00\ud305 \ucea0\ud398\uc778\uc744 \uad00\ub9ac\ud569\ub2c8\ub2e4. \ud22c\uc790 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uac70\ub798, \uc131\uacfc, \uc704\ud5d8 \ubd84\uc11d, \ud22c\uc790 \ubaa9\ud45c\ub97c \uad00\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c \uc774\ub7ec\ud55c \uc2dc\uc2a4\ud15c\uc744 \uac1c\ubcc4\uc801\uc73c\ub85c \uc720\uc9c0 \uad00\ub9ac\ud558\uba74 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\uc640 \uaddc\uc815 \uc900\uc218 \uc0ac\uac01\uc9c0\ub300\uac00 \uc0dd\uae41\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 CRM\uc5d0\uc11c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \ubcfc \uc218 \uc788\uc9c0\ub9cc \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc2e4\uc801\uc774 \uc800\uc870\ud55c \uc774\uc720 \ub610\ub294 \uadf8 \ubc18\ub300\uc758 \uc774\uc720\ub97c \ud30c\uc545\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 CRM, \uc628\ubcf4\ub529 \ubc0f \ud22c\uc790 \uad00\ub828 \ubaa8\ub4c8\uc744 \uacb0\ud569\ud558\uc5ec \uac01 \uace0\uac1d\uacfc \uc790\uc0b0\uc5d0 \ub300\ud55c \uaddc\uc81c\ub41c \ub2e8\uc77c \ubcf4\uae30\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc744 \ud1b5\ud574 \uad00\uacc4 \uad00\ub9ac\uc640 \ud22c\uc790 \uc804\ub7b5 \ubaa8\ub450\uc5d0 \ub300\ud574 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-does-data-hosting-in-switzerland-matter-for-investment-firms\">\ud22c\uc790 \ud68c\uc0ac\uc5d0\uac8c \uc2a4\uc704\uc2a4\uc5d0\uc11c\uc758 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uc774 \uc911\uc694\ud55c \uc774\uc720\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc740 \ud574\uc678 \ub370\uc774\ud130 \uc561\uc138\uc2a4 \ubc95\ub960, \ud2b9\ud788 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uac00 \uc800\uc7a5 \uc704\uce58\uc5d0 \uad00\uacc4\uc5c6\uc774 \ub370\uc774\ud130\ub97c \ub118\uaca8\uc8fc\ub3c4\ub85d \uac15\uc81c\ud560 \uc218 \uc788\ub294 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc \ubc95\uc5d0 \ub300\ud55c \ub178\ucd9c\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\ub294 \uac15\ub825\ud55c \ub370\uc774\ud130 \ubcf4\ud638 \uc804\ud1b5\uacfc \ud568\uaed8 \uc548\uc815\uc801\uc774\uace0 \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638 \uc911\uc2ec\uc758 \ubc95\uc801 \ud658\uacbd\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \ubbfc\uac04 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \uacf5\uacf5 \uae30\uad00\uc740 \ubbfc\uac10\ud55c \uace0\uac1d \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4 \uad6d\uacbd \ub0b4\uc5d0 \ubcf4\uad00\ud558\ub294 \uac83\uc744 \uc120\ud638\ud558\uac70\ub098 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc774\ub294 \uc77c\ubd80 \uace0\uac1d\uc774 \ube44\uc988\ub2c8\uc2a4 \uc218\ud589\uc758 \uc870\uac74\uc73c\ub85c \uba85\uc2dc\uc801\uc73c\ub85c \uc694\uad6c\ud558\ub294 \uc120\ud638 \uc0ac\ud56d\ub9cc\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud604\uc9c0 \uaddc\uc81c \uae30\ub300\uce58\uc5d0 \ubd80\ud569\ud558\ub294 \uc2a4\uc704\uc2a4 \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc \ubc0f \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\ub97c \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uc774\ub7ec\ud55c \uc694\uad6c\uc0ac\ud56d\uc5d0 \ub300\uc751\ud569\ub2c8\ub2e4. \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc5d0 \ubbfc\uac10\ud55c \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \uc120\ud0dd \uc0ac\ud56d\uc774 \uc544\ub2c8\ub77c \uacbd\uc7c1 \uc6b0\uc704\uc785\ub2c8\ub2e4.<\/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 [&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 financial professionals evaluating investment management software in 2026. 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