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InvestGlass

Gestão do risco operacional

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A gestão do risco operacional é uma parte vital do modelo de negócio de qualquer instituição financeira. InvestGlass fornece um conjunto de ferramentas para ajudar os bancos e corretores a gerir a sua exposição ao risco operacional.

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Sistema de gestão de portefólio

A InvestGlass oferece uma combinação única de CRM e PMS. O nosso software é dedicado a pequenas e médias empresas de consultoria. É a única ferramenta no mercado que oferece um sistema de gestão de relações com clientes (CRM) e um sistema de gestão de carteiras (PMS) numa única aplicação. InvestGlass ajuda as empresas de consultoria a melhorar as suas relações com os clientes e a aumentar as 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”]

Adequação, adequação

A InvestGlass foi concebida para a elaboração de relatórios a nível bancário. A solução ajudá-lo-á a analisar cada posição e transação com base na adequação e conveniência.

A InvestGlass oferece o seguinte acompanhamento : 

- Adequação 

- Adequação

- Indicador de risco 

- Lista do universo

- Títulos preferidos e sabor do mês

- Limite de concentração 

- Concentração de fundos

- Limites máximos de levantamento de fundos 

- VAR e CVAR máximos

 

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Regulamentos

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Aconselhamento automatizado

No passado, precisava de confiar em consultores humanos para encontrar os investimentos certos para a sua carteira. No entanto, com o serviço de consultoria da InvestGlass, alimentado por inteligência artificial, pode obter recomendações adaptadas especificamente às suas necessidades. Isto significa que pode receber recomendações com base nos seus objectivos de investimento.

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Processo de aprovação

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Acompanhe as anomalias nas transacções

As ferramentas do Relatório de Contacto InvestGlass foram criadas para se ligarem diretamente às suas posições e transacções. Esta ferramenta permite que os banqueiros e as vendas comuniquem facilmente as anomalias. 

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Risco e desempenho

A plataforma da InvestGlass avalia automaticamente e actualiza constantemente a exposição ao risco de uma carteira modelo. O tutor de adequação fornece conselhos adicionais para corrigir e minimizar esse risco. O seu desempenho também está acessível e pode ser avaliado através da plataforma, da formação de gráficos e da análise de relatórios. Além disso, pode adicionar um parceiro para comparar o seu desempenho com o dos seus pares, no que diz respeito à exposição ao risco e aos rendimentos. A parte do código é livremente modificável 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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