InvestGlass Investor Portal:
Empowering Wealth Management Excellence
Seamless Access, Informed Decisions, Ultimate Control
Dashboard for wealth manager and HNW Investors
The InvestGlass investor portal features a comprehensive dashboard that provides clients with an overview of their financial status. It allows easy monitoring of portfolio performance, asset allocation, and recent transactions. This intuitive dashboard ensures clients can stay informed and make quick, informed decisions about their investments.
Portfolio Management
Our portfolio management tools empower clients to manage their investments efficiently. Clients can track performance, assess risk exposure, and make informed decisions. This feature helps wealth managers, banks, and family offices ensure optimal portfolio management and alignment with clients’ financial goals and risk tolerance.
Performance and risk Reporting
InvestGlass offers detailed performance reporting capabilities, allowing clients to generate customizable reports. These reports provide insights into historical performance, benchmark comparisons, and analytics. This transparency helps clients understand their investments better and supports informed decision-making, enhancing trust and satisfaction.
Financial Planning Tools
The portal includes robust financial planning tools that support goal-based planning for retirement, education, estate planning, and other financial objectives. Clients can strategize and track their progress towards long-term goals, ensuring they stay on course to achieve their financial aspirations with the guidance of their advisors.
Secure Communication Tools
InvestGlass ensures secure and direct communication between clients and their advisors. This feature maintains confidentiality and compliance, providing timely advice and support. Secure communication tools enhance client relationships and ensure that critical information is exchanged safely and efficiently.