Help Desk & Video

  • 8 min demo

  • Getting started

  • 1. Template and customisation

  • 2. Strategies and Model Portoflio

  • 3. Compliant securities’ lists and securities KYC exclusion

  • 4. Forms

  • 5. Markets

  • 6. Clients and Prospects

More questions - please contact us: +41 22 552 03 25 Mon-Fri 9:00AM - 5:00PM across EU (Support in English & French).

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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. This website is using cookies. By using this website you agree to the following Terms of Service.

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Call us: +41 22 552 03 26