Faster. Smarter. More Accurate.

Introducing InvestGlass,
the new robot for bankers

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

InvestGlass lets you easily understand your exposures and asset allocation so you have what you need to take precise action.

Are these daily concerns?

Family Offices / Wealth Advisors / Asset Managers / Private Banks

Rebalancing

Which portfolio is overweighed?
Which alternative investment can I offer my client?
How can I rebalance my portfolio while respecting each KYC?

Advisory

Which client should I call first?
How can I blast a market alert to a client segment?
How much can I sell to him while respecting concentration aspects?

Client facing & investment proposal

Can I let my client use a robot-advisor I would pre-program?
How can I exchange hyper-targeted video with my prospects?
As a fund manufacturer, I would like to exchange the fund constituents and some relevant prospectus.

We have what you need

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InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice.

Contact Us

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Call us: +41 22 552 03 26