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Open to anyone that deals with advisory, financial compliance, and bank marketing - no coding knowledge required. Runs weekly.

French elections 2017! How to hyper target your advice?

Making sense of MIFID2 in lead generation?

Mass portfolios rebalancing - Faster and Smarter

Discover AI for bankers

Special Discrétionnaire et Conseillée InvestGlass

Tirer profit de MIFID2 avec InvestGlass

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Call us: +41 22 552 03 26
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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.