Changelog

The Template Preselected Pages feature allows you to export your report in customized PDF files efficiently.

Incident Tool is a component of the broader InvestGlass platform, which is designed to streamline workflows, compliance, and client relationship management, particularly for financial advisors, wealth managers, and institutions. The Incident Tool within InvestGlass is specifically tailored to help firms manage and respond to various incidents that can impact business operations, such as compliance breaches, operational issues, or client complaints.

Welcome to the developer hub and documentation for InvestGlass!