AUTOMATE SALES
WITH SWISS SOVEREIGN TOOLS
InvestGlass helps you automate more efficiently by unifying your outreach, engagement, and transaction for every business.
* No credit card required
Trusted by
Everything you need,
all in one place
Digital Onboarding
CRM
Portfolio Management
Automation
Marketing Automation
Client Portal
Incident Management
Artificial Intelligence on-premise
How does it work?
Delivering the best so you can close deals faster, InvestGlass is the premier Swiss sovereign platform, tailored for professionals seeking a Non-U.S. Cloud Act Solution.
Fast setup with AI
With our CSV import tool, you can swiftly import your leads and contacts within minutes. Gen AI helps you create sales processes, tags, and workflows.
All-in-one selling on premise or cloud
With InvestGlass, your team can effortlessly prioritise and engage with high-quality leads. It seamlessly integrates with your custodian feed, email and calendar right from the get-go.
Automate outreach with AI
Focus on Automation
InvestGlass is the CRM for companies that care about geopolitical independence while benefiting from modern tools like digital onboarding, artificial intelligence, and powerful portfolio management tools.
Scale with Swiss Sovereignty
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.