Do more with less

Choose your plan. Get started today. Make investment smarter and more compliant.

Basic Professional Plan

CHF or USD 50

Per user / month

  • Basic price feeds and financial news
  • Full-Featured Mobile CRM
  • Research CMS for MIFID2
  • On-boarding forms
  • Portfolio Template
  • Trade Blotter
  • Rebalancing, suitability and appropriateness tools
  • Reporting tools
  • Client Facing Portal
  • App Exchange
  • API access
  • 24/7 Support

Get in touch

Premium Enterprise Plan

CHF or USD 850

Per user / month

  • Basic price feeds and financial news
  • Full-Featured Mobile CRM
  • Research CMS for MIFID2
  • On-boarding forms
  • Portfolio Template
  • Trade Blotter
  • Rebalancing, suitability and appropriateness tools
  • Reporting tools
  • Client Facing Portal
  • App Exchange
  • API access
  • 24/7 Support

Get in touch

Any other questions? Give us a call 0041.22.552.03.26

Frequently Asked Questions

How does the pricing work?

You're charged a monthly subscription fee based on your account's plan. You will be invoiced at the end of your 14 day trial period if you use Paypayl Visa system. All prices listed are in CHF Swiss Francs. Please do not hesitate to contact us for price quotations in other currencies.

Is there a free plan?

You can apply for a 14 days trial period for free for the Premium and Professional Plans. Corporate Deals for over 10 users benefit from special conditions.

Do you provide a premium support?

Yes, we do! All Professional licences include a dedicated account manager.

Can you invoice me?

Yes, we can! We offer invoicing for professional plans and corporate deals. Please contact us for more details at contact @ investglass.com or Call us: +41 22 552 03 26

What happens when my trial ends?

When your trial ends, you can pick the plan that best suits your needs. All our plans come with various usage limits to ensure the integrity of our service offering. InvestGlass is an out-of-box solution.

Where can I find further instructions?

Please check the support page.

What are custodial feeds?

InvestGlass integrates with a large number of direct custodial feeds. Portfolios directly managed by advisors, financial planners, and broker dealers are updated with nightly syncs. (night batch). InvestGlass normalizes feeds to provide a single source for multi-custodial businesses.

Why switch from your CRM?

InvestGlass is simple, web-based, purpose-built CRM software for financial professionals.

Simple Migration

Painless process for easy data transfer. Reactive support if needed as well as a detailed handbook.

Modern Design

Sleek interface. Intuitive workflows. Customizable to fit your corporate branding (logo, background, investment illustration templates).

Effortless CRM CMS and A.I.

No training required to leverage InvestGlass Artificial Intelligence. Smart views, filtering data and spotting leads opportunities are pre-programmed.

Is it cheaper to build a CRM in-house than pay licensing fees?

Sales! It's not just about capturing data... you need to quickly analyse it and present actionable insights.

Yes, constructing a customised CRM from scratch is possible for companies but reality of building, executing and maintaining is another story.

5 Common in-house CRM mistakes

  • Maintenance and downtime
  • Bugs and lack of testing
  • Little updates
  • Staff training
  • Time to market

See the InvestGlass difference.

Full-featured 14-day trial. No credit card required.

Quick Links

Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.
Call us: +41 22 552 03 26
Chemin du Pré-Fleuri 3
1228 - Plan-les-Ouates Suisse
InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations. 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. This website is using cookies. By using this website you agree to the following Terms of Service.