AI in WealthTech – Future of Money series – 2nd edition

AI in WealthTech – Future of Money series – 2nd edition

Shanghai – Beijing – Hong Kong

Come and join to learn about Swiss and Chinese AI in FinTech savoir-faire and new cutting edge technologies. Academics and opinion leaders will share and debate their point of views in a panel discussion.

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Date / Place

Shanghai 9 April 2018 6:00 – 9:00pm JadeValue 9F, 18 Dongyuan Road, Lujiazui Registration>> Beijing 10 April 2018 6:00 – 9:00pm naked Hub@Sanlitun 5F, 2A Worker Stadium North Road, Chaoyang District Registration>> Hong Kong 11 April 2018 6:00 – 9:00pm UBS Digital Hub 20F, 1, Peking Road, Tsim Sha Tsui, Kowloon Registration>>

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MIFID2 - Think before your Jump



Are You Suffering
from Information Overload?


December 5nd, 2016

The PSD2 and the MiFID2 (Markets in Financial Instruments Directive) are two new European directives that will come into force in 2018. Banks, brokers, independent financial advisors that would think that it is enough to satisfy the new requirements are wrong. The directives trigger fundamental changes. Strategic thinking is essential.
The implementation of the revised Markets in Financial Instruments Directive (MiFID II) in January 2018 means that firms operating within the European Union will be forced to spend much of next year preparing a strategy for the new regulatory landscape.

Regulatory technical and implementing standards in a pyramid



Filtering information is now mandatory. Professional investors must share the right information to the right client in the right time and with respect to suitability and appropriateness. Effects will be mixed and certainly positive for independent research providers. Independents managers or research providers dedicated to increasing transparency and efficiency in the investment research space have already begun to fragment the European marketplace.
At InvestGlass, we believe the quality of research produced will increase, not decrease as the research landscape shifts towards independent research providers and managers. Read more ESMA - MiFID (II) and MiFIR


How can InvestGlass help me? We connect information pipes for you.

Following the European regulation on prospectus, InvestGlass offers the possibility to access Morningstar premium feed (additional cost may occur.) Alternatively, InvestGlass content management system offers the possibility to upload corporate prospectus in several languages and available in different countries of distribution.
Client interactions can be stored on the platform via call reports including all relevant information, to ensure that the circumstances in which the advice were given are recorded.


How to control 3rd-party stocks research distribution?

New MIFID rules mean banks will in future be prohibited from giving away research free to clients in return for trading commissions, and investors will have to vet the quality of research and pay for it separately. With InvestGlass, large institutions, can filter content to each client with respect to information properly sourced.

Request our sales teams today for a demo!

Call us: +41 22 552 03 26


InvestGlass welcoming CDDS - leader in AML, sanctions detection.

InvestGlass welcoming CDDS - leader in AML, sanctions detection.




New Partner

InvestGlass is glad to announce its new partnership with CDDS Luxembourg SA. As an entity subject to the AML/CTF regulation, you are facing increasing and strictly enforced compliance rules and you are being asked to comply therewith. To do so, you need to run a complete analysis of your global AML/CTF risk. This is what we call customer due diligence (CDD) or know-your-customer (KYC)



CDDS and InvestGlass provide a wide range of solutions that allow the screening of your client's names against the worldwide black lists, official sanctions list and PEP (Politically exposed persons) list. Our solutions enable you to run your namecheck against the following lists.


Please note that the list catalogue will evolve from time to time. For information about the updates, contact CDDS via email at This email address is being protected from spambots. You need JavaScript enabled to view it. with object: CDDS list catalogue


 About InvestGlass


Founded in 2014, InvestGlass is a Swiss-based, white-labelled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal.

About CDDS


Founded in 2009, CDDS is a 100% independent Luxembourg company. Based in Luxembourg, Geneva and Malta and supported by a network of partners and resellers around the world, CDDS offers AML solutions to best help professionals meet their obligations.
Since its creation, CDDS has become one of the leaders of the Luxembourg market and supports an international clientele. Our dedicated solutions by sector of activity are today adopted by Trustees, Asset Managers, Lawyers, Domiciliation Agents, Banks, real estate groups, Gaming or payment companies, Insurance companies ...


Speak with us

What's new January 2018



Speed up sales by 30% with Account Aggregation & ChatBot
During this 30 minutes webinar - discover InvestGlass from basic to advanced functions. Setup your company and clean your data for your first import / migration / aggregation. You will learn how to use InvestGlass for asset management, advisory and banking roles.  

If you can't make it to the live session, sign up anyway and we will send you the recording. ?
Free Webinar - January 26th -> 11 AM in English and 11.30 AM en Français.

with GotoWebinar
PC-based attendees - Required: Windows® 8, 7, Vista or XP
Macintosh®-based attendees - Required: Mac OS® X 10.6 or newer
11:30 - FRANCAIS

Creative Global Investments - Research Services
Creative Global Investments LLC (CGI) was founded in 2002 by Carlo R. Besenius and team of specialized investment professionals with significant institutional experience in the global financial services industry.

Add to your InvestGlass account top notch economics, equity, global macro, fund research services and more... 
Contact Creative Global Investments

Neuroprofiler is a behavioral finance game that allows financial advisors to evaluate their client investor‘s profile in line with new European requirements; specifically the directive MiFIDII...

Add to your InvestGlass account the most user friendly on-boarding risk assessment tool. 
Contact Neuroprofiler

We look forward to seeing you at Paris Fintech Forum - January 30-31 in the famous Palais Brongniart - Paris Bourse. Come to find us on InvestGlass booth but also at an artificial intelligence round table moderated by IBM Paolo Sironi! ?

More than 2500 people will attend this Forum! We look forward to seeing you too!

We will stay in Paris the whole week if you wish to meet with us for a face to face meeting.
Book a Meeting



Nous accueillons PrimeRadiant, solution automatisée d'allocation d'actifs pour les investisseurs professionnels, directement connectable à votre plateforme InvestGlass! 

PrimeRadiant se distingue par une mécanique exclusive de : 
• Construction de portefeuilles sur-mesure. 
• Gestion et contrôle des risques personnalisés. 
• Communication intégrée à la gestion.

Vous choisissez : 
• L’univers d’investissement, les fonds, les classes d’actifs et thèmes que vous voulez privilégier pour vos clients. 
• La manière dont les portefeuilles sont gérés, et le gérant-pilote qui guide les allocations le cas échéant. 
• D’intégrer ou non un module de contrôle des risques autonome pour plus de sécurité. 
• La vitesse de rotation des portefeuilles.

"InvestGlass avec PrimeRadiant c'est l'association des meilleurs robots de vente et d'allocation d'actifs."
Eric Mookherjee, Stephane Mysona
Co-fondateurs de PrimeRadiant