Build your business

Digital onboarding, CRM, portfolio management, customisable engagement portal  and more!

 

 
With you from first contact to full scale

ACQUIRE CUSTOMERS

Digital onboarding, CRM, AML check

Qualify more investors automatically and close more deals around the clock with digital on-boarding, document ID verification and facial biometrics.

ENGAGE CUSTOMERS

Sales pipeline, engagement portal

Send hyper targeted investment solicitations to each investor, so they get the most out of your advisory, private equity or banking services.

SUPPORT CUSTOMERS

Risk alerts, chat bot, open API

Provide hyper-personalised suggestions at scale with a built-in artificial intelligence improving relevancy and suitability for MIFID and FIDLEG.

 
WHATEVER IS YOUR INVESTOR JOURNEY
We've got you covered.

BRICK AND MORTAR

HYBRID MANAGER LEAD

DO IT YOURSELF

Your all-in-one CRM

Digital on-boarding

CRM ready for sales and bankers

Market price and news

Engagement portal - Ebanking

Reporting tools

Risk monitoring

Multiple custodians consolidation

Sales pipeline and monitoring

Open API and customisable artificial intelligence

 
Connect Your Apps and Automate Workflows

InvestGlass connects best fintech solution into an integrated technology stack that enables your firm’s unique value proposition.

Tintenly AI
Your smart CRM assistant

Discover the cause of unexpected financial outcomes with Tintenly. Get recommended actions and automated sollicitions in the format of PDF, tags and personalised emails.

 

This Is a Simple Way to Manage Investments in All Asset Classes

Standard

250CHF

Monthly payment
Minimum term 1 month

  • CRM, CMS, PMS, Vault
  • MIFID & FIDLEG Tools
  • Rebalancing DFM tools
  • E-banking Portal + API
Enterprise

Custom

Yearly payment
Minimum term 12 months

  • CRM, CMS, PMS, Vault
  • MIFID & FIDLEG Tools
  • Rebalancing DFM tools
  •   E-banking Portal + API

Developed for Salespeople and Bankers.
Get started in minutes.

No credit card required.

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Geneva, Switzerland