Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal.
InvestGlass aims at supporting wealth advisors daily activities. Robots are killing bankers business but we won't let this happen. Do you know why? Because InvestGlass empowers wealth advisors to serve their customers smarter and faster than any robots.
Our customizable platform helps you to deliver the right message at the right time to the right investor. Save time, money and offer a truly individualized experience to your customers.
InvestGlass SA is a Swiss incorporated company based in Plan les Ouates, Geneva. Our developers are based in Geneva, our entire platform is designed locally and is hosted in Swiss bank level security servers.
Engage smarter and faster - we have the markets covered. Deliver a genuine information service to each client and we assure you that your conversation rate will increase.
Stop using Excel and old CMS. InvestGlass CRM and CMS aggregate data which matters. With InvestGlass CRM, you gather contact information, KYC, mandate, investment preferences. With the CMS, content can be published easily and efficiently. You keep control on who can access which piece of PDF, video.
Flag dozen breaches : concentration breach on a portfolio and security level, suitability, appropriateness, non-compliant securities, volatility, CVAR, price daily variation, money laundering flags and more.
Through the APP or a chatbot - define investment goals, risk and providers.
Aggregate and consolidate your financial information by streamlining and optimizing operations across data : private equity, funds, collectible, art, and trusts. Consolidation is based on uploaded data or manually imported transactions.
Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships.
Your message should be heard. With 80% open rates Chatbot is the best place to make that happen. Yes, you heard us right, eighty per cent open rates, that`s x4 better than email. Automate repetitive tasks and questions, low added value process and query InvestGlass API - the ultimate automation!
First tag securities with your own symbology-tags and select your layout to generate a truly bespoke reporting for bankable or non bankable securities. Logo, colours, disclaimers can be changed without programming to respect you corporate branding.
Once portfolios are "synchronised through a night batch" or "simulated" you can apply a Model portfolio to spot drifting portfolio and rebalance them in one click. InvestGlass generates a child and master trade blotter.
Grant access to your investors thanks to a token - "anonymous system".