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What is InvestGlass?

It's #1 Swiss CRM or client relationship management platform. InvestGlass is hosted in Geneva, Swizerland.

Bank, Broker, Fiduciary

InvestGlass has pre-built workflows to help you grow faster in a digital world.

Remote Work - COVID19

Connect your team and client with InvestGlass so you can continue to collaborate in one easy-to-use platform, wherever you are.

Simple and Intuitive Customer Journey

Web Forms - Acquire Customers

Qualify more investors automatically and close more deals around the clock with digital on-boarding, document ID verification and facial biometrics.

CRM - Enjoy Customers Engagement

Send hyper targeted investment solicitations to each investor, so they get the most out of your advisory, private equity or banking services.

Portal & API - Automate routine work

Provide hyper-personalised suggestions at scale with a built-in artificial intelligence improving relevancy and suitability for MIFID and FIDLEG.

Over 1500 professionals are growing

their business with InvestGlass.

Together let's see how InvestGlass can help grow your business

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2 rue de jargonnant, 1207, Genève, Suisse

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