InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, PMS, and artificial intelligence
with an open community of technological partners built for bankers, family officers, asset managers in Switzerland, Europe and Asia in times of opportunistic regulations MIFID2 and PSD2.
InvestGlass aims at supporting wealth advisors daily activities. Robots are killing bankers business but we won't let this happen. Do you know why? Because InvestGlass empowers wealth advisors to serve their customers smarter and faster than any robots.
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.
InvestGlass SA is a Swiss incorporated company based in Plan les Ouates, Geneva. Our developers are based in Geneva, our entire platform is designed locally and is hosted in Swiss bank level security servers.
InvestGlass is key for assessing suitability and appropriateness, managing client assets, pre advice, best execution or reporting on transactions.
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.