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
Six AI engines working together to manage portfolios intelligently
InvestGlass combines rule-based systems, supervised learning, and reinforcement learning to deliver AI that is both powerful and compliant.
Generative Proposal Engine
Generate personalised investment proposals at scale. Create 1,000 tailored recommendations per day that respect universe lists, suitability scores, and appropriateness rules.
GPT-Powered
Suitability & Appropriateness AI
Automated suitability scoring across 20+ metrics. The AI validates every recommendation against investor profiles, risk tolerance, and regulatory requirements before delivery.
Predictive Risk Analytics
Machine learning models analyse market conditions in real-time, detecting emerging risks and alerting advisors to potential portfolio vulnerabilities before they materialise.
Automated Rebalancing
AI-driven portfolio rebalancing that optimises across asset classes, currencies, and custodians simultaneously while minimising transaction costs and tax impact.
Natural Language Commentary
Auto-generate professional portfolio commentary and client reports in multiple languages. Transform complex data into clear, personalised narratives for each client.
Smart Opportunity Detection
AI scans market data and client portfolios to identify investment opportunities aligned with trending themes, ESG preferences, and individual client goals.
Your Swiss AI co-pilot for every investment decision
Swiss AI that runs on Swiss Servers or on your Own Server.
Unlike US-hosted AI platforms, InvestGlass runs entirely on Swiss sovereign infrastructure. Your client data, AI models, and generated insights remain under Swiss jurisdiction.
