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Pricing that fits your needs

Choose the perfect plan to optimise your customer relationships and fuel business growth

This edition requires an annual contract. This page is provided for information purposes only and is subject to change. Don’t know what to choose?
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Swiss Cloud first

Introducing the InvestGlass Automation Suite.

Boost your growth by utilising top-tier, integrated sales solutions on a unified platform, and benefit from savings of up to 49%*. 

Prices begin from CHF 50 per user per month.

* For further information, please reach out to our sales team.

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Extend the power of InvestGlass Sales Cloud with impactful add-ons

InvestGlass GPT Sales Cloud

Boost sales team productivity with AI. Harness the power of InvestGlass GPT, with a limited number of credits available through Sales Cloud Unlimited Edition.

CHF 699 /user/month

Contact Sales

Bank/ Custodian Import

InvestGlass is set to develop a seamless import script, enabling a smooth connection of your portfolios to the InvestGlass portfolio management system.

Starting from CHF 1000

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Connect to Partner API

Integrate InvestGlass with third-party APIs to supercharge your channel sales and optimise partner performance effortlessly. 

Starting from CHF 500

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Revenue Optimization

Leverage InvestGlass Revenue Cloud to establish seamless connections with your revenue management processes and expedite the generation of new streams.

Starting from CHF 1500

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    Here are a few questions answered for you

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    How much does Sales Cloud cost?

    InvestGlass Sales Cloud pricing varies depending on the edition, number of users, and add-on products. The standard edition starts at CHF 50 per user per month. Contact us to discuss your specific business needs and use cases.

    Are there upfront costs or additional fees?
    InvestGlass offers a diverse range of add-ons, apps, and supplementary products that enable your company to maintain a competitive edge in your industry. We invite you to get in touch with us, so we can have a detailed conversation about the specific products you wish to integrate and how our solutions can support your goals effectively. Let’s discuss how we can assist you in staying ahead in your industry. Contact us today!
    What if my business priorities and product needs have changed?

    At InvestGlass, we understand that unforeseen challenges can arise, and we are committed to providing the best possible support to overcome them. If you encounter any difficulties or have specific requirements, don’t hesitate to contact us. Let’s discuss the options available to find the most suitable solutions for your needs. Our team is here to help and support you through any situation. Contact us today, and together, we’ll navigate through it all.

    Do InvestGlass products integrate with outside applications and systems?
    Yes, InvestGlass products are designed to integrate seamlessly with various outside applications and systems. The integration capabilities of InvestGlass allow you to connect your data efficiently. In most cases, InvestGlass products offer direct integration with many external applications and systems, simplifying the data sharing process.
    Is there a free trial available?
    Yes you can benefit a 14-day trial.
    Can I upgrade my subscription later?
    Yes you can!
    How long are your contracts?

    InvestGlass offers a variety of subscription terms for its products, and while most products typically operate on annual contracts, the specific terms can vary based on your requirements and preferences.