Simplify your workflow from start to end

The complete portfolio management system
InvestGlass consolidates financial management for banks and family firms, offering real-time monitoring and comprehensive portfolio analysis in its premium version.

Suitability and appropriateness
InvestGlass offers real-time data tracking, compliance checks, and integrates with trading solutions while also supporting investment research and storing compliance data.

Automation and investment tracking
InvestGlass excels in portfolio management with its automation capabilities, streamlining investment tasks and stock screening, while its convenient templates save time and money, making it a powerful choice in the market.

ESG screening
With the increasing emphasis on ESG (Environmental, Social, Governance) factors in investing, InvestGlass could potentially use its DMP to assess and score investments based on ESG criteria. This could help clients make investments that align with their personal values, in addition to their financial goals.