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投资玻璃

绩效评估

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如果您是金融专业人士，那么您一定知道业绩评估对成功至关重要。我们的投资组合经理工具可以让您跟踪所持资产，并快速、轻松地做出明智决策。 

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专为银行、经纪人和对冲基金打造 

InvestGlass 提供 CRM 和 PMS 的独特组合，用于与投资者、LP、GP 和合规团队沟通。

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数据验证和适用性

我们的自动数据检查和 20 多名高水平的数据分析师确保您提供给投资者的证券数据完整、一致，任何异常状态都会在提交之前报告给我们进行核实。

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条例

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提高投资者满意度

重新平衡功能可方便用户重新分配投资组合中的资产。您的客户可以通过在其客户门户网站上输入相关的分配愿望，要求进行一定的再平衡。您也可以在门户网站上根据客户的意愿直接进行重新配置，或根据人工智能建议进行重新配置。

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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。

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非银行业

InvestGlass 功能可实现投资组合的定制化。我们提供在投资组合中添加非银行资产的机会，如房地产和艺术收藏品。InvestGlassPMS将计算非银行证券的业绩。

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精确性能和基准测试

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开始免费试用瑞士排名第一的云服务解决方案。

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