The only investor management software you'll ever need. Say goodbye to quarterly reports and ugly spreadsheets. Nosis gives your members a window into their portfolio and fund updates, all in one place bringing a whole new level of transparency to the managed account model.
The single customer view you have always wanted is here. Glances unifies your apps in a simplified, easy-to-use customer view that provides real-time data from within any app that you are using. In minutes, securely connect your apps and eliminate tab switching, searching, and clicking around to find important information.
Do the hustle without the hassle
Finding customer information within multiple programs is the hassle that ruins your workflow hustle. Glances brings your favorite online apps together, securely showing your customer data in a single view from whatever app you are using.
An integration the way it should be
It’s like iPaaS, but without the pain. Not time consuming, expensive, or untrustworthy. Glances is a new way to do integrations with a true no-code approach; no data syncing or scheduling jobs. See how it takes just minutes to connect your apps and start using a simplified customer view with Glances.
Glances is designed to support any application that provides an industry standard API, including custom applications. Here is a sample of some of the supported applications:
Since I started using Nosis to help better communicate and report to my investors, our fund has seen a rise in investor engagement. The trading bots have also allowed us to safely enter the crypto market through their smart trading strategies.
Nosis has been a game-changer for me. It's easy to use, and the updates are always on point. Would recommend it to anyone💯
We were an advisory business who always wanted to offer managed management services but the costs are just way too high. We started using Nosis which allowed us to offer the products and services that we wanted out of the box. We cant charge % based fees which is a shame because the way Nosis works we never actually take custody of the users funds but regardless of that we were able to charge double over night so it doesnt really matter.
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