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The Best Way to Invest

Integrated Wealth Advisor Platform built to make advisory and investing easy for everyone.
Increase productivity with all your sales communication in one place.

What's new at InvestGlass

Check out some of upcoming events and new features.

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.

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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.

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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.

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Workflow optimized to help you save time

Markets price & news
Portfolio diversification
Trade blotter
Investment proposal
Reporting
CRM and CMS
Risk & compliance
Client facing portal
Digital on-boarding
Consolidation
Leads
Fintech open cloud

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