Streamline it to provide the very best experiences
Use pre-built trading templates or build your own templates.
Templates can be hosted into your website, InvestGlass portal or simply shared via InvestGlass API into any format.
Orders feeds are transmitted to staging zone, FIX partners, other OMS before market execution.
Access bank and brokerage algo and store trade with MIFID II specific rules.
Digital contract and signature
Turn your CRM data into digital contract you can export in PDF, share on client web portal and collect single or multiple signature.
Generate single account trade or multiple accounts bulk trades. Import trading ledger in CSV or XLS format.
Compliance – Order and Position Limits
Set suitability and appropriateness rules for trading limits : % of ADV, daily order values and limits on positions % of NAV, % of available cash, UCITS V rules, and more.
Configure soft Limits, which warns the user through a soft pop up and hard limit that blocks the order.
Set audit 4 eyes and compliance or admin approval process.
Build your own trading experience with a fully customisable engagement portal.
InvestGlass open API and engagement portal is perfect to build Neo-bank and EAM network.
Connect your portal with news, trading masks and customer service chat such as Intercom, Zendesk or Symphony Chat.
Store data with a 10-year trade repository.
Access order and execution reports with trading OMS and time stamp.
Filter any trade and enforce specific report such as MIFIDII.
Reports are exportable in csv, Json and Pdf formats.
Save time Now
Import all existing transactions into InvestGlass and connect InvestGlass API to your trading and accounting tools.