{"id":50031,"date":"2026-05-08T12:10:02","date_gmt":"2026-05-08T10:10:02","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=50031"},"modified":"2026-05-28T11:51:52","modified_gmt":"2026-05-28T09:51:52","slug":"zarzadzanie-portfelem-ai-2","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pl\/portfolio-management-ai\/","title":{"rendered":"zarz\u0105dzanie portfelem AI"},"content":{"rendered":"<h1>Portfolio Management<br \/>\nPowered by Swiss AI<\/h1>\n<div>From 10 proposals per day to 1,000. InvestGlass Copilot AI GPT transforms how advisors manage portfolios with generative AI that respects suitability, compliance, and investor protection rules<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Start for free<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/02\/InvestGlass-smartagent-prompt-1024x832-1.png\" alt=\"InvestGlass Agentic AI for sales and bankers\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/0zx1bdv5bny.jpg\" alt=\"Smile\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-AI-Agent-for-Trading.png\" alt=\"InvestGlass Artificial Intelligence\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/02\/InvestGlass-smartagent-prompt-1024x832-1.png\" alt=\"InvestGlass Agentic AI for sales and bankers\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/07\/getty-images-GOV1RPQnQKA-unsplash-scaled.jpg\" alt=\"Smile and ask more questions !\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-38.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-39.png\" alt=\"\"><\/p>\n<h2>Six AI engines working together to manage portfolios intelligently<\/h2>\n<div>InvestGlass combines rule-based systems, supervised learning, and reinforcement learning to deliver AI that is both powerful and compliant.<\/div>\n<ul>\n<li>\n<h3> Generative Proposal Engine<\/h3>\n<div>Generate personalised investment proposals at scale. Create 1,000 tailored recommendations per day that respect universe lists, suitability scores, and appropriateness rules.<br \/>\nGPT-Powered<\/div>\n<\/li>\n<li>\n<h3>Suitability &#038; Appropriateness AI<\/h3>\n<div>Automated suitability scoring across 20+ metrics. The AI validates every recommendation against investor profiles, risk tolerance, and regulatory requirements before delivery.<\/div>\n<\/li>\n<li>\n<h3>Predictive Risk Analytics<\/h3>\n<div>Machine learning models analyse market conditions in real-time, detecting emerging risks and alerting advisors to potential portfolio vulnerabilities before they materialise.<\/div>\n<\/li>\n<li>\n<h3>Automated Rebalancing<\/h3>\n<div>AI-driven portfolio rebalancing that optimises across asset classes, currencies, and custodians simultaneously while minimising transaction costs and tax impact.<\/div>\n<\/li>\n<li>\n<h3>Natural Language Commentary<\/h3>\n<div>Auto-generate professional portfolio commentary and client reports in multiple languages. Transform complex data into clear, personalised narratives for each client.<\/div>\n<\/li>\n<li>\n<h3>Smart Opportunity Detection<\/h3>\n<div>AI scans market data and client portfolios to identify investment opportunities aligned with trending themes, ESG preferences, and individual client goals.<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-38.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-39.png\" alt=\"\"><\/p>\n<h2>Your Swiss AI co-pilot for every investment decision<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/02\/InvestGlass-smartagent-prompt-1024x832-1.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1.png\" alt=\"InvestGlass The Complete Portfolio Management System\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Portfolio-Weights.png\" alt=\"InvestGlass Model Portfolio\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Model-Portfolio.png\" alt=\"InvestGlass Model Portfolio\"><\/p>\n<\/li>\n<\/ul>\n<h1>Conncected Banks and Custodian Feed<\/h1>\n<ul>\n<li>\n<div>\n<ul>\n<li>Julius Baer Group<\/li>\n<li>Pictet Group<\/li>\n<li>Lombard Odier<\/li>\n<li>J. Safra Sarasin<\/li>\n<li>Union Bancaire Priv\u00e9e<\/li>\n<li>EFG International<\/li>\n<li>Mirabaud Group<\/li>\n<li>Bank Syz<\/li>\n<li>Arab Bank Switzerland<\/li>\n<\/ul>\n<\/div>\n<\/li>\n<li>\n<div>\n<ul>\n<li>Barclays Bank plc Monaco<\/li>\n<li>Credit Foncier de Monaco<\/li>\n<li>Bank Julius Baer (Monaco) S.A.M<\/li>\n<li>Vontobel<\/li>\n<li>C Hoare &amp; Co<\/li>\n<li>JP Morgan<\/li>\n<li>Arbuthnot Latham<\/li>\n<li>Banque de Gestion Edmond de Rothschild &#8211;\u00a0<\/li>\n<li>HSBC<\/li>\n<li>DBS<\/li>\n<\/ul>\n<\/div>\n<\/li>\n<li>\n<div>\n<ul>\n<li>Swissquote<\/li>\n<li>Fireblocks<\/li>\n<li>EFG<\/li>\n<li>Goldman Sachs<\/li>\n<li>DBS Private Bank<\/li>\n<li>Bank of Singapore (OCBC)<\/li>\n<li>Intessa San Paolo<\/li>\n<li>Cr\u00e9dit Agricole Banque Priv\u00e9e\u00a0<\/li>\n<li>Indosuez Wealth Management<\/li>\n<li>Interactive broker<\/li>\n<\/ul>\n<\/div>\n<\/li>\n<\/ul>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Look for more? Contact us<\/a>\n    <\/p>\n<\/p>\n<h2>Swiss AI that runs on Swiss Servers or on your Own Server.<\/h2>\n<div>Unlike US-hosted AI platforms, InvestGlass runs entirely on Swiss sovereign infrastructure. Your client data, AI models, and generated insights remain under Swiss jurisdiction.<\/div>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-Monitoring.png\" alt=\"InvestGlass Portfolio Monitoring\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Global-Consolidation2.png\" alt=\"InvestGlass Global Consolidation\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/02\/InvestGlass-smartagent-prompt-1024x832-1.png\" alt=\"InvestGlass Agentic AI for sales and bankers\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1.png\" alt=\"InvestGlass The Complete Portfolio Management System\"><\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"layout\":\"2-5,3-5\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content\":\"Portfolio Management\\nPowered by Swiss AI\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"From 10 proposals per day to 1,000. 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Create 1,000 tailored recommendations per day that respect universe lists, suitability scores, and appropriateness rules.\\nGPT-Powered\",\"image\":\"\",\"title\":\" Generative Proposal Engine\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Automated suitability scoring across 20+ metrics. 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