Be the First
to Convince
The only Swiss CRM built for wealth and asset managers to offer digital on-boarding form, CMS, PMS, MIFID2 LSFIN tools and customisable e-banking.

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
Professional Advisors

250CHF

Monthly payment
Minimum term 1 month

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

SAAS

Monthly payment
Minimum term 12 months

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

Investing made simple. Try it for free.

Integrated Wealth Advisor Platform. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice.All Rights Reserved © Copyright 2019 InvestGlass SA