What is InvestGlass? InvestGlass is a Swiss sovereign digital platform for banks, wealth managers, asset managers, insurers and other regulated financial institutions. It brings the tools needed to manage the full client lifecycle into one connected environment. With InvestGlass, your organisation can:

• Onboard clients digitally: Build forms, collect documents, capture consent and guide clients through account-opening processes.
• Manage client relationships: Keep client profiles, household structures, communications, meeting notes, tasks and documents in one place.
• Support compliance workflows: Configure KYC, approval, periodic review and audit-trail processes around your organisation’s requirements.
• View portfolio information: Bring relevant client, investment and portfolio data together for a more complete relationship view.
• Automate routine work: Create workflows for follow-ups, document requests, review reminders, task routing and internal approvals.
• Engage clients securely: Provide digital forms, secure document exchange and client-portal experiences under your own brand.
• Personalise marketing and service: Use client data, segmentation and automation to send relevant communications and improve engagement.
• Use AI and no-code tools: Automate selected tasks and adapt fields, forms, dashboards, reports and workflows without rebuilding your systems from scratch.

Why choose a Swiss sovereign platform?

InvestGlass is Swiss owned and hosted, with Swiss infrastructure and an on-premise deployment option for organisations that require more direct control. This sovereign approach can help institutions address data residency, privacy, security and internal governance requirements while keeping sensitive client data in a trusted operating environment.

By replacing disconnected spreadsheets, email threads and systems with a shared client record, InvestGlass helps teams work more efficiently, maintain clearer oversight and deliver a more consistent client experience. Relationship managers, compliance teams and operations staff can collaborate around the same information while retaining appropriate role-based access and a traceable history of activity.

In a nutshell, InvestGlass gives financial services teams one connected workspace to:

• Centralise client information, documents, communications and relationship history.

• Guide digital onboarding, KYC and approval processes with configurable workflows.

• Automate follow-ups, periodic reviews and internal tasks while keeping an auditable record of activity.

• Give relationship managers a clearer view of clients, portfolios and next actions.

Getting started with InvestGlass begins by defining the client journeys, data fields and workflows your organisation needs. You can then import or connect existing client and portfolio data, configure roles and permissions, and set up the onboarding, compliance and service processes your teams use every day.

Once your workspace is ready, relationship managers and operations teams can work from the same client record. You can also provide clients with secure digital forms and portal access where appropriate.

InvestGlass helps you replace fragmented processes with a single view of each client relationship. Your teams can manage opportunities, record interactions, automate routine work and follow up at the right time without moving between disconnected spreadsheets, inboxes and systems.

By combining client data with structured workflows, InvestGlass helps relationship managers spend more time on advice and service. It also gives management clearer visibility into activity, pipeline progress and operational performance.

Yes. InvestGlass is designed for regulated organisations that need to coordinate work across relationship management, compliance, operations and leadership teams. Role-based access and configurable processes help each user see the information and tasks relevant to their role.

The platform is suitable for banks, private banks, wealth managers, asset managers, insurers and other organisations managing complex client structures, multiple approval steps or jurisdiction-specific requirements.

InvestGlass helps you replace fragmented processes with a single view of each client relationship. Your teams can manage opportunities, record interactions, automate routine work and follow up at the right time without moving between disconnected spreadsheets, inboxes and systems.

By combining client data with structured workflows, InvestGlass helps relationship managers spend more time on advice and service. It also gives management clearer visibility into activity, pipeline progress and operational performance.

CRM stands for customer relationship management. In financial services, a CRM is the system teams use to organise client information, manage interactions and maintain a complete history of the relationship.

A purpose-built financial services CRM can also support onboarding, KYC, suitability reviews, document management and compliance records alongside day-to-day relationship management.

A client lifecycle management platform supports every major stage of a client relationship, from the first enquiry through onboarding, service, reviews and ongoing engagement. It connects the people, data, documents and processes needed to deliver a consistent experience.

InvestGlass combines client lifecycle management with CRM, automation and portfolio capabilities so your teams can work from a shared source of information.

InvestGlass can centralise client records, documents, consent and workflow activity to help financial institutions create consistent, traceable processes. Configurable onboarding, KYC, approval and periodic review workflows can help teams complete required steps and retain the supporting evidence.

Detailed activity records and role-based access support internal oversight and audit preparation. Every organisation should configure the platform to reflect its own legal, regulatory and operational requirements.

Yes. InvestGlass is built to adapt to the processes of regulated organisations rather than forcing teams into a generic sales workflow. You can configure data fields, dashboards, reports, forms, approvals and automation around the way your institution operates.

This flexibility helps you support different client types, booking centres, teams and compliance requirements while maintaining a consistent client experience.

InvestGlass can be integrated with existing systems so client and portfolio information can be brought together more effectively. Depending on your setup, this may include core banking platforms, custodians, portfolio management systems and specialist verification or screening providers.

A connected approach reduces duplicate data entry and helps teams work with more current information across the client lifecycle.