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Accounts aggregation

Link all of your accounts for a complete picture of your financial assets.

KYC account opening

Facilitate accounts opening with your clients without cumbersome paperwork.

MIFID2 intuitive dashboard

Give your clients a fully digital and compliant investing experience.

Next-generation investment software for you

Onboarding

Onboarding

Through the APP or a chatbot - define investment goals, risk and providers.

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Markets

Markets

Engage smarter and faster - we have the markets covered. Deliver a genuine information service to each client and we assure you that your conversation rate will increase.

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CRM and CMS

CRM and CMS

Stop using Excel and old CMS. InvestGlass CRM and CMS aggregate data which matters. With InvestGlass CRM, you gather contact information, KYC, mandate, investment preferences. With the CMS, content can be published easily and efficiently. You keep control on who can access which piece of PDF, video.

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Consolidation

Consolidation

Aggregate and consolidate your financial information by streamlining and optimizing operations across data : private equity, funds, collectible, art, and trusts. Consolidation is based on uploaded data or manually imported transactions.

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Portfolio Diversification - Robot Advisor

Portfolio Diversification - Robot Advisor

Once portfolios are "synchronised through a night batch" or "simulated" you can apply a Model portfolio to spot drifting portfolio and rebalance them in one click. InvestGlass generates a child and master trade blotter.

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Risk & Compliance

Risk & Compliance

Flag dozen breaches : concentration breach on a portfolio and security level, suitability, appropriateness, non-compliant securities, volatility, CVAR, price daily variation, money laundering flags and more.

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Leads

Leads

Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships.

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Investment Proposal and Reporting

Investment Proposal and Reporting

First tag securities with your own symbology-tags and select your layout to generate a truly bespoke reporting for bankable or non bankable securities. Logo, colours, disclaimers can be changed without programming to respect you corporate branding.

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Client Facing Portal

Client Facing Portal

Grant access to your investors thanks to a token - "anonymous system".

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Call Report

Call Report

Keep track of sales pipeline and deals with InvestGlass while staying connected to the markets key information.

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Your bank A.I. in 8 minutes

InvestGlass is the only sales automation solution that gathers a powerful CRM, CMS, KYC and A.I.

Why InvestGlass

Features Overview

App & Partners

Made in Switzerland 🇨🇭

InvestGlass SA
Chemin du Pré-Fleuri 3,
1228 Plan-les-Ouates
Switzerland

© 2017 InvestGlass SA. All Rights Reserved.

InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence 

and an open community of partners for bankers, family officers and asset managers 
in Switzerland, Europe and Asia in an area of complex regulations MIFID2 & PSD2.