Make a big deal of it
Swiss CRM PMS E-banking trusted by wealth and asset managers
scales to meet the needs of any business.

The InvestGlass for financial services approach

Acquire Customers

Qualify more investors automatically and close more deals around the clock with digital on-boarding, document ID verification and facial biometrics.

Engage Customers

Send hyper targeted investment solicitations to each investor, so they get the most out of your advisory, private equity or banking services.

Support Customers

Provide hyper-personalised suggestions at scale with a built-in artificial intelligence improving relevancy and suitability for MIFID and FIDLEG.

All-in-one cloud solution

  • Digital on-boarding
  • CRM ready for audit trails
  • Market price and news
  • Portal - Ebanking
  • Reporting tools
  • Risk monitoring
  • Bank consolidation
  • Sales pipeline and monitoring

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.

Seamless compliance integration into your sales cycle

Connect InvestGlass to your favorite apps

Improve your workflows and boost your productivity by connecting to our open API and widget builder.

InvestGlass Is a Simple Way to Manage Investments



Monthly payment
Minimum term 1 month

  • CRM, CMS, PMS, Vault
  • MIFID & FIDLEG Tools
  • Rebalancing DFM tools
  • E-banking Portal


Minimum term 12 months

  • Customisable Reporting
  • API Connection
  • Two-factor authentication
  • E-banking Portal

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