What's New to InvestGlass In May?

As you know InvestGlass is very active in the U.K. and we reassure you that we will maintain our Genius Bar events in sunny London. We ❤ you Brits! May is rich with new partners and events. See you soon!
Genius Bar - For members only

- Geneva - May 9 - 5pm - Genius Bar Afterwork - Avez-vous le bon CRM pour la LSFIN? with InvestGlass

- London - May 22 - 5.30pm - Genius Bar Afterwork - Why voice recording is key to drive sales success? with Via.co.uk and InvestGlass.

- London - May 23 - 6pm - L39 - The Future of Fintech: What Role will AI Play? hosted by the Embassy of Switzerland.

Book your seat below!






InvestGlass Features

- 📦Vault - Record any documents and share them with your clients.

- 📞Record Transactions + Call Report + Phone Call all at once to enforce a compliant sales track.

- 👁Free Widget builder - Design and build your own customised investor portal.





New Fintech Partners

- Crypto Compare - Looking crypto prices into your portfolio management tool.

- Gentwo - Build Swiss ISIN for any asset.

- Sina - Nurture your portal with financial news in Chinese.

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