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Your investment artificial intelligence
in 8 minutes

InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence. Built for MIFID2, PSD2 & LSFIN.

Bankable & Non-Bankable Aggregation

On-boarding KYC

Premium Feeds

News and Price

MIFID2 Call Reports

CRM + KYC

Content Management System and MIFID2 Budget

Artificial Intelligence & Chatbot

  • Bankable & Non-Bankable Aggregation

  • On-boarding KYC

  • Premium Feeds

  • News and Price

  • MIFID2 Call Reports

  • CRM + KYC

  • Content Management System and MIFID2 Budget

  • Artificial Intelligence & Chatbot

    Why InvestGlass

    Get an overview

    App & Partners

    Made in 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.