业务风险管理软件
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” next_background_color=”#ffffff” admin_label=”Header” _builder_version=”4.16″ use_background_color_gradient=”on” background_color_gradient_direction=”130deg” background_color_gradient_stops=”#ffffff 25%|#ffffff 100%” background_color_gradient_start=”#ffffff” background_color_gradient_start_position=”25%” background_color_gradient_end=”#ffffff” background_image=”https://www.investglass.com/wp-content/uploads/2022/01/interpreter-69.png” parallax=”on” custom_padding=”7vw||10vw||false|false” custom_padding_tablet=”100px||100px||true” custom_padding_phone=”||||true” bottom_divider_style=”ramp2″ bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” saved_tabs=”all” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.17.4″ text_font=”Roboto||||||||” text_text_color=”#000000″ text_font_size=”16px” text_line_height=”1.8em” header_font=”Roboto|700|||||||” header_text_align=”center” header_text_color=”#000000″ header_font_size=”80px” header_line_height=”1.2em” header_3_font=”Roboto|700||on|||||” header_3_text_align=”center” header_3_text_color=”#ffffff” header_3_font_size=”24px” header_3_letter_spacing=”10px” header_3_line_height=”2em” text_orientation=”center” background_layout=”dark” module_alignment=”center” hover_enabled=”0″ text_font_size_last_edited=”off|desktop” header_font_size_tablet=”40px” header_font_size_phone=”32px” header_font_size_last_edited=”on|phone” header_3_font_size_tablet=”16px” header_3_font_size_phone=”14px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”” header_3_letter_spacing_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]
[/et_pb_text][/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_image src=”https://www.investglass.com/wp-content/uploads/2022/06/investglass-healthcheck-portfolio.jpeg” title_text=”investglass-healthcheck-portfolio” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_divider show_divider=”off” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_divider][/et_pb_column][/et_pb_row][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-assetallocationsuitability.jpeg” title_text=”investglass-assetallocationsuitability” _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=”4.17.4″ 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”]
[/et_pb_text][/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_image src=”https://www.investglass.com/wp-content/uploads/2022/06/investglass-approval-process.jpeg” title_text=”investglass-approval-process” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” alt=”Approval process” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_divider show_divider=”off” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_divider][/et_pb_column][/et_pb_row][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-contact-report.jpeg” title_text=”investglass-contact-report” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/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”]
投资玻璃
业务风险管理
[/et_pb_text][et_pb_text _builder_version="4.17.4″ text_font="||||||||" text_font_size="20px" ul_font="||||||||" header_font="Roboto|700|||||||" header_text_align="center" header_font_size="80px" header_line_height="1.2em" header_3_font="Roboto|700||on|||||" header_3_text_align="center" header_3_text_color="#ffffffff" header_3_font_size="24px" header_3_letter_spacing="10px" header_3_line_height="2em"text_orientation="center" background_layout="dark" max_width="800px" module_alignment="center" hover_enabled="0″ text_font_size_last_edited="off|desktop" header_font_size_tablet="40px"header_font_size_phone="32px" header_font_size_last_edited="on|phone" header_3_font_size_tablet="16px" header_3_font_size_phone="14px" header_3_font_size_last_edited="on|phone"header_3_letter_spacing_tablet="5px" header_3_letter_spacing_phone="" header_3_letter_spacing_last_edited="on|tablet" global_colors_info="{}" theme_builder_area="post_content" sticky_enabled="0″] 返回页首。运营风险管理是任何金融机构业务模式的重要组成部分。InvestGlass 提供一整套工具，帮助银行和经纪商管理运营风险。
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Get Started” _builder_version=”4.16″ background_enable_color=”off” custom_padding=”0px||||false|false” saved_tabs=”all” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row use_custom_gutter=”on” _builder_version=”4.16″ max_width=”1700px” custom_margin=”|||” custom_padding=”0px|||” use_custom_width=”on” custom_width_px=”1700px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_image src=”https://www.investglass.com/wp-content/uploads/2022/06/investglass-portfolio-computer.png” alt=”InvestGlass Portfolio” title_text=”investglass-portfolio-computer” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.17.4″ max_width=”1100px” module_alignment=”center” custom_margin=”-8vw|||” custom_margin_tablet=”0vw|||” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” animation_style=”roll” animation_direction=”left” animation_intensity_roll=”1%” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_image][et_pb_text _builder_version=”4.17.4″ 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=”|||” 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”]投资组合管理系统
InvestGlass 提供 CRM 和 PMS 的独特组合。我们的软件专门面向中小型咨询公司。它是市场上唯一一款在单一应用程序中同时提供客户关系管理 (CRM) 系统和投资组合管理系统(PMS) 的工具。 InvestGlass 帮助咨询公司改善客户关系，增加收入。 [/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”]适合性、适当性
InvestGlass 专为银行级报告而设计。该解决方案可帮助您根据适合性和适当性筛选每笔头寸和交易。
InvestGlass 提供以下跟踪服务
- 适用性
- 适当性
- 风险指标
- 宇宙列表
- 最喜欢的证券和本月风味
- 浓度限制
- 基金集中
- 最大提款限额
- 最大 VAR 和 CVAR
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="4_4″ _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_divider show_divider="off" _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][/et_pb_divider][/et_pb_column][/et_pb_row][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_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"]。
条例
法规、限制、跨境问题等是当今金融投资的主要问题。InvestGlass 和我们的合作伙伴提供的平台可在有关客户资产或证券的法规发生变化时自动发出提示。当投资组合建议不符合跨境法规或其他法律时，也会发出警报。
自动咨询
过去，您需要依靠人工顾问为您的投资组合寻找合适的投资项目。但是，有了 InvestGlass 人工智能驱动的咨询服务，您就可以获得专为您的需求量身定制的建议。这意味着您可以收到基于您的投资目标的建议。
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="4_4″ _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_divider show_divider="off" _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][/et_pb_divider][/et_pb_column][/et_pb_row][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_text _builder_version="4.17.4″ 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||||" hover_enabled="0″。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" sticky_enabled="0″] 2.审批程序
InvestGlass审批流程减少了电子邮件往来。为特定条件附加评论、文件和图片。为未及时缓解的风险设置升级流程。审批流程为跟踪同事之间的互动提供了一种强大的方式。
跟踪交易异常
InvestGlass 联系报告工具可与您的头寸和交易直接连接。银行家和销售人员可通过此工具轻松报告异常情况。
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="4_4″ _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_divider show_divider="off" _builder_version="4.16″ _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][/et_pb_divider][/et_pb_column][/et_pb_row][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_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"]。风险与绩效
InvestGlass 平台自动评估并不断更新模型投资组合的风险敞口。适当性导师提供额外建议，以纠正和尽量减少上述风险。您还可以通过平台、图表和报告分析访问和评估您的业绩。此外，您还可以添加一个合作伙伴，在风险敞口和回报方面将您的表现与同行进行比较。代码可以用 R 和 Python 自由修改。
[/et_pb_text][/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_image src=”https://www.investglass.com/wp-content/uploads/2022/06/investglass-riskindicator.jpeg” title_text=”investglass-riskindicator” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Footer” _builder_version=”4.14.9″ background_enable_color=”off” background_image=”https://www.investglass.com/wp-content/uploads/2022/05/interpreter-69.png” global_module=”32039″ saved_tabs=”all” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ header_font=”||||||||” header_2_font=”|700|||||||” header_2_text_color=”#7272ff” header_2_font_size=”36px” header_2_line_height=”1.3em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||20px|” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” global_colors_info=”{}” header_font_size__hover=”30px” header_font_size__hover_enabled=”30px” header_letter_spacing__hover=”0px” header_letter_spacing__hover_enabled=”0px” header_text_shadow_style__hover=”none” header_text_shadow_style__hover_enabled=”none” header_text_shadow_color__hover=”rgba(0,0,0,0.4)” header_text_shadow_color__hover_enabled=”rgba(0,0,0,0.4)” theme_builder_area=”post_content”]