What's new at InvestGlass
Check out some of upcoming events and new features.
Live Webinar - The Surprising Power of Questions
October 15 - 11 AM - Unlock true sales productivity with InvestGlass on-boarding KYC and call reports functions.
New connection to Linear Investment - Prime Broker
InvestGlass joining forces with Linear Investment Prime Broker Delivering Unique Turn-Key End to End Investment Solution
Top 5 Tips to Build a Professional Robot Advisory Website
So you need to build a robot-advisor? Simply follow those simple steps and start engaging your customers with the ultimate investor portal. Create a stunning website today.
How financial advisors share emotional storytelling?
During this webinar we will explain everything that it takes to succeed in an established and growing independent advisory firm, automate discretionary portfolio management, transmit orders and monitor fees and asset under management progress.
Are you ready for MIFID2? - Think before your Jump!
The PSD2 and the MiFID2 (Markets in Financial Instruments Directive) are two new European directives that will come into force in 2018. Banks, brokers, independent financial advisors that would think that it is enough to satisfy the new requirements are wrong.
Workflow optimized to help you save time
InvestGlass offers a streamlined solution for wealth and asset managers.
Let's get integrated
InvestGlass plays well with fintech friends
Integrated Wealth Advisor Platform. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice.© Copyright 2018 InvestGlass SA