{"id":29200,"date":"2021-05-17T17:28:48","date_gmt":"2021-05-17T15:28:48","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29200"},"modified":"2026-02-04T12:28:56","modified_gmt":"2026-02-04T11:28:56","slug":"portal-wspolpracy","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pl\/collaborative-portal\/","title":{"rendered":"Portal klienta"},"content":{"rendered":"<h1>\n<p style=\"text-align: left;\">Collaborative Portal for Clients and Employees\u00a0<\/p>\n<\/h1>\n<div>Compared to the alternative of exchanging emails or messages outside of a portal, client portals are much more secure.<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Try for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/book-a-meeting\/\">Book a call<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-4.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-3.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-2.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-22-1.png\" alt=\"\"><\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/zg9bnfiuecq.jpg\" alt=\"Collaborative\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile10.png\" alt=\"Collaboration\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile8.png\" alt=\"Smile at work\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/pexels-photo-774909-scaled.jpeg\" alt=\"Smile\"><\/p>\n<\/li>\n<\/ul>\n<h2>\n<h2 style=\"text-align: center;\">Enhance productivity with apps that <br \/>keep your community engaged<\/h2>\n<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/CleanShot-2024-05-11-at-13.57.57@2x.png\" alt=\"Markets \"><\/p>\n<h3>The #1 Collaboration platform<\/h3>\n<div>\n<p><span>InvestGlass offers a hyper-personalized portal for client engagement, featuring secure messaging, quote requests, and account information access. It integrates with ZOOM or JITSI for video calls, and boasts a task and project management system for team collaboration. The portal, embedded in a CRM, prioritizes leads and optimizes customer interactions.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Group-1869-1.png\" alt=\"Design pages \"><\/p>\n<h3>Customize with your branding<\/h3>\n<div>\n<p>To make the user experience cohesive across all platforms, set colors and logo styles in your online services to match what you would like in an outside-facing business.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try for free<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Documents-2024.png\" alt=\"\"><\/p>\n<h3>Documents electronic vault<\/h3>\n<div>\n<p><span>InvestGlass provides secure document sharing and management tools akin to Google Drive on Swiss servers. It also offers a personalized, all-in-one portal featuring secure messaging, quote requests, and account information. Document sharing is facilitated via S3 AMAZON open-source format, with enhanced security through two-factor authentication.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/book-a-meeting\/\">Book a call<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><\/p>\n<h3>Automations for collaborative portal<\/h3>\n<div>\n<p><span>InvestGlass provides efficient online collaboration via automation, integrating instant messaging and video conferencing, while its CRM prioritizes high-value prospects for enhanced productivity.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"#\">See More Features<\/a>\n    <\/p>\n<\/p>\n<h2>Sell efficiently on one platform.<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-unparalleled-flexibility.svg\" alt=\"\"><\/p>\n<h3>Create beautiful portals<\/h3>\n<div>\n<p>Craft visually stunning portals that captivate users and enhance their digital experience effortlessly.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-monitor-metrics.svg\" alt=\"\"><\/p>\n<h3>Provide a streamlined login experience and consistent branding.<\/h3>\n<div>\n<p>Offer users a seamless login journey and maintain consistent branding across all interactions, ensuring a cohesive and professional user experience.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-performance-insights.svg\" alt=\"\"><\/p>\n<h3>Link to InvestGlass Portfolio Management<\/h3>\n<div>\n<p>You can access InvestGlass&#8217;s portfolio management platform through their official website<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-automated-testing.svg\" alt=\"\"><\/p>\n<h3>Automating the Employee Onboarding Process<\/h3>\n<div>\n<p>Efficiently automate the employee onboarding process, from paperwork to training, ensuring a smooth and consistent experience for new hires.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-project-management.svg\" alt=\"\"><\/p>\n<h3>Calendar and Conference<\/h3>\n<div>\n<p>Effortlessly schedule meetings and conferences with integrated calendar and conferencing features, optimizing collaboration and productivity.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/squared-icon-cloud-storage.svg\" alt=\"\"><\/p>\n<h3>Swiss Cloud Storage<\/h3>\n<div>\n<p>Safeguard your data with Swiss cloud storage solutions, ensuring robust security, privacy, and regulatory compliance.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Why 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