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.

Incident Tracking and Management: The tool allows users to log, track, and manage incidents in real-time. It provides a centralized platform where all incidents can be recorded, categorized, and monitored, ensuring nothing is overlooked.

Automated Workflows: It integrates with the broader InvestGlass workflow automation features, enabling automated alerts and task assignments to relevant team members. This helps streamline the process of incident resolution and ensures that the right people are notified promptly.