Support         Resources         Login

Investors' All-in-One Platform

Integrated wealth advisor platform built to make financial advisory and investing easy for everyone.

What's new at InvestGlass

Check out some of upcoming events and new features.

Live Webinar - The Surprising 
Power of Questions

October 15 - 11 AM - Unlock true sales productivity with InvestGlass on-boarding KYC and call reports functions.

Read More

New connection to Linear Investment - Prime Broker

InvestGlass joining forces with Linear Investment Prime Broker Delivering Unique Turn-Key End to End Investment Solution

Read More

Top 5 Tips to Build a Professional Robot Advisory Website

So you need to build a robot-advisor? Simply follow those simple steps and start engaging your customers with the ultimate investor portal. Create a stunning website today.

Read More

How financial advisors share emotional storytelling?

During this webinar we will explain everything that it takes to succeed in an established and growing independent advisory firm, automate discretionary portfolio management, transmit orders and monitor fees and asset under management progress.

Read More

Are you ready for MIFID2? - Think before your Jump!

The PSD2 and the MiFID2 (Markets in Financial Instruments Directive) are two new European directives that will come into force in 2018. Banks, brokers, independent financial advisors that would think that it is enough to satisfy the new requirements are wrong.

Read More

Workflow optimized to help you save time

InvestGlass offers a streamlined solution for wealth and asset managers.

Digital on-boarding
Banks consolidation
Markets price & news
Investment proposal
Portfolio diversification
Customisable reporting
Risk & compliance
Client facing portal
Trade blotter
Open cloud

Let's get integrated

InvestGlass plays well with fintech friends