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InvestGlass, Geneva, Switzerland

Because your time is money

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.

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.

We see our job as simplifying yours

Client Facing Portal

Delight your customers with your branded portal. Offer direct access to portflio, research, MIFID2 flags, live chat and more. You can customize your portal with no programming.

Consolidation

Aggregate and consolidate your financial information by streamlining and optimizing operations across data : equities, bonds, forex, private equity, funds, collectible, art, and trusts. Consolidation is based on automatic data upload - flat file & API or manually imported transactions.

Risk & Compliance

Flag dozen breaches : concentration breach on a portfolio and security level, suitability, appropriateness, money-laundering threshold, non-compliant securities, volatility, CVAR, price daily variation, money laundering flags and more.

Leads & Call Report

Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships. Interactions are stored into MIFID2 compatible call reports.

Digital Onboarding

InvestGlass lets you engage new prospects and take them through a simple and seamless onboarding process over mobile. Answers are collected into InvestGlass CRM.

Robot rebalancing for SMA

For separately managed accounts, InvestGlass has the most efficient rebalancing tool. Inject your model portfolio, link customers’ portfolio to custodians feed and InvestGlass generates trade blotter for all portfolio at once at the format of your order management system.

CRM and CMS

Stop using Excel and old CMS. InvestGlass CRM and CMS aggregate data which matters. With InvestGlass CRM, you gather contact information, KYC, mandate, MIFID2, investment preferences. With the CMS, content can be published easily and efficiently. You keep control on who can access which piece of PDF, video.

Artificial intelligence

Save time. InvestGlass filters client KYC, markets, suitability, strategies data and apply an optimization algorithm to highlight your next recommendation.

Markets price & news

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.

Investment Proposal and Reporting

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, colors, disclaimers can be changed without programming to respect you corporate branding. Investment proposals can be printed on PDF or exchange via your investor portal powered with InvestGlass.