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.
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.
InvestGlass Is a Simple Way to Manage Investments
250CHF/€
Monthly payment
Minimum term 1 month
CRM, CMS, PMS, Vault- MIFID & FIDLEG Tools
- Rebalancing DFM tools
-
E-banking Portal
SAAS
Pay-as-you-go
Minimum term 12 months
Customisable Reporting- API Connection
- Two-factor authentication
- E-banking Portal
Get Started Today
