Simple Plans for Everyone

Pro

250CHF/€

Monthly payment
Minimum term 1 month

  • CRM, CMS, PMS, Vault
  • MIFID & FIDLEG Tools
  • Rebalancing & Reporting tools
  • E-banking Portal
Enterprise

SAAS

Pay-as-you-go
Minimum term 12 months

  • Customisable Reporting
  • API Connection
  • Two-factor authentication
  • E-banking Portal

Frequently Asked
Questions

How secure is InvestGlass?

InvestGlass SA is hosted in Swiss bank level security servers in Switzerland. As Security is our priority, we also have additional security layers, including:
Encrypted password (minimum length 8 characters);
Automatic logout;
Anonymous Tokenisation of access with InvestGlassID;
Symantec Class 3 Extended Validation SHA256 SSL CA, ECDHE_RSA as the key exchange mechanism;
TLS 1.2 Connection Type;
and Daily database backup with our Swiss Server.
Clients personal information (full name, email, telephone, address) is not mandatory to use InvestGlass – only a pseudonym is required.

Our Clients

Multi EAM Platform

Geneva

Prime Broker

London

Private Equity

London

Broker

Athens

Institutional Broker

Hong Kong

Asset Manager Long Only

London

Wealth Manager

Paris

Structured Product Manufacturer

Zurich

Prime Broker

Singapore
Clients

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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