Welcome

Gain insights into your customers

Give your team the best tools and insights to increase efficiencies and increase sales value.

Is this what you are looking for?

InvestGlass is the inside sales CRM-CMS of choice for financial advisors, sales and family office. Increase productivity with all your sales communication in one place.

Enforce compliance rules

Business activity reporting

Investors trend spotting

Control data access

Incentivizing ROA increase and cost control
"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 manager challenge

Without modern tools and digital processes, my bankers and advisors will fail to drive customer engagement.

Machines are tools - not competitors.

InvestGlass is key for assessing suitability and appropriateness, managing client assets, best execution or reporting on transactions.

On the go, InvestGlass terminal is the most flexible platform for financial professionals who need price data, news and analytics to make smarter business decisions.

Commodities / Derivatives / Equities / Fixed Income / Foreign Exchange
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

  • Cost and revenue analysis
  • Out-of-the-box report
  • Pre-advice Sales Insights
  • Marketing efficiency reporting
  • Contact frequency reminder

Right Action, Right Time

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

Consolidate Your View

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

Boost CRM Adoption

InvestGlass is carefully designed to make your team enjoy their sales pipeline progression.

Get Started in minutes

Developed for modern financial institutions.

Watch First

The fastest way to learn.

Watch a video

Book a demo

Book a 30 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.