To manage your CRM please go to Company below My Profile drop menu.
In the first page you can find bulk import and export of CRM. Please make sure that you leave the ID column empty when importing new clients. For large CRM or bespoke columns please contact our support team.
Relationship Manager, Portfolio Manager and Assistant
InvestGlass links each client to a RM or PM. To change this relationship click on Setup. Select the RM and then save.
Pseudonym and Token
To change the Pseudonym of clients click on Company Setup.
InvestGlass runs on Pseudonyms and InvestGlass ID which represents your client unique key to map the system to third party CRM, CMS or PMS.