The leading robot-advisor solution
in the financial industry

All-in-one Platform
CRM, CMS, AI and Financial Data
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Automate

Close More Deals.
Make More Sales.

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What is InvestGlass?

InvestGlass is dedicated to sales automation for wealth advisors. It's an all-in-one CRM, CMS, artificial intelligence and financial information platform.

Our Products

On-boarding form

Client relationship system - CRM

Content management system - CMS

Financial data

Branded investment proposal

Risk and compliance

Leads and analytics

Client facing portal

Transform Your Sales Process in 3 Simple Steps

 

 

Gain insights into your customers


Your story is your ultimate currency. This is why clients trust you.

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OUR CUSTOMERS HAVE SEEN

  • On-board

    On-board

    +32%

    SALES
    Listening and recording
    clients ambitions
  • Discover

    Discover

    +45%

    RELEVANCY
    Solicitations generated
    by predictive cognition
  • Engage

    Engage

    +68%

    SATISFACTION
    Markets quotes and news
    keep one step ahead

     

    If Information is Power, InvestGlass Will Make You King


    TRY INVESTGLASS FOR FREE