With integrated CRM and PMS modules, InvestGlass ensures seamless communication between advisors, investors, and compliance teams. Automated data validation and real-time suitability checks maintain accuracy and trust, while built-in regulatory alerts flag potential breaches before they become issues. This level of automation enhances operational efficiency and strengthens client confidence.
  InvestGlass also supports advanced features like AI-assisted rebalancing, customizable performance benchmarking, and the inclusion of non-bankable assets such as real estate or art. By combining automation, flexibility, and Swiss-grade data security, the platform gives you a complete, future-ready toolkit to manage performance, meet ESG objectives, and deliver superior investor experiences.