Support         Resources         Login

Top 5 Tips to Build a Professional Robot Advisory Website

For more information please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.

Call us: +41 22 552 03 26

 

New - Fully Customizable Digital Customer Engagement

Launch it Today

InvestGlass provides a comprehensive, beautiful and modular digital customer engagement orchestration platform to manage digital interactions at anytime.
Digital onboarding and origination is simply a “must have” for any modern wealth and asset managers. If you want to share investment proposals, custodied accounts, videos, PDF, InvestGlass digital solution is the ultimate feature to keep your digital clients.

InvestGlass offers a beautiful and modular turn-key solution to fully digitalize your customer on-boarding, reducing 70% cost and 90% time by automating paper and manual distribution.

Key to Empowering

Follow this step by step experience - no programming is needed.

Your branded website

Onboarding Solution #1 from your website

Onboarding Solution #2 within your branded InvestGlass for private access

Client login from your website

Logo, colors, background customisation

Widget blocks customisation

Client landing page

Client portoflio overview

Client Portoflio news and more

Start opening more accounts today

What's new Summer 2018

New Features - Summer 2018

We create an all round experience for your business

Later in Spring , we improved the portfolio management system with a performance - time weighted average system, anti-money laundering flags and the introduction of a new asset class crypto currencies and ICO. InvestGlass portfolio management system is now ready to satisfy institutional-grade portfolio construction and rebalancing. We improved the client relationship management system with additional KYC fields and a new relation feature. Relation aims to link your contacts into company / trust / family. This CRM feature is particularly interesting for asset managers and brokers. Specially made for financial advisors and asset managers looking to share content with their customers we improved two features: The “storytelling filters” to spot the right story to share with the right investor at the right time. More digital portal customization, where you can choose which widget to share with employees and clients’ groups.

SCHEDULE A LIVE DEMO

Try it

Don’t have an account yet? Sign up for a 14-day free trial.

SCHEDULE A LIVE DEMO

GET STARTED FREE

Continue reading

InvestGlass Live Webinar - for NEW USERS

Calling all new InvestGlass users! Join us next Tuesday, 24th, webinar at 10:00 a.m. CET, to learn the ins-and-outs of InvestGlass most commonly used apps. We will share our latest development for GDPR, MIFID2 and Swiss LSFIN. See you next week!

Sign up here

Sign up here