PURPOSE, MASTERY, AUTONOMY

Cut the Crap Go!

Modern tools for every advisor

InvestGlass is the most complete sales automation solution. Focusing on 4 key performance indicators:

Increase Net New Money

Ignite Pro-Active Leads

Enabling Marketing Efficiency

Enhance Fee / Human-Time Ratio
"I used to ask myself which client to call first... wasting couple hours each days. Now we can not imagine our world without InvestGlass. InvestGlass spots the next lead for me. "
Ana Muller, asset manager firm london

The sales Growth Challenge

Without tools and processes to help them, sales representative spend an average of 70% of their time searching for leads.

Sell the right investment idea at the right time

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 enforcement.

At the heart of the platform is InvestGlass "Artificial Intelligence", our big data, predictive analytics leverages your data collection of sales interaction to help your team do their jobs better and more efficiently.
InvestGlass aims at supporting sales advisors daily activities. Robots are killing our business but we won't let this happen.

Do you know why?

Because InvestGlass empowers people like you to serve their customers smarter and faster than any robots.
Alexandre Gaillard, CEO & Founder

Special Features

Enterprise

  • Leads - Hyper targeting
  • Bulk email campaign
  • Smart filters - KYC
  • Marketing efficiency reporting
  • API connection

Sell More, Faster

Tags and filters help you personalize and mass produce investment illustrations.

Know Your Target

Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships.

Stay Organized

Stop using Excel. Smart Lists help you segment and filter your opportunities in real-time.

Get Started in minutes

Developed for bankers
by Swiss bankers.

Watch First

The fastest way to learn.

Watch a video

Book a demo

Book a 20 min remote demo.

Book a demo

Test drive

One of our team will reach out too.

Try it free

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.