A new start for your institution

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

Each investor is a person of interest

InvestGlass is committed to improve professional investors' workflows. Providing superior tools backed with artificial intelligence is the key to improve return on asset and compliance enforcement.
"Being a banker or an advisor is far from being easy today. Regulations, appropriateness, suitability and simply clients’ appetite are so difficult to align. You need to have a vision, a good story to exchange with the client while respecting your institution's conviction."
Diego Milla, Head Data

Everything you need in one platform

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Use InvestGlass like a pro

Hand off your regular back/front-office processes to InvestGlass and experience dramatic time and resource savings that can be reapplied to revenue generating activities like building client relationships and bringing on more assets.

The main concern with advisory is to deliver a high quality service which justifies the fee, as clients nowadays can easily access by themselves trading platforms and robot-advisors. Empowering your sales team with an automated tool is the best way to speed up client acquisition. 
InvestGlass offers onboarding forms to record customers interests and investment goals. Automatisation features make it easier to manage the book of business. Investment proposals can be branded with your logo, corporate colours and appropriate disclaimers.
Delivering the right financial information at the right time while respecting the suitability rules is a daily challenge for advisory desks. InvestGlass has been built by advisors for advisors looking for a time saving platform.
Alexander Gaillard, CEO & Founder

The most complete wealth solution

Simple. Beautiful. Customisable. Efficient.

Please contact us for a request for proposal or request for information.
  • Account aggregator
  • Call report
  • Client facing portal
  • Client relationship system - CRM
  • Compliance and constraints machine
  • Content management system - CMS
  • Custom securities
  • Execution trade blotter
  • Financial data for price and news
  • Pre-trade and pre-advice flags
  • Funds data and prospectus
  • Leads generated with artificial intelligence
  • Marketing tools emails and calls
  • Multi-lingual support
  • On-boarding form
  • Portfolio rebalancing
  • Price alerts
  • Risk & compliance mechanisms and flags
  • White label robot advisor

Increase your
productivity with InvestGlass

Engage smarter and faster - we have the markets covered. Deliver a genuine service to each client and we assure you that your conversation rate will increase.


Embrace Digitalisation

InvestGlass is the leading robot-advisor solution in the financial industry. It’s an out-of-the-box financial platform suggesting the best investment strategy for the right customer.

Reduce Compliance Cost

Always be one steap ahead of new regulations.

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Reduce Working Time

Convert Passive Investors into Active Customers.

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Increase Return on Asset

Compliance data is an untapped source of insights.

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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