Engage smarter and faster - we have the markets covered. Deliver a genuine information service to each client and we assure you that your conversation rate will increase.

Once portfolios are "synchronised through a night batch" or "simulated" you can apply a Model portfolio to spot drifting portfolio and rebalance them in one click. InvestGlass generates a child and master trade blotter.

First tag securities with your own symbology-tags and select your layout to generate a truly bespoke reporting for bankable or non bankable securities. Logo, colours, disclaimers can be changed without programming to respect you corporate branding.

Stop using Excel and old CMS. InvestGlass CRM and CMS aggregate data which matters. With InvestGlass CRM, you gather contact information, KYC, mandate, investment preferences. With the CMS, content can be published easily and efficiently. You keep control on who can access which piece of PDF, video.

Flag dozen breaches : concentration breach on a portfolio and security level, suitability, appropriateness, non-compliant securities, volatility, CVAR, price daily variation, money laundering flags and more.

Grant access to your investors thanks to a token - "anonymous system".

Through the APP or a chatbot - define investment goals, risk and providers.

Aggregate and consolidate your financial information by streamlining and optimizing operations across data : private equity, funds, collectible, art, and trusts. Consolidation is based on uploaded data or manually imported transactions.

Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships.

Your message should be heard. With 80% open rates Chatbot is the best place to make that happen. Yes, you heard us right, eighty per cent open rates, that`s x4 better than email. Automate repetitive tasks and questions, low added value process and query InvestGlass API - the ultimate automation!