Your Digital Sovereignty
Meet InvestGlass – the Swiss Automation Tools Suite.
Empowering Companies that Refuse to Compromise on Sovereignty
Digital Onboarding
CRM
Portfolio Management
Automation
Marketing Automation
Client Portal
Incident Management
Artificial Intelligence
So much more than a CRM
From onboarding to compliance, from marketings to transactions, InvestGlass streamlines every step Start strong with the Swiss Digital Suite, the complete CRM for all size businesses.
Sovereignty at the Core. Swiss Cloud Automation at Your Service.
Made for People Who Put Sovereignty First
The Perfect Tool for Banks
Transform your Digital Onboarding Operations and substantially Improve Customer Satisfaction. No programming is needed, and all data is hosted in Switzerland.
Swiss Safe Artificial Intelligence
Enable collaboration between departments and teams by unifying technology and workflows.
