Now that you know how to setup InvestGlass. We encourage you to follow this roadmap :

With InvestGlass team : 

  1. Select market and news feeds  more
  2. Setup custodian or bank API connectivity more
  3. Specify mapping specificity (one client with two accounts) more
  4. Setup investment illustration format ( 3 formats DPM, Advisory, Direct Access Sales) more
  5. Setup trade blotter format more

On your side : 

  1. Set employee user groups and permissions more
  2. Set disclaimer and terms of service more
  3. Setup tags category, tags, then tag automation more
  4. Setup custom security if needed more
  5. Setup compliance list more
  6. Setup strategy and models more
  7. Setup clients / import more
  8. Setup in-house research and MIFID2 budget more
  9. Setup form and link it to your users' groups more
  10. Link custodied portfolio to compliance list and strategy or model more

Any questions? Need help? Contact us contact @ investglass . com or click on the dialog chat.  

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