Be the First
to Convince
The only Swiss CRM built for wealth and asset managers to offer digital on-boarding form, CMS, PMS, MIFID2 LSFIN tools and customisable e-banking.

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

Integrated wealth advisor platform built to make financial advisory and investing easy for everyone.

Digital on-boarding
CRM for MIFID2 & LSFIN
Banks consolidation
Markets price & news
Investment proposal
Portfolio rebalancing
Customisable reporting
Risk & compliance
Investor facing portal
Trade blotter

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.

Connect InvestGlass to your favorite apps

Now improve your banking workflows and boost your productivity by connecting to our API.

InvestGlass Is a Simple Way to Manage Investments

Pro

250CHF/€

Monthly payment
Minimum term 1 month

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

SAAS

Monthly payment
Minimum term 12 months

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

Made in Switzerland. Investing made simple

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