Revolutionize
Your Deal Flow with InvestGlass
Effortless Onboarding, Seamless Management.
Digital Onboarding and Signature
InvestGlass’s digital onboarding and digital signature feature streamlines the client onboarding process, ensuring a smooth and paperless experience. Clients can easily complete forms and sign documents electronically, enhancing efficiency and reducing delays. This feature is fully compliant with regulatory standards, providing a secure and seamless onboarding process.
Swiss Neutral CRM and Pipeline
Our Swiss Neutral CRM and pipeline tool is designed to meet the highest standards of data privacy and security. It offers a comprehensive view of client interactions, enabling personalized service and efficient deal flow management. The neutral stance ensures unbiased data handling, fostering trust and compliance with Swiss regulations.
Calendar Tool and Automation
The calendar tool in InvestGlass provides robust scheduling capabilities, integrating seamlessly with your existing systems. Automation features allow for automatic meeting reminders, task assignments, and follow-ups, ensuring no opportunity is missed. This tool enhances productivity by keeping your team organized and proactive.
Powerful approval process
InvestGlass’s approval process feature simplifies decision-making by streamlining approval workflows. Customizable approval paths ensure that all necessary checks are performed before a deal progresses. This enhances governance and compliance, reducing the risk of errors and ensuring that all actions are thoroughly vetted and approved.
Client Portal
The client portal offers a secure and intuitive interface for clients to access their information and interact with your services. Clients can view their portfolio, track progress, and communicate directly with their advisors. This feature enhances transparency and client satisfaction by providing easy access to crucial information and support.