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#1 Swiss Portfolio Stress Testing

Analyze the impact of historical periods of volatility or potential market events on client portfolios. Compare performance during past periods of volatility

Swiss PMS for banks and wealth managers

Stress test powered with AI

InvestGlass Portfolio stress test is an innovative tool that helps you identify and adjust for downside risks. Our unique approach allows us to measure the potential impact of real-life macro-economic uncertainties on your portfolio, so you can rest easy knowing that even if things go wrong, your investments are still safe. We’re not just another PMS software firm – we’re here to help people like yourself feel confident about their financial solicitations. That’s why our team of experts has developed this groundbreaking new technology that will give you peace of mind when it comes time to invest in the market.
Easy setup

Stress test

1) Upload a portfolio position

Would it be from your custodian feed or bank feed InvestGlass consumes API and flat file SFTP.

2) Select the asset classes and market scenarios your clients are most interested in

Stress test results will be capturing market scenarios weights. The stress test will compare primary sources of data with your test scenarios.

3) Run the analysis

The stress testing process will look into breaking point, system failure, and you and testing, abnormal conditions.