Good Is Not Enough

Monitor and Aggregate Bankable and Non-Bankable Assets

Features & Benefits

Increase productivity with all your sales communication in one place.

Make More Informed Decisions

Navigate complex ownership structures and better understand your exposures so you can make more informed investment decisions.

Provide A Customised Experience

From anywhere, deliver reporting for family members and stakeholders.

Enhanced Privacy

InvestGlass is hosted in Swiss private banking security level servers. Name Pseudonym and Tocken ensures confidentiality, integrity, and privacy of the data managed on InvestGlass.

Save Time And Money

InvestGlass streamlines and automates investment process offering your family a comprehensive view of any portfolio.

InvestGlass - a turn-key solution for family office

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.

Provide High-Touch Client Service

Personal Relationship Management platform

Risk Analysis

Branded Client Portal

Setting long-term financial and inheritance strategies

Consolidated reports on all assets and performance monitoring

Wow, that’s probably the best piece
of software that I’ve ever seen

Aggregate and consolidate your financial information by streamlining and optimizing operations across data : private equity, funds, collectible, art, and trusts. Deserve a better investment insight and keep everything private and secure.

InvestGlass Headquarter

Chemin du Pré Fleuri 3, 1228, Plan les Ouates, Switzerland
0041 22 552 03 26

Quick Links

Contact Us

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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.