{"id":34083,"date":"2022-08-12T09:55:32","date_gmt":"2022-08-12T07:55:32","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=34083"},"modified":"2024-07-27T23:37:28","modified_gmt":"2024-07-27T21:37:28","slug":"%d0%bf%d0%be%d1%82%d0%be%d0%ba-%d1%81%d0%b4%d0%b5%d0%bb%d0%be%d0%ba","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/ru\/deal-flow\/","title":{"rendered":"\u041f\u043e\u0442\u043e\u043a \u0441\u0434\u0435\u043b\u043e\u043a"},"content":{"rendered":"<h1>Revolutionize<br class=\"uk-visible@m\">  Your Deal Flow with InvestGlass<\/h1>\n<div>Effortless Onboarding, Seamless Management.<\/div>\n<ul>\n<li>\n        <a href=\"\/get-started-free\">Start for Free<\/a>\n    <\/li>\n<li>\n        <a href=\"\/investglass-pricing\">See Plans<\/a>\n    <\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-02.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-04.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow<br class=\"uk-visible@s\"> From Start to End<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\" alt=\"Digital forms\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>\nDigital Onboarding and Signature<\/h3>\n<div>InvestGlass&#8217;s <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"2528\">digital onboarding<\/a> and digital signature feature streamlines the client onboarding process, ensuring a smooth and paperless experience. Clients can easily complete forms and sign documents electronically, enhancing efficiency and reducing delays. This feature is fully compliant with regulatory standards, providing a secure and seamless onboarding process.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Start today<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Swiss Neutral CRM and Pipeline<\/h3>\n<div>Our Swiss Neutral CRM and pipeline tool is designed to meet the highest standards of data privacy and security. It offers a comprehensive view of client interactions, enabling personalized service and efficient deal flow management. The neutral stance ensures unbiased data handling, fostering trust and compliance with Swiss regulations.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Start today<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Calendar-2024.png\" alt=\"InvestGlass Calendar\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Calendar Tool and Automation<\/h3>\n<div>\nThe calendar tool in InvestGlass provides robust scheduling capabilities, integrating seamlessly with your existing systems. Automation features allow for automatic meeting reminders, task assignments, and follow-ups, ensuring no opportunity is missed. This tool enhances productivity by keeping your team organized and proactive.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Start today<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ApprovalChain-2024-1.png\" alt=\"InvestGlass Approval process\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Powerful approval process<\/h3>\n<div>InvestGlass&#8217;s approval process feature simplifies decision-making by streamlining approval workflows. Customizable approval paths ensure that all necessary checks are performed before a deal progresses. This enhances governance and compliance, reducing the risk of errors and ensuring that all actions are thoroughly vetted and approved.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Get started today<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/CleanShot-2024-05-11-at-13.57.57@2x.png\" alt=\"InvestGlass investor portal\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Client Portal<\/h3>\n<div>\nThe client portal offers a secure and intuitive interface for clients to access their information and interact with your services. Clients can view their portfolio, track progress, and communicate directly with their advisors. This feature enhances transparency and client satisfaction by providing easy access to crucial information and support.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Start today<\/a>\n<\/p>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding\":\"large\",\"padding_remove_bottom\":true,\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Revolutionize<br class=\\\"uk-visible@m\\\">  Your Deal Flow with 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