为 ESG 而建的投资组合管理
InvestGlass 为金融机构提供完全数字化、以环境、社会和公司治理为导向的投资组合管理解决方案。.
更好的方法
自动化
部署
Accelerate your go-live with ready-to-use templates and integrations.
InvestGlass simplifies ESG data collection, reporting, and performance analysis — all in one place.
功能强大的投资组合管理工具
InvestGlass delivers a complete portfolio management suite designed to help wealth managers, private banks, and advisors make smarter, data-driven decisions. Monitor performance, assess risk, and visualize ESG metrics in real time. The intuitive dashboards, customizable reports, and automated rebalancing tools empower teams to deliver consistent, compliant, and personalized investment strategies — all from one secure platform.
将 PMS 与客户关系管理和投资者偏好连接起来
Bridge your client data and investment strategy effortlessly. With InvestGlass, your portfolio management system integrates seamlessly with your CRM to sync investor goals, risk profiles, and ESG preferences. This connection ensures every investment decision aligns with client values and compliance rules — reducing manual input and creating a smoother, more personalized client experience.
跟踪和报告违规行为
Stay compliant and proactive with automated breach detection and reporting. InvestGlass continuously monitors your portfolios for rule violations, ESG score drops, or investment mandate breaches. Receive real-time alerts, generate audit-ready reports, and maintain full transparency with regulators and clients — all within a single, secure environment.
瑞士托管或在您的前提下
Enjoy full control and peace of mind with InvestGlass’s flexible hosting options. Choose Swiss-based cloud hosting for security and compliance under Swiss data protection laws, or deploy on-premise to retain total data sovereignty. Either way, your infrastructure benefits from Swiss precision, privacy, and reliability — ensuring your clients’ data remains protected at every step.