InvestGlass is committed to improve professional investors' workflows. Providing superior tools
backed with artificial intelligence is the key to improve return on asset and compliance
All-in-One Sales Platform
With more than 40 core functions InvestGlass is empowering your whole sales cycle.
Definition of goals, risk and providers. Improve your results and compliance screening.
Engage smarter and faster - we have the markets covered. Deliver a genuine service to each client and we assure you that your conversation rate will increase.
CRM + Portfolio Diversification & Consolidation
A pure B2B solution for discretionary portfolio management or advisory. Apply pre-advice check and generate branded investment proposals. Aggregate portoflio "synchronised-night batch" and "simulated" to offer an agnostic view of your clients holdings.
Artificial intelligence powered up leads to follow-up in a timely manner so that you can qualify them quickly.
Investment proposals can be branded with your logo, corporate colours and appropriate disclaimers.
Client Facing Portal & Call Report
Delivering the right financial information at the right time while respecting the suitability rules is a daily challenge for advisory desks. InvestGlass has been built by advisors for advisors looking for a time saving platform.
Trade Blotter & Breach Flagging
Generate pre-trade checked - compliant trade blotters with master and child constituents.
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.