InvestGlass offers the industry's leading
integrated wealth advisor platform.

All-in-one Platform
CRM, CMS, Client Facing Portal, AI and Financial Data
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All-In-One Sales Platform
Wealth Management & Insurance

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What is InvestGlass?

Robots conquered chess &
Now wealth
management

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

InvestGlass aims at supporting bankers daily. Robots are killing bankers business but we won't let this happen. Do you know why? Because InvestGlass empowers wealth advisors to serve they customers smarter and faster than any robots.

Features for Wealth Advisors

Featured Apps


Form Creator
Build on-boardings.


CRM
Close more deals.


Rebalancing
Intuitively rebalance accounts.


Customisation
Publish branded reports.

 

 

Gain insights into your customers


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

Learn More

 

Which Process

Human Discretionary Portfolio Mandates

Human Discretionary Portfolio Mandates

x5

FASTER
Robot Discretionary Portfolio Mandates

Robot Discretionary Portfolio Mandates

x10

CHEAPER
Advisory, Sales & Brokerage

Advisory, Sales & Brokerage

x20

SMARTER

 

If Information is Power, InvestGlass Will Make You King


TRY INVESTGLASS FOR FREE