InvestGlass
Curated by SignalWhite label robo advisor platform automating investment advisory services for wealth managers.
Overview
InvestGlass operates as a white label robo-advisor platform that allows wealth managers to offer automated investment advisory services under their own branding. The platform employs algorithms to create and manage diversified investment portfolios that are customized according to individual client risk profiles and financial objectives. Notable features of the platform include automatic rebalancing, tax-loss harvesting, and performance tracking, which are designed to facilitate portfolio management. Additionally, InvestGlass provides a sales automation solution and a portfolio management system, serving various sectors including banking, financial services, and real estate. The platform aims to automate tasks and deliver personalized recommendations, potentially improving operational efficiency for its clients in a global market.
Key facts
- Founded
- 2014
- Headquarters
- Geneva, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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Open roles
3 rolesSales intern
Geneva, Switzerland · On-site · Volunteer
Sales Internship
Geneva Metropolitan Area · On-site · Volunteer
Sales Internship
Geneva Metropolitan Area · On-site · Volunteer
