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Choose the plan that works for you

Investor

25CHF/€

Monthly payment
Minimum term 1 month

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

Try for free

Professional Advisors

250 CHF/€

Monthly payment
Minimum term 1 month

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

Try for free

Firms

SAAS

Monthly payment
Minimum term 12 month

  • 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

Try for free

Frequently Asked
Questions

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.

Is my data safe?

Is my data safe? We run InvestGlass on SafeHost and our servers are located in Geneva, Plan-les-Ouates, Switzerland. SafeHost infrastructure has been architected to be one of the most secure cloud computing environments available on the planet.

As well as the security features built into the SafeHost service, we employ:

- 128-bit SSL encryption for all data transfer on the platform and forms
- Daily backups of all your data, in case anything goes wrong
- Security protocols in all our work premises

How much coding knowledge is required to use InvestGlass?

Rien du tout. None. Building InvestGlass models, on-boarding forms or A.I. is as easy as dragging and dropping data and questions where you want them.

We provide you with the code and link you’ll need to embed or share your on-boarding forms, and it’s super easy to view and export your data. You don’t need to write a single line of code!

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.