InvestGlass Features

The Swiss Automation platform made for sales and compliance. Everything teams need to collect leads, engage sales, manage investment, and automate tasks.

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Digital onboarding

Collect new leads, introducing new customers to digital products or services.

Customer relationship management (CRM)

Organize and optimize your customer interactions in order to maximize customer satisfaction and retention.

Portfolio management system

Streamline your investment – banking operations by providing real-time insights into customer data, enabling them to make informed decisions quickly and accurately.

Publication scheduler

Plan and schedule the release of quarterly report, invoices in an efficient, consistent manner.

MIFID / LSFIN / BASEL

By leveraging cutting-edge analytics, the solution is able to quickly identify issues and potential non-compliance before they become an issue for your business.

Campaign

Tracking and reporting across all channels for easy review. Customize segmentation of audiences by demographic and other factors for delivering the right message.

Client portal

Improved communication between clients and businesses and ease access to documents, invoices and other important information.

Automation & Approval process

Automation, Approval process and Robotic Process Automation (RPA) helps businesses to become more efficient, reduce costs and remain competitive in the ever-changing market.