Everything in one place

Extending your institution's service with relevant fintech providers.

Our Experience

InvestGlass delivers a platform professional advisors have dreamed for many years. IT teams love it because we have tech capabilities to aggregate data all in one place and this changes the way they run their business and ultimately how they serve their clients.

Our Philosophy

The platform is highly customisable and built to serve advisory and discretionary portfolio mandate. The platform is hosted with SafeHost - swiss based servers, with banking level security. Those servers provide a solide and secure environment and facilitate connectivity to third-party service providers.

Accessibility

Progressive Levels of Integration

Progressive and meaningful connectivity.

Software-as-a-Service

InvestGlass is a true SaaS (Software-as-a-Service) provider. InvestGlass respects the ability for firms to select the best software for their core back-office.

Custodian agnostic

Before the market opens - position reconciliation and system uploads are aggregated into the system in the morning.

Open mindset

InvestGlass supports an open database architecture that facilitates the exchange of data with third party technology companies through its application programming interface.

API and flat files

While our API has already been used to integrate with many application providers, we can accommodate connectivity to your existing custodian partners.

Selected your Third-Party Partners

InvestGlass facilitates business integration and offer to our partner access to a new dimension of clients. As our partner you offer the best-in-class services to help clients thrive in the complex investment processes. Let’s develop together.

Integrated solutions

Feeds

Feeds

Hosting

Crowd funding

Dealing

Advisors platform

And you? Say Hello!


Contact us today to learn more.

InvestGlass Europe

Chemin du Pré Fleuri 3, 1228 Plan-les-Ouates Switerland
+41 22 552 03 26
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.

Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.
Call us: +41 22 552 03 26