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Portfolio Management Built for ESG

InvestGlass empowers financial institutions with a fully digital, ESG-driven portfolio management solution.
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Cloud or On-Premise
Automation for DPM and Advisory
Ready made Risk Monitoring
Integrations with you core banking and PMS

A Better Way
to Automate
Deployment

Accelerate your go-live with ready-to-use templates and integrations. InvestGlass simplifies ESG data collection, reporting, and performance analysis — all in one place.

Goals

Get a clear overview of your ESG progress and track performance against defined goals for transparency and compliance.

Carbon

Monitor and report your carbon footprint at company, portfolio, and asset levels to meet growing regulatory demands.

AI analyze

Understand the impact of your investments on people and the planet. Leverage AI-powered insights and predictive analytics to make better ESG-aligned decisions.

Try the Future of AI
From Start to End

Integrate powerful tools and connect them wiht your core banking solution or brokerage feed.

Powerful portfolio management tool

InvestGlass delivers a complete portfolio management suite designed to help wealth managers, private banks, and advisors make smarter, data-driven decisions. Monitor performance, assess risk, and visualize ESG metrics in real time. The intuitive dashboards, customizable reports, and automated rebalancing tools empower teams to deliver consistent, compliant, and personalized investment strategies — all from one secure platform.
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Connect the PMS to the CRM and investors preferences

Bridge your client data and investment strategy effortlessly. With InvestGlass, your portfolio management system integrates seamlessly with your CRM to sync investor goals, risk profiles, and ESG preferences. This connection ensures every investment decision aligns with client values and compliance rules — reducing manual input and creating a smoother, more personalized client experience.
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Track and report breaches

Stay compliant and proactive with automated breach detection and reporting. InvestGlass continuously monitors your portfolios for rule violations, ESG score drops, or investment mandate breaches. Receive real-time alerts, generate audit-ready reports, and maintain full transparency with regulators and clients — all within a single, secure environment.
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Swiss hosting or on your premise

Enjoy full control and peace of mind with InvestGlass’s flexible hosting options. Choose Swiss-based cloud hosting for security and compliance under Swiss data protection laws, or deploy on-premise to retain total data sovereignty. Either way, your infrastructure benefits from Swiss precision, privacy, and reliability — ensuring your clients’ data remains protected at every step.
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