Get Inside Your Clients' Heads

InvestGlass offers a streamlined solution for wealth and asset managers.
On-boarding, CRM, CMS, PMS, MIFID2 LSFIN and more.

Workflow Optimized to Help you Save Time

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

Digital on-boarding
CRM for MIFID2 & LSFIN
Banks consolidation
Markets price & news
Investment proposal
Portfolio rebalancing
Customisable reporting
Risk & compliance
Investor facing portal
Trade blotter

Share Your Ideas With Investors

Our customizable platform helps you to deliver the right message at the right time to the right investor. Save time, money and offer a truly individualized experience to your customers.

Connect Your Apps and Automate Workflows

Connect any fintech app to InvestGlass cloud. Get started with these recommended solutions.

InvestGlass Is a Simple Way to Manage Investments

Investor

25CHF

Monthly payment
Minimum term 1 month

  • Investment Portfolio Tools
  • Price Quotes & News
  • Market Screeners
  • Price Alert

Try for free

Professional Advisors

250CHF

Monthly payment
Minimum term 1 month

  • Investment Portfolio Tools
  • Price Quotes & News
  • MIFID & LSFIN Tools
  • CRM, Reporting & CMS

Try for free

Firms

SAAS

Monthly payment
Minimum term 12 months

  • Investor Portal
  • Banks / Custodian API
  • Order management system
  • Digital on-boarding

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Join Our Community

Complete the application process to become a app or consulting partner.

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Looking for Support?

See how InvestGlass can help, from sales and banker, to investor engagement portal and investment illustration.

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