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Our Plans

Find out how InvestGlass makes investing easy and more transparent.

INVESTOR


CHF 25

per user per month
  • Content management system - CMS
  • Financial data
  • Funds
  • Portfolio
  • Performance
  • On-boarding Form
  • Client relationship system - CRM
  • Leads
  • Call report
  • Risk & Compliance
  • Monitoring

ADVISOR


CHF 250

per user per month
  • Content management system - CMS
  • Financial data
  • Funds
  • Portfolio
  • Performance
  • On-boarding Form
  • Client relationship system - CRM
  • Leads
  • Call report
  • Risk & Compliance
  • Monitoring

FIRMS


SCALABLE

On demand
  • Third-party API
  • Team training
  • Client training
  • Additional markets feeds
  • Client facing portal
  • Bespoke digital onboarding
  • Bespoke template PDF PPT
  • Bespoke trade blotters
  • Bank connectivity
  • Custodian connectivity
  • 8AM-8PM CET Week Days Support

Education & Nonprofit Grants

With a mission is to empower financial leaders globally, we designed our pricing to match all community types and sizes. In addition, we offer limited grant programs for selected nonprofits, universities. You’re welcome to apply.

Not ready for a free trial? Have questions?

Let our sales team help you get the answers you need.
Get in touch at contact@ investglass.com , call tel: +41 022 552 03 26 or schedule a live demo.

Frequently Asked Questions

Have a specific question? Check out our Support Center.

InvestGlass Network Membership Pricing

Join a movement of fellow financial advisors and asset managers looking to shake up the industry

STANDARD MEMBERSHIP


CHF 500

per user per month
  • Find an Advisor Profile
  • Marketing Support
  • Media Requests
  • Study Groups
  • Peer to Peer Networking
  • Exclusive Events Networking
  • How-To Guides and Templates
  • Review of Website/Ebook/Blog/Course
  • Media PR Coaching

MULTI-MEMBER FIRM*


CHF 250

per user per month
  • Find an Advisor Profile
  • Marketing Support
  • Media Requests
  • Study Groups
  • Peer to Peer Networking
  • Exclusive Events Networking
  • How-To Guides and Templates
  • Review of Website/Ebook/Blog/Course
  • Media PR Coaching
*Per month per additional member when the multi-member firm option is an add-on to standard membership.