Sales Cycle - Features

Learn about business solution to increase your return on asset.

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30 articles in this collection
Written by Alexandre Gaillard, Sasha, Diego Milla and 1 other

PDF & Forms Toolbox

Account opening forms you should have into your global vault or forms
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Written by Sasha
Updated over a week ago

How Do I Use Appointments in InvestGlass?

Calendar feature within InvestGlass
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Written by Fredrik Lundstrom
Updated over a week ago

How to store documents into InvestGlass Vault?

PDF, vault, document repository
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Written by Alexandre Gaillard
Updated over a week ago

Uploading Research Document

Link pdf or videos to clients' tags and portfolios' holdings
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Written by Fredrik Lundstrom
Updated over a week ago

Making a Field Required and Mandatory

Mandatory fields for KYC into CRM
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Written by Alexandre Gaillard
Updated over a week ago

Settlement instructions

Record settlement instructions for transactions
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Written by Alexandre Gaillard
Updated over a week ago

How can I create a call report?

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Written by Alexandre Gaillard
Updated over a week ago

Rebalance with Models - Discretionary Investment Management Process

Compliant securities list, model portfolio, rebalance, trade blotter, robot advisor
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Written by Alexandre Gaillard
Updated over a week ago

How to create a new transaction?

Order management system, OMS, trade confirmation
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Written by Alexandre Gaillard
Updated over a week ago

How to use templates?

Use InvestGlass and Gorgias.io to speed publishing
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Written by Alexandre Gaillard
Updated over a week ago

Model Portfolios

How do I manage Model Portfolios within InvestGlass?
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Written by Diego Milla
Updated over a week ago

How to setup your Investor Portal?

Client Facing Portal, portfolio and research, access restriction
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Written by Alexandre Gaillard
Updated over a week ago

Create new Client / Contact

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Written by Alexandre Gaillard
Updated over a week ago

Managing unsubscribe requests

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Written by Alexandre Gaillard
Updated over a week ago

How to consolidate portfolio?

Consolidate Portfolio, Pending Orders and Consolidate Trust
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Written by Alexandre Gaillard
Updated over a week ago