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