Turn Digital Into A Friendly and Safe Experience

CRM

Grow your clients base

Financial services firms must follow stringent Know Your Customer (KYC) verification procedures to ensure new customers really are who they say they are. InvestGlass can streamline this process using digital signature solutions and electronic storage solution hosted in Switzerland.

Sales Pipeline

Clarity first with customizable pipelines

In the pipeline view, deals are categorized by sales stage. This feature allows your team to develop a clear understanding of your sales momentum and priorities, and refocus efforts accordingly.

Call Reports

Complete transparency for each interaction

Track all conversation into complete call report. We built them to respect your local regulator requirements.

More Powerful Tools

  • Digital Onboarding

  • Portfolio Management

  • Portfolio Reblancing

  • Price Alerts

  • Calendar

Create Your Own Extension

Build your own widgets. Deploy your widgets across multiple portals and devices for a consistent interface or combine them for a more dynamic experience.

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