Incident

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.

For more details on this feature, please refer to our help documentation.