API Reference

• Getting Started
• My Requests

Introduction

• Introduction
• Making Requests
• Responses
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InvestGlass Client Portal APIs

• Authentication Client Portal
• Documents
• Proposals
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InvestGlass Member APIs

• Authentication Member
• Company Contacts
• Company Accounts
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Quick Start

• InvestGlass 101

Product Documentation

• Incident
• E-Signature

CRM

• Pipeline
• Tags
• Import / Export Record
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Automation

• Automation Overview
• Approval Process Setup
• Travel Requests
• View More…

PMS & Investment tools

• Model Portfolio
• Universe List

design and layout

• Custom button

admin center

• Password

AI

• Smart Agent

Using the API

• Using the API