{"id":48471,"date":"2025-10-30T10:38:59","date_gmt":"2025-10-30T09:38:59","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48471"},"modified":"2025-10-30T10:53:11","modified_gmt":"2025-10-30T09:53:11","slug":"%e6%8a%95%e8%b5%84%e7%8e%bb%e7%92%83%ef%bc%8c%e6%94%b6%e8%8e%b7-moneypitch-%e9%9b%86%e6%88%90%e5%ae%a2%e6%88%b7%e9%97%a8%e6%88%b7%e7%9a%84%e5%8d%93%e8%b6%8a%e6%9b%bf%e4%bb%a3%e5%93%81","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/investglass-the-superior-alternative-to-harvest-moneypitch-for-an-integrated-client-portal\/","title":{"rendered":"InvestGlass\uff1a\u7efc\u5408\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9 Harvest MoneyPitch \u7684\u6700\u4f73\u66ff\u4ee3\u54c1"},"content":{"rendered":"

\u5bfc\u8a00\uff1a\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u662f\u6570\u5b57\u4f53\u9a8c\u7684\u57fa\u77f3<\/h2>\n\n\n\n

\u5728\u8d22\u5bcc\u7ba1\u7406\u7684\u6570\u5b57\u5316\u65f6\u4ee3\uff0c\u5ba2\u6237\u95e8\u6237\u4e0d\u518d\u662f\u4e00\u4e2a \u201c\u53ef\u6709\u53ef\u65e0 \u201d\u7684\u529f\u80fd\uff0c\u800c\u662f\u5ba2\u6237\u4f53\u9a8c\u7684\u91cd\u8981\u57fa\u77f3\u3002\u5b83\u662f\u5ba2\u6237\u4e0e\u5176\u8d22\u5bcc\u4e92\u52a8\u3001\u83b7\u53d6\u4fe1\u606f\u4ee5\u53ca\u4e0e\u987e\u95ee\u6c9f\u901a\u7684\u4e3b\u8981\u6570\u5b57\u63a5\u89e6\u70b9\u3002\u5609\u5b9e\u7684 MoneyPitch \u662f\u4e00\u4e2a\u4e16\u88ad\u95e8\u6237\uff0c\u65e8\u5728\u62c9\u8fd1\u987e\u95ee\u4e0e\u5ba2\u6237\u4e4b\u95f4\u7684\u8ddd\u79bb\u3002\u7136\u800c\uff0c\u4e3a\u4e86\u63d0\u4f9b\u771f\u6b63\u65e0\u7f1d\u7684\u73b0\u4ee3\u4f53\u9a8c\uff0c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4e0d\u80fd\u5b64\u7acb\u5b58\u5728\u3002\u5b83\u5fc5\u987b\u4e0e\u54a8\u8be2\u516c\u53f8\u7684\u6838\u5fc3\u7cfb\u7edf\u6df1\u5ea6\u6574\u5408\u3002.<\/p>\n\n\n\n

\u672c\u6587\u5c06\u8bf4\u660e\u4e3a\u4ec0\u4e48 \u6295\u8d44\u73bb\u7483<\/a>, \u51ed\u501f\u5176\u4e00\u4f53\u5316\u5e73\u53f0\u548c\u5b8c\u5168\u96c6\u6210\u7684\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\uff0c\u5609\u5b9e\u8d27\u5e01\u6295\u673a\u516c\u53f8\uff08Harvest MoneyPitch\uff09\u662f\u5177\u6709\u6218\u7565\u610f\u4e49\u7684\u5353\u8d8a\u66ff\u4ee3\u65b9\u6848\u3002\u6211\u4eec\u5c06\u63a2\u8ba8\u5982\u4f55\u901a\u8fc7\u4e3b\u6743\u548c\u53ef\u5b9a\u5236\u5e73\u53f0\u63d0\u4f9b\u7edf\u4e00\u7684\u5ba2\u6237\u4f53\u9a8c\u65b9\u6cd5\u6765\u8f6c\u53d8\u5ba2\u6237\u5173\u7cfb\u5e76\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u3002.<\/p>\n\n\n\n

\"InvestGlass
InvestGlass \u6295\u8d44\u8005\u95e8\u6237\u7f51\u7ad9<\/figcaption><\/figure>\n\n\n\n

\u6536\u83b7 MoneyPitch\uff1a\u5f25\u5408\u5dee\u8ddd\u7684\u95e8\u6237<\/h2>\n\n\n\n

Harvest MoneyPitch \u65e8\u5728\u901a\u8fc7\u63d0\u4f9b\u4e00\u4e2a\u4e13\u95e8\u7684\u8d22\u5bcc\u4fe1\u606f\u95e8\u6237\uff0c\u5f25\u5408\u987e\u95ee\u4e0e\u5ba2\u6237\u4e4b\u95f4\u7684\u6c9f\u901a\u9e3f\u6c9f\u3002\u5b83\u5141\u8bb8\u5ba2\u6237\u67e5\u770b\u81ea\u5df1\u7684\u8d44\u4ea7\u5e76\u4e0e\u987e\u95ee\u4e92\u52a8\u3002\u4f5c\u4e3a\u4e00\u4e2a\u72ec\u7acb\u7684\u95e8\u6237\u7f51\u7ad9\uff0c\u5b83\u63d0\u4f9b\u4e86\u4e00\u5957\u91cd\u70b9\u7a81\u51fa\u7684\u529f\u80fd\u3002\u7136\u800c\uff0c\u7531\u4e8e\u5176\u6a21\u5757\u5316\u6027\u8d28\uff0c\u5176\u6709\u6548\u6027\u53d7\u5230\u4e86\u56fa\u6709\u7684\u9650\u5236\u3002\u8981\u771f\u6b63\u6709\u6548\uff0c\u5ba2\u6237\u95e8\u6237\u9700\u8981\u5b9e\u65f6\u8bbf\u95ee\u6295\u8d44\u7ec4\u5408\u6570\u636e\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4fe1\u606f\u548c\u5176\u4ed6\u6838\u5fc3\u7cfb\u7edf\uff0c\u800c\u5728\u5609\u5b9e\u751f\u6001\u7cfb\u7edf\u4e2d\uff0c\u8fd9\u5f80\u5f80\u610f\u5473\u7740\u8981\u4e0e BIG \u548c O2S \u7b49\u5176\u4ed6\u4ea7\u54c1\u8fdb\u884c\u590d\u6742\u800c\u6602\u8d35\u7684\u96c6\u6210\u3002.<\/p>\n\n\n\n

InvestGlass \u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\uff1a\u8fdb\u5165\u7edf\u4e00\u5e73\u53f0\u7684\u7a97\u53e3<\/h2>\n\n\n\n

\"(\u300a\u4e16\u754c\u4eba\u6743\u5ba3\u8a00\u300b)\u00a0InvestGlass \u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/a>\u00a0\u6709\u672c\u8d28\u533a\u522b\u3002\u5b83\u4e0d\u662f\u4e00\u4e2a\u9644\u52a0\u5728\u5e94\u7528\u7a0b\u5e8f\u5957\u4ef6\u4e0a\u7684\u72ec\u7acb\u4ea7\u54c1\uff0c\u800c\u662f\u4e00\u4f53\u5316 InvestGlass \u5e73\u53f0\u4e0d\u53ef\u5206\u5272\u7684\u4e00\u90e8\u5206\u3002\u8fd9\u610f\u5473\u7740\u95e8\u6237\u7f51\u7ad9\u662f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u6295\u8d44\u7ba1\u7406\u5e73\u53f0\u7684\u5b9e\u65f6\u3001\u7edf\u4e00\u6570\u636e\u7684\u76f4\u63a5\u7a97\u53e3\u3002 \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf<\/a>. .\u901a\u8fc7\u8fd9\u79cd\u6df1\u5ea6\u96c6\u6210\uff0c\u53ef\u4ee5\u5b9e\u73b0\u4e2a\u6027\u5316\u3001\u5b9e\u65f6\u4fe1\u606f\u548c\u65e0\u7f1d\u4e92\u52a8\uff0c\u8fd9\u662f\u72ec\u7acb\u95e8\u6237\u7f51\u7ad9\u65e0\u6cd5\u6bd4\u62df\u7684\u3002.<\/p>\n\n\n\n

\u9010\u9879\u529f\u80fd\u6bd4\u8f83\uff1aInvestGlass \u5bf9\u6bd4 Harvest MoneyPitch<\/h2>\n\n\n\n
\u7279\u70b9<\/th>Harvest MoneyPitch<\/th>\u6295\u8d44\u73bb\u7483<\/th>InvestGlass \u7684\u4f18\u52bf<\/th><\/tr><\/thead>
\u6574\u5408<\/strong><\/td>\u72ec\u7acb\u95e8\u6237\uff0c\u9700\u8981\u4e0e\u5176\u4ed6 Harvest \u4ea7\u54c1\u96c6\u6210\u624d\u80fd\u5b9e\u73b0\u5168\u90e8\u529f\u80fd\u3002.<\/td>\u4e0e InvestGlass CRM\u3001PMS \u548c\u6240\u6709\u5176\u4ed6\u6a21\u5757\u5b8c\u5168\u96c6\u6210\u3002.<\/td>\u5411\u5ba2\u6237\u63d0\u4f9b\u65e0\u7f1d\u3001\u5b9e\u65f6\u7684\u4fe1\u606f\u6d41\uff0c\u4e0d\u4f1a\u51fa\u73b0\u6570\u636e\u6ede\u540e\u6216\u4e0d\u4e00\u81f4\u7684\u60c5\u51b5\u3002.<\/td><\/tr>
\u5b9a\u5236<\/strong><\/td>\u5b9a\u5236\u548c\u54c1\u724c\u9009\u9879\u6709\u9650\u3002.<\/td>\u53ef\u9ad8\u5ea6\u5b9a\u5236\uff0c\u4ee5\u5339\u914d\u8d35\u516c\u53f8\u7684\u54c1\u724c\u5f62\u8c61\uff0c\u6253\u9020\u72ec\u4e00\u65e0\u4e8c\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/td>\u5ba2\u6237\u95e8\u6237\u662f\u60a8\u54c1\u724c\u7684\u771f\u6b63\u5ef6\u4f38\uff0c\u800c\u4e0d\u662f\u666e\u901a\u7684\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u3002.<\/td><\/tr>
\u5b9e\u65f6\u6570\u636e<\/strong><\/td>\u6570\u636e\u901a\u5e38\u662f\u5b9a\u671f\u540c\u6b65\u7684\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5bfc\u81f4\u6570\u636e\u6ede\u540e\u3002.<\/td>\u4e3a\u5ba2\u6237\u63d0\u4f9b\u6295\u8d44\u7ec4\u5408\u6570\u636e\u3001\u4e1a\u7ee9\u548c\u6240\u6709\u76f8\u5173\u4fe1\u606f\u7684\u5b9e\u65f6\u8bbf\u95ee\u3002.<\/td>\u5ba2\u6237\u53ef\u4ee5\u968f\u65f6\u770b\u5230\u6700\u65b0\u4fe1\u606f\uff0c\u4ece\u800c\u5efa\u7acb\u4fe1\u4efb\u548c\u900f\u660e\u5ea6\u3002.<\/td><\/tr>
\u81ea\u52a9\u670d\u52a1\u529f\u80fd<\/strong><\/td>\u57fa\u672c\u81ea\u52a9\u670d\u52a1\u529f\u80fd\u3002.<\/td>\u5e7f\u6cdb\u7684\u81ea\u52a9\u670d\u52a1\u529f\u80fd\uff0c\u5305\u62ec\u8ba9\u5ba2\u6237\u66f4\u65b0\u4fe1\u606f\u3001\u586b\u5199\u8868\u683c\u7b49\u3002.<\/td>\u8d4b\u4e88\u5ba2\u6237\u6743\u529b\uff0c\u51cf\u8f7b\u987e\u95ee\u7684\u884c\u653f\u8d1f\u62c5\u3002.<\/td><\/tr>
\u5b89\u5168\u4e0e\u4e3b\u6743<\/strong><\/td>\u6807\u51c6\u5b89\u5168\u529f\u80fd\u3002.<\/td>\u63d0\u4f9b\u745e\u58eb\u7ea7\u5b89\u5168\u6027\uff0c\u53ef\u9009\u62e9\u5185\u90e8\u6216\u4e3b\u6743\u4e91\u6258\u7ba1\u3002.<\/td>\u4e3a\u5ba2\u6237\u7684\u654f\u611f\u8d22\u52a1\u4fe1\u606f\u63d0\u4f9b\u6700\u9ad8\u7ea7\u522b\u7684\u6570\u636e\u4fdd\u62a4\u548c\u9690\u79c1\u4fdd\u62a4\u3002.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u7efc\u5408\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u7684\u6218\u7565\u4ef7\u503c<\/h2>\n\n\n\n

\u7efc\u5408\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4e0d\u4ec5\u4ec5\u662f\u4e00\u79cd\u4fbf\u5229\uff0c\u5b83\u8fd8\u662f\u4e00\u79cd\u6218\u7565\u8d44\u4ea7\uff0c\u53ef\u4ee5\u6539\u53d8\u60a8\u7684\u5ba2\u6237\u5173\u7cfb\u548c\u4e1a\u52a1\u3002.<\/p>\n\n\n\n

1.\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c<\/h3>\n\n\n\n

\u60f3\u8c61\u4e00\u4e0b\uff0c\u5ba2\u6237\u767b\u5f55\u4e00\u4e2a\u5370\u6709\u8d35\u516c\u53f8\u5fbd\u6807\u7684\u7cbe\u7f8e\u95e8\u6237\u7f51\u7ad9\uff0c\u53ef\u4ee5\u5b9e\u65f6\u67e5\u770b\u81ea\u5df1\u7684\u6574\u4e2a\u6295\u8d44\u7ec4\u5408\uff0c\u8bbf\u95ee\u4e2a\u6027\u5316\u62a5\u544a\uff0c\u5e76\u5b89\u5168\u5730\u7ed9\u81ea\u5df1\u7684\u987e\u95ee\u53d1\u9001\u4fe1\u606f\uff0c\u6240\u6709\u8fd9\u4e00\u5207\u90fd\u5728\u4e00\u4e2a\u5730\u65b9\u5b8c\u6210\u3002\u8fd9\u79cd\u73b0\u4ee3\u5316\u7684\u65e0\u7f1d\u4f53\u9a8c\u53ef\u4ee5\u5efa\u7acb\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u4f7f\u8d35\u516c\u53f8\u5728\u7ade\u4e89\u4e2d\u8131\u9896\u800c\u51fa\u3002.<\/p>\n\n\n\n

2.\u4fc3\u8fdb\u66f4\u6df1\u5165\u7684\u5ba2\u6237\u53c2\u4e0e<\/h3>\n\n\n\n

\u7efc\u5408\u95e8\u6237\u7f51\u7ad9\u9f13\u52b1\u5ba2\u6237\u66f4\u591a\u5730\u53c2\u4e0e\u8d22\u5bcc\u7ba1\u7406\u3002\u5f53\u5ba2\u6237\u80fd\u591f\u8f7b\u677e\u83b7\u53d6\u4fe1\u606f\u548c\u5de5\u5177\u65f6\uff0c\u4ed6\u4eec\u5c31\u66f4\u6709\u53ef\u80fd\u79ef\u6781\u4e3b\u52a8\u5730\u63d0\u51fa\u95ee\u9898\uff0c\u5e76\u4e0e\u987e\u95ee\u5408\u4f5c\u3002\u8fd9\u5c06\u5e26\u6765\u66f4\u6df1\u5165\u3001\u66f4\u6709\u610f\u4e49\u7684\u5173\u7cfb\u3002.<\/p>\n\n\n\n

3.\u63d0\u9ad8\u8fd0\u884c\u6548\u7387<\/h3>\n\n\n\n

\u901a\u8fc7\u4e3a\u5ba2\u6237\u63d0\u4f9b\u81ea\u52a9\u670d\u52a1\u529f\u80fd\uff0c\u60a8\u53ef\u4ee5\u5927\u5927\u51cf\u5c11\u56e2\u961f\u7684\u884c\u653f\u5de5\u4f5c\u91cf\u3002\u5ba2\u6237\u53ef\u4ee5\u76f4\u63a5\u5728\u95e8\u6237\u7f51\u7ad9\u4e0a\u66f4\u65b0\u4e2a\u4eba\u4fe1\u606f\u3001\u4e0a\u4f20\u6587\u4ef6\u548c\u586b\u5199\u8868\u683c\uff0c\u5e76\u5c06\u6570\u636e\u65e0\u7f1d\u5bfc\u5165\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u3002\u8fd9\u6837\uff0c\u60a8\u7684\u987e\u95ee\u5c31\u80fd\u817e\u51fa\u65f6\u95f4\u4e13\u6ce8\u4e8e\u9ad8\u4ef7\u503c\u7684\u6d3b\u52a8\u3002.<\/p>\n\n\n\n

\u603b\u7ed3\uff1a\u4e0d\u53ea\u662f\u95e8\u6237\u7684\u95e8\u6237<\/h2>\n\n\n\n

Harvest MoneyPitch \u662f\u4e00\u4e2a\u79f0\u804c\u7684\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\uff0c\u4f46\u7531\u4e8e\u5176\u72ec\u7acb\u6027\u8d28\u800c\u53d7\u5230\u9650\u5236\u3002\u5728\u73b0\u4ee3\u8d22\u5bcc\u7ba1\u7406\u9886\u57df\uff0c\u95e8\u6237\u7f51\u7ad9\u5fc5\u987b\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u7a97\u53e3\uff0c\u8fd8\u5fc5\u987b\u662f\u6574\u4e2a\u5ba2\u6237\u5173\u7cfb\u7684\u5168\u9762\u96c6\u6210\u95e8\u6237\u3002InvestGlass \u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4f5c\u4e3a\u4e00\u4f53\u5316 InvestGlass \u5e73\u53f0\u4e0d\u53ef\u5206\u5272\u7684\u4e00\u90e8\u5206\uff0c\u5b9e\u73b0\u4e86\u8fd9\u4e00\u627f\u8bfa\u3002.<\/p>\n\n\n\n

\u9009\u62e9 InvestGlass\uff0c\u60a8\u5c31\u9009\u62e9\u4e86\u4e3a\u5ba2\u6237\u63d0\u4f9b\u5353\u8d8a\u7684\u6570\u5b57\u4f53\u9a8c\uff0c\u4fc3\u8fdb\u66f4\u6df1\u5165\u7684\u53c2\u4e0e\uff0c\u5efa\u7acb\u66f4\u9ad8\u6548\u3001\u66f4\u53ef\u6269\u5c55\u7684\u4e1a\u52a1\u3002\u5728\u60a8\u9009\u62e9\u7684\u5e73\u53f0\u4e0a\uff0c\u5ba2\u6237\u95e8\u6237\u4e0d\u662f\u4e8b\u540e\u624d\u60f3\u5230\u7684\uff0c\u800c\u662f\u5ba2\u6237\u670d\u52a1\u6218\u7565\u7684\u6838\u5fc3\u652f\u67f1\u3002.<\/p>\n\n\n\n

\u4e86\u89e3\u96c6\u6210\u5f0f InvestGlass \u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u5982\u4f55\u5f7b\u5e95\u6539\u53d8\u60a8\u7684\u5ba2\u6237\u5173\u7cfb\u3002.\u00a0\u4eca\u5929\u5c31\u4e0e\u6211\u4eec\u9884\u7ea6\u6f14\u793a\u3002.<\/a><\/p>","protected":false},"excerpt":{"rendered":"

Introduction: The Client Portal as a Cornerstone of the Digital Experience In the digital age of wealth management, a client portal is no longer a “nice-to-have” feature; it is an essential cornerstone of the client experience. It is the primary digital touchpoint where clients interact with their wealth, access information, and communicate with their advisors. […]<\/p>\n","protected":false},"author":1,"featured_media":40145,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1260],"class_list":["post-48471","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-portal"],"yoast_head":"\nAlternative to Harvest MoneyPitch for Advisors | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore why InvestGlass is the best alternative to Harvest MoneyPitch for a modern client portal experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u6295\u8d44\u73bb\u7483\uff0c\u6536\u83b7-moneypitch-\u96c6\u6210\u5ba2\u6237\u95e8\u6237\u7684\u5353\u8d8a\u66ff\u4ee3\u54c1\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"InvestGlass: The Superior Alternative to Harvest MoneyPitch for an Integrated Client Portal\" \/>\n<meta property=\"og:description\" content=\"Introduction: The Client Portal as a Cornerstone of the Digital Experience In the digital age of wealth management, a client portal is no longer a\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u6295\u8d44\u73bb\u7483\uff0c\u6536\u83b7-moneypitch-\u96c6\u6210\u5ba2\u6237\u95e8\u6237\u7684\u5353\u8d8a\u66ff\u4ee3\u54c1\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-30T09:38:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-30T09:53:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-portal-realestate-1024x938.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" 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