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InvestGlass

Avaliação de desempenho

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Se o senhor é um profissional financeiro, sabe que a avaliação de desempenho é essencial para o sucesso. Nossa ferramenta de gerenciamento de portfólio permite que o senhor acompanhe suas participações e tome decisões informadas com rapidez e facilidade. 

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Criado para bancos, corretoras e fundos de hedge 

A InvestGlass oferece uma combinação única de CRM e PMS para se comunicar com investidores, LP, GP e sua equipe de conformidade.

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Validação e adequação de dados

Nossas verificações de dados automatizadas e coletas de mais de 20 analistas de dados altamente competentes garantem que os dados de títulos que o senhor fornece aos seus investidores sejam completos e coerentes, com qualquer status anormal - healtcheck reportado para verificação antes do envio.

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Regulamentos

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Maior satisfação do investidor

A funcionalidade de rebalanceamento permite uma realocação amigável de ativos dentro de um portfólio. Seus clientes podem exigir determinado rebalanceamento inserindo a alocação relacionada desejada no portal do cliente. O senhor também pode fazer o rebalanceamento diretamente de acordo com os desejos deles a partir do seu portal ou realocar de acordo com as recomendações da inteligência artificial.

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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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Não bancários

Os recursos do InvestGlass permitem a personalização dos portfólios. Oferecemos a oportunidade de adicionar ativos não bancários às suas carteiras, como imóveis e coleções de arte. O PMS da InvestGlass calculará o desempenho de títulos não bancários.

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Desempenho preciso e Benchamarking

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

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