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Software de gerenciamento de risco operacional

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InvestGlass

Gerenciamento de riscos operacionais

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O gerenciamento de risco operacional é uma parte vital do modelo de negócios de qualquer instituição financeira. A InvestGlass oferece um conjunto de ferramentas para ajudar os bancos e corretores a gerenciar sua exposição ao risco operacional.

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Sistema de gerenciamento de portfólio

A InvestGlass oferece uma combinação única de CRM e PMS. Nosso software é dedicado a empresas de consultoria de pequeno e médio porte. É a única ferramenta no mercado que oferece tanto um sistema de gestão de relacionamento com o cliente (CRM) quanto um sistema de gestão de portfólio (PMS) em um único aplicativo. O InvestGlass ajuda as empresas de consultoria a melhorar o relacionamento com seus clientes e aumentar suas receitas. [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_image src=”https://www.investglass.com/wp-content/uploads/2022/06/investglass-suitability.jpeg” title_text=”investglass-suitability” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” ul_font=”||||||||” header_font=”||||||||” header_2_font=”Roboto|700|||||||” header_2_font_size=”45px” header_2_line_height=”1.2em” header_3_font=”||||||||” max_width=”800px” max_width_last_edited=”off|desktop” module_alignment=”center” custom_margin=”|||” custom_padding=”||0px|||” header_2_font_size_tablet=”35px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}” theme_builder_area=”post_content”]

Suitability, Appropriateness

A InvestGlass foi desenvolvida para a geração de relatórios em nível bancário. A solução ajudará o senhor a examinar cada posição e transação com base na adequação e na conveniência.

A InvestGlass oferece o seguinte rastreamento : 

- Adequação 

- Adequação

- Indicador de risco 

- Lista do universo

- Títulos favoritos e sabor do mês

- Limite de concentração 

- Concentração de fundos

- Limites máximos de drawdown 

- Max VAR e CVAR

 

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Regulamentos

Regulamentações, restrições, questões internacionais e assim por diante são os principais problemas nos investimentos financeiros atuais. A InvestGlass e nossos parceiros fornecem uma plataforma que indica automaticamente quando os regulamentos relativos aos ativos ou títulos de um cliente mudam. Um alerta também é emitido quando as propostas de portfólio não estão em conformidade com as regulamentações internacionais ou outras leis.

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Consultoria automatizada

No passado, o senhor precisava contar com consultores humanos para encontrar os investimentos certos para o seu portfólio. No entanto, com o serviço de consultoria da InvestGlass, baseado em inteligência artificial, o senhor pode obter recomendações adaptadas especificamente às suas necessidades. Isso significa que o senhor pode receber recomendações com base em suas metas de investimento.

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Processo de aprovação

O processo de aprovação do InvestGlass reduz a troca de e-mails. Anexe comentários, documentos e imagens a condições específicas. Estabeleça um processo de escalonamento para os riscos que não forem mitigados em tempo hábil. O processo de aprovação oferece uma maneira poderosa de acompanhar a interação entre os seus colegas.

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Rastrear anomalias nas transações

As ferramentas do InvestGlass Contact Report foram criadas para se conectar diretamente com suas posições e transações. Essa ferramenta permite que os banqueiros e as equipes de vendas informem facilmente as anomalias. 

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Risco e desempenho

A plataforma da InvestGlass avalia automaticamente e atualiza constantemente a exposição ao risco de um portfólio modelo. O tutor de adequação fornece conselhos adicionais para corrigir e minimizar esse risco. Seu desempenho também pode ser acessado e avaliado por meio da plataforma, da formação de gráficos e da análise de relatórios. Além disso, o senhor pode adicionar um parceiro para comparar seu desempenho com o de seus pares, em relação à exposição ao risco e aos retornos. A parte do código pode ser modificada livremente em R e Python.

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Inicie uma avaliação gratuita da solução de serviços em nuvem número 1 da Suíça.

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