All-In-One Investment Management Platform

Built and used by top world's advisory firms

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

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

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.

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.

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.

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.

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.

Leads

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

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.

Chabot

InvestGlass + SwissChatbot, your ultimate automation companion.

Ask financial questions on any channels : website, InvestGlass, Twitter, Facebook Messenger, IOS, Android, WeChat and the machine will answer.

Which are the next callable dates?

Which portfolios have greater CVAR?

What are the latest financial news?

Where can I get the best loan interest?

What is the best insurance policy?

Experience the InvestGlass difference today

Reach out now to try #1 PMS-CRM-CMS-AI for investors

Why InvestGlass

Features Overview

App & Partners

Made in Switzerland 🇨🇭

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

© 2018 InvestGlass SA. All Rights Reserved.

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+41 22 552 03 25
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.