Empower your Brand with InvestGlass Solutions
Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
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InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
We’ve Got You Covered
Digital onboarding
Collect data with digital forms. Engage your audience with targeted surveys.
Flexible CRM
Customize your CRM based on your business process.
Swiss Hosting
By default on Swiss Server in Geneva. Option on premise for large companies.
Marketing
Know your prospects and customers, using powerful artificial intelligence.
Sales pipeline
Manage leads and deals into customisable pipelines.
Transactions
Grow revenue with ecommerce, banking and trading solutions.
API Connection
Connect your applications and automate workflows with an open API.
Client Portal
Engage your clients with branded portal and applications.
We’ll Show You How It’s Done
Each week InvestGlass teams organise webinars and training to make sure that your will make the most out of your digital suite.
Manage all fintech in one place
Get started fast with customisable templates – or create your own process. InvestGlass is used by private banks, asset managers and private equity firms connecting all applications together to create efficient process.
Recent Features
Swiss made
- Travel Request
- Custom buttons and links
- Marketing automation
- Client risk forms
Success Stories
“We use the pipeline view to generate new leads and match selected funds to the right investors. InvestGlass is perfectly suited for sales looking to automate their sales process while keeping track of team real efforts.”
“Our company has oversight of all investment distribution, whether advisory or discretionary, to ensure that all regulatory and operational standards are adhered to in the best interest of investors. We input our models into InvestGlass and rebalance the portfolios; generating a master trade blotter with one click.”
“We needed sophisticated onboarding forms to respect financial regulations. InvestGlass offers full flexibility for digital, paper and mix onboarding. Answers are directly stored into our server and the CRM controls records certification and audit.”